We are live on ! Find out more

1,050 hedge funds and large institutions have $20.5B invested in Cummins in 2019 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 402 increasing their positions, 355 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 67

77% more call options, than puts

Call options by funds: $474M | Put options by funds: $268M

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

21% more capital invested

Capital invested by funds: $17B → $20.5B (+$3.48B)

13% more repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 355

8% more funds holding

Funds holding: 9711,050 (+79)

1.92% more ownership

Funds ownership: 80.69%82.61% (+1.9%)

Holders
1,050
Holders Change
+79
Holders Change %
+8.14%
% of All Funds
22.72%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.3%
New
156
Increased
402
Reduced
355
Closed
67
Calls
$474M
Puts
$268M
Net Calls
+$206M
Net Calls Change
+$263M
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
751
Kistler-Tiffany Companies
Pennsylvania
$360K +$150 +1 +0%
Bessemer Group
752
Bessemer Group
New Jersey
$358K -$365K -2,433 -52%
KPW
753
Kore Private Wealth
New York
$356K +$41.9K +279 +14%
SYBT
754
Stock Yards Bank & Trust
Kentucky
$356K +$50.3K +335 +17%
EWM
755
Evercore Wealth Management
New York
$351K -$33.8K -225 -9%
PFO
756
Pathstone Family Office
New Jersey
$350K +$176K +1,175 +113%
RA
757
RFG Advisory
Alabama
$348K -$3.15K -21 -1%
GWM
758
GSB Wealth Management
Connecticut
$347K
AWA
759
Arete Wealth Advisors
Illinois
$345K -$43.1K -287 -12%
CA
760
Commerzbank Aktiengesellschaft
Germany
$343K -$7.8K -52 -2%
C
761
Cerebellum
California
$336K +$19.7K +131 +7%
CAW
762
Cornerstone Advisors (Washington)
Washington
$330K -$72.6K -484 -19%
BG
763
Bahl & Gaynor
Ohio
$326K +$310K +2,066 New
FPS
764
Fieldpoint Private Securities
Connecticut
$316K
SIG
765
Sargent Investment Group
Maryland
$316K
APP
766
Avantax Planning Partners
Iowa
$316K +$12.2K +81 +4%
EMG
767
Ellington Management Group
Connecticut
$316K +$300K +2,000 New
PK
768
Pflug Koory
Nebraska
$315K -$7.5K -50 -2%
VHAM
769
Van Hulzen Asset Management
California
$314K
SWM
770
SeaCrest Wealth Management
New York
$313K +$9K +60 +3%
ACA
771
Atlas Capital Advisors
Wyoming
$312K -$257K -1,713 -46%
FTC
772
Farmers Trust Company
Ohio
$310K +$295K +1,964 New
FA
773
FDx Advisors
Illinois
$309K +$59.7K +398 +26%
CWM
774
Circle Wealth Management
New Jersey
$308K +$293K +1,950 New
FI
775
FormulaFolio Investments
Michigan
$307K +$291K +1,942 New

CMI Hedge Fund Activity: Q1 2019 in Review

1,050 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q1 2019, worth a combined $20.5B — up 21% from $17B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new CMI positions and 67 closed out — a net gain of 89 holders — while 402 added to existing stakes and 355 trimmed.

The largest buyer was American Century Companies, adding an estimated $157M. The largest seller was Boston Partners, cutting an estimated $431M.

  • 1,050 institutional investors held Cummins (CMI) as of Q1 2019, up from 971 in Q4 2018.
  • Funds reported $20.5B of Cummins stock for Q1 2019, up 21% quarter-over-quarter.
  • 156 funds opened new Cummins positions in Q1 2019 and 67 closed out, a net change of +89 holders.
  • The largest Cummins buyer in Q1 2019 was American Century Companies, an estimated $157M added.
  • The largest Cummins seller in Q1 2019 was Boston Partners, an estimated $431M sold.

Based on aggregated 13F filings for Q1 2019.