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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
GEA
776
Glen Eagle Advisors
New Jersey
$303K +$150 +1 +0.1%
ECM
777
Evergreen Capital Management
Washington
$303K +$15K +100 +5%
CAC
778
Certified Advisory Corp
Florida
$302K -$4.95K -33 -2%
CB
779
Cadence Bank
Mississippi
$301K -$750 -5 -0.3%
CCIA
780
Campbell & Co Investment Adviser
Maryland
$301K +$286K +1,908 New
CFN
781
Cordasco Financial Network
Florida
$300K
AAM
782
American Asset Management
Florida
$300K +$3.75K +25 +1%
ESB
783
Essex Savings Bank
Connecticut
$298K -$51K -340 -15%
WCA
784
Westover Capital Advisors
Delaware
$298K +$283K +1,886 New
APA
785
American Portfolios Advisors
New York
$296K -$187K -1,246 -40%
FWCM
786
First Western Capital Management
California
$290K -$81.5K -543 -23%
GIA
787
GHP Investment Advisors
Colorado
$290K +$275K +1,836 New
AI
788
ArchPoint Investors
Florida
$289K -$2.25K -15 -0.8%
DWM
789
Doyle Wealth Management
Florida
$285K +$5.1K +34 +2%
MCIA
790
Mountain Capital Investment Advisors
Colorado
$285K +$271K +1,808 New
HCMNY
791
Howard Capital Management (New York)
New York
$283K -$8.61M -57,395 -97%
SLG
792
Stanley-Laman Group
Pennsylvania
$283K +$269K +1,794 New
LOAME
793
Lombard Odier Asset Management (Europe)
United Kingdom
$282K
TAIM
794
TD Ameritrade Investment Management
Nebraska
$282K +$86.1K +574 +47%
TSW
795
Thompson Siegel & Walmsley
Virginia
$280K
AA
796
Ancora Advisors
Ohio
$280K +$266K +1,775 New
RIM
797
Redwood Investment Management
Arizona
$280K +$266K +1,775 New
FEM
798
Fulcrum Equity Management
Texas
$279K +$2.7K +18 +1%
CRC
799
Curi RMB Capital
Illinois
$278K -$2.1K -14 -0.8%
SG
800
StoneX Group
New York
$276K -$50.9K -339 -16%

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.