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820 hedge funds and large institutions have $19.1B invested in Cummins in 2015 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 310 increasing their positions, 319 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 63

1.56% more ownership

Funds ownership: 79.23%80.79% (+1.6%)

1% more funds holding

Funds holding: 813820 (+7)

3% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 319

4% less capital invested

Capital invested by funds: $20B → $19.1B (-$888M)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

34% less call options, than puts

Call options by funds: $254M | Put options by funds: $388M

Holders
820
Holders Change
+7
Holders Change %
+0.86%
% of All Funds
22.08%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
81
Increased
310
Reduced
319
Closed
63
Calls
$254M
Puts
$388M
Net Calls
-$134M
Net Calls Change
-$73M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
776
MCF Advisors
Kentucky
$16K +$2.89K +21 +21%
TFO
777
Tarbox Family Office
California
$14K
PMFA
778
Plante Moran Financial Advisors
Michigan
$13K -$13.8K -100 -51%
AA
779
Apriem Advisors
California
$13K
BAM
780
Brave Asset Management
New Jersey
$13K
HR
781
Howe & Rusling
New York
$13K
JFA
782
JNBA Financial Advisors
Minnesota
$13K
SJIM
783
St. Johns Investment Management
Florida
$13K
WTB
784
Washington Trust Bank
Washington
$13K
HCMT
785
Highland Capital Management (Tennessee)
Tennessee
$13K +$13.8K +100 New
FMII
786
Farmers & Merchants Investments Inc
Nebraska
$12K +$6.88K +50 +114%
JG
787
Jefferies Group
New York
$11K +$11.1K +81 New
Loomis, Sayles & Company
788
Loomis, Sayles & Company
Massachusetts
$11K +$11.6K +84 New
BCM
789
Brookstone Capital Management
Illinois
$10K +$10.3K +75 New
CFA
790
Carroll Financial Associates
North Carolina
$9K -$2.06K -15 -18%
IWMPD
791
Integrated Wealth Management (Palm Desert)
California
$9K -$550 -4 -6%
WAS
792
Winch Advisory Services
Wisconsin
$9K
HA
793
Harfst & Associates
Wyoming
$9K +$8.94K +65 New
MBT
794
Monroe Bank & Trust
Michigan
$8K
WP
795
WealthPLAN Partners
Nebraska
$7K -$39.7K -289 -84%
IMS
796
Index Management Solutions
Pennsylvania
$7K +$3.02K +22 +71%
RIA
797
Regal Investment Advisors
Michigan
$6K -$3.85K -28 -36%
UFA
798
US Financial Advisors
Massachusetts
$5K -$14K -102 -73%
GWS
799
Glassman Wealth Services
Virginia
$5K -$2.75K -20 -34%
WTC
800
WhitTier Trust Company
Nevada
$5K

CMI Hedge Fund Activity: Q2 2015 in Review

820 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2015, worth a combined $19.1B — down 4.4% from $20B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new CMI positions and 63 closed out — a net gain of 18 holders — while 310 added to existing stakes and 319 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $220M.

  • 820 institutional investors held Cummins (CMI) as of Q2 2015, up from 813 in Q1 2015.
  • Funds reported $19.1B of Cummins stock for Q2 2015, down 4.4% quarter-over-quarter.
  • 81 funds opened new Cummins positions in Q2 2015 and 63 closed out, a net change of +18 holders.
  • The largest Cummins buyer in Q2 2015 was Allianz Asset Management, an estimated $334M added.
  • The largest Cummins seller in Q2 2015 was Capital World Investors, an estimated $220M sold.

Based on aggregated 13F filings for Q2 2015.