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970 hedge funds and large institutions have $22B invested in Cummins in 2018 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 354 increasing their positions, 370 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 370

1.72% less ownership

Funds ownership: 84.17%82.45% (-1.7%)

2% less funds holding

Funds holding: 992970 (-22)

11% less capital invested

Capital invested by funds: $24.6B → $22B (-$2.65B)

13% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 100

50% less call options, than puts

Call options by funds: $226M | Put options by funds: $448M

53% less funds holding in top 10

Funds holding in top 10: 157 (-8)

Holders
970
Holders Change
-22
Holders Change %
-2.22%
% of All Funds
22.23%
Holding in Top 10
7
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-53.33%
% of All Funds
0.16%
New
87
Increased
354
Reduced
370
Closed
100
Calls
$226M
Puts
$448M
Net Calls
-$223M
Net Calls Change
+$97M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
776
Lucus Advisors
New York
$229K +$243K +1,413 New
MMHP
777
Murphy Middleton Hinkle & Parker
Georgia
$228K -$2.58K -15 -1%
AA
778
Ancora Advisors
Ohio
$228K
BG
779
Bahl & Gaynor
Ohio
$227K
CDH
780
Charles D. Hyman
$227K
CFN
781
Cordasco Financial Network
Florida
$227K
WAM
782
Wallington Asset Management
Indiana
$227K
SWA
783
Sutton Wealth Advisors
Florida
$226K
WPP
784
Whalerock Point Partners
Rhode Island
$223K
AC
785
Arjuna Capital
North Carolina
$221K +$234K +1,363 New
DAS
786
Dynamic Advisor Solutions
Arizona
$221K +$234K +1,363 New
VHAM
787
Van Hulzen Asset Management
California
$220K +$6.88K +40 +3%
LNC
788
Lincoln National Corp
Pennsylvania
$217K -$132K -769 -36%
BDF
789
Balasa Dinverno & Foltz
$217K -$344 -2 -0.1%
MCM
790
Manchester Capital Management
Vermont
$217K +$9.45K +55 +4%
STA
791
Summit Trail Advisors
New York
$217K +$53.1K +309 +20%
CCM
792
Crossvault Capital Management
Texas
$211K
SFG
793
Summit Financial Group
West Virginia
$211K
Luther King Capital Management (LKCM)
794
Luther King Capital Management (LKCM)
Texas
$211K +$12K +70 +6%
PCM
795
Prelude Capital Management
New York
$210K -$452K -2,630 -67%
GCAC
796
Guardian Capital Advisors (Canada)
Ontario, Canada
$210K -$266K -1,545 -54%
ABA
797
American Beacon Advisors
Texas
$210K +$149K +868 +202%
FNT
798
First Nebraska Trust
Nebraska
$210K -$17.2K -100 -7%
PGA
799
Premia Global Advisors
Florida
$206K
TCOT
800
Trust Company of Toledo
Ohio
$202K -$172 -1 -0.1%

CMI Hedge Fund Activity: Q1 2018 in Review

970 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q1 2018, worth a combined $22B — down 11% from $24.6B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of CMI and 87 opened new positions — a net loss of 13 holders — while 370 trimmed existing stakes and 354 added.

The largest buyer was Capital Research Global Investors, adding an estimated $342M. The largest seller was Ninety One (UK), cutting an estimated $171M.

  • 970 institutional investors held Cummins (CMI) as of Q1 2018, down from 992 in Q4 2017.
  • Funds reported $22B of Cummins stock for Q1 2018, down 11% quarter-over-quarter.
  • 87 funds opened new Cummins positions in Q1 2018 and 100 closed out, a net change of -13 holders.
  • The largest Cummins buyer in Q1 2018 was Capital Research Global Investors, an estimated $342M added.
  • The largest Cummins seller in Q1 2018 was Ninety One (UK), an estimated $171M sold.

Based on aggregated 13F filings for Q1 2018.