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879 hedge funds and large institutions have $22.2B invested in Cummins in 2017 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 308 increasing their positions, 325 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 60

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

9% more capital invested

Capital invested by funds: $20.5B → $22.2B (+$1.75B)

3% more funds holding

Funds holding: 855879 (+24)

0.94% more ownership

Funds ownership: 80.73%81.67% (+0.94%)

5% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 325

65% less call options, than puts

Call options by funds: $216M | Put options by funds: $619M

Holders
879
Holders Change
+24
Holders Change %
+2.81%
% of All Funds
21.91%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.5%
New
91
Increased
308
Reduced
325
Closed
60
Calls
$216M
Puts
$619M
Net Calls
-$403M
Net Calls Change
-$228M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
776
Carroll Financial Associates
North Carolina
$113K +$12.9K +83 +13%
WG
777
Welch Group
Alabama
$109K -$14K -90 -12%
FANJ
778
Financial Architects (New Jersey)
New Jersey
$109K
FC
779
Ferris Capital
Massachusetts
$108K +$103K +665 New
CAW
780
Cornerstone Advisors (Washington)
Washington
$104K
AIM
781
Advantage Investment Management
Iowa
$104K +$85K +548 +577%
QCG
782
Quadrant Capital Group
Ohio
$98K +$3.72K +24 +4%
PCTC
783
Perkins Coie Trust Company
Washington
$97K
CPP
784
Crow Point Partners
Massachusetts
$96K -$38.6K -249 -29%
MA
785
MCF Advisors
Kentucky
$95K
EFSCE
786
Enterprise Financial Services Corp (EFSC)
Missouri
$93K -$17.7K -114 -17%
PG
787
Patten Group
Tennessee
$92K -$23.3K -150 -21%
VWA
788
V Wealth Advisors
Kansas
$89K +$84.6K +545 New
SC
789
Skylands Capital
Wisconsin
$85K
HI
790
Hudock Inc
Pennsylvania
$84K +$4.5K +29 +6%
M
791
MOTCO
Texas
$81K -$21.7K -140 -22%
BWP
792
Baldwin Wealth Partners
Massachusetts
$81K
EP
793
Edinburgh Partners
United Kingdom
$81K
WTB
794
Washington Trust Bank
Washington
$81K
CBT
795
Capital Bank & Trust
California
$81K +$77.6K +500 New
HH
796
HWG Holdings
Texas
$78K +$75K +483 New
MRCM
797
M&R Capital Management
New Jersey
$77K
Barrow, Hanley, Mewhinney & Strauss
798
Barrow, Hanley, Mewhinney & Strauss
Texas
$70K
SIC
799
Salem Investment Counselors
North Carolina
$70K +$4.81K +31 +8%
BC
800
Bartlett & Co
Ohio
$67K

CMI Hedge Fund Activity: Q2 2017 in Review

879 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2017, worth a combined $22.2B — up 8.5% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new CMI positions and 60 closed out — a net gain of 31 holders — while 308 added to existing stakes and 325 trimmed.

The largest buyer was AJO LP, adding an estimated $177M. The largest seller was T. Rowe Price Associates, cutting an estimated $257M.

  • 879 institutional investors held Cummins (CMI) as of Q2 2017, up from 855 in Q1 2017.
  • Funds reported $22.2B of Cummins stock for Q2 2017, up 8.5% quarter-over-quarter.
  • 91 funds opened new Cummins positions in Q2 2017 and 60 closed out, a net change of +31 holders.
  • The largest Cummins buyer in Q2 2017 was AJO LP, an estimated $177M added.
  • The largest Cummins seller in Q2 2017 was T. Rowe Price Associates, an estimated $257M sold.

Based on aggregated 13F filings for Q2 2017.