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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
VNA
801
Valley National Advisers
Pennsylvania
$5K +$5.23K +38 New
CFSG
802
Community Financial Services Group
Vermont
$4K -$5.78K -42 -57%
RFS
803
Rockefeller Financial Services
New York
$4K
RCG
804
Ruggie Capital Group
Florida
$4K +$3.71K +27 New
AW
805
Alpha Windward
Massachusetts
$4K +$4.67K +34 New
RFA
806
Reilly Financial Advisors
California
$3K -$2.34K -17 -40%
TC
807
Trust Company
Kansas
$3K +$2.75K +20 New
GI
808
Gradient Investments
Minnesota
$3K +$3.44K +25 New
N
809
Nuveen
North Carolina
$2.41K -$79.9K -581 -3%
CBT
810
Central Bank & Trust
Kentucky
$2K -$28.7K -209 -92%
PTC
811
Philadelphia Trust Company
Pennsylvania
$1.85K +$33.4K +243 New
AH
812
Achievement Holdings
Illinois
$1.13K +$1.18M +8,600 New
AWS
813
Aris Wealth Services
Pennsylvania
$1K
SAM
814
Shamrock Asset Management
Texas
$1K
WA
815
WFG Advisors
Texas
$1K +$1.1K +8 New
GXMC
816
Global X Management Company
New York
$1K +$1.38K +10 New
QCG
817
Quadrant Capital Group
Ohio
$1K +$1.38K +10 New
RWML
818
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$787
UB
819
UMB Bank
Missouri
$494 -$51K -371 -9%
AT
820
Arden Trust
Delaware
$334 -$7.01K -51 -2%
TAM
821
Taylor Asset Management
Ontario, Canada
-$35.7M -257,600 Closed
WRF
822
Waddell & Reed Financial
Kansas
-$33.1M -238,600 Closed
AIM
823
abrdn Investment Management
United Kingdom
-$32M -230,883 Closed
ABC
824
Anchor Bolt Capital
Illinois
-$30.8M -221,898 Closed
H
825
Hexavest
Quebec, Canada
-$23M -165,603 Closed

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.