We are live on ! Find out more

848 hedge funds and large institutions have $18.6B invested in Cummins in 2016 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 276 increasing their positions, 321 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 48

10% more funds holding

Funds holding: 774848 (+74)

7% more capital invested

Capital invested by funds: $17.3B → $18.6B (+$1.24B)

0.5% less ownership

Funds ownership: 81.27%80.77% (-0.5%)

14% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 321

18% less funds holding in top 10

Funds holding in top 10: 1714 (-3)

20% less call options, than puts

Call options by funds: $367M | Put options by funds: $458M

Holders
848
Holders Change
+74
Holders Change %
+9.56%
% of All Funds
21.2%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.35%
New
131
Increased
276
Reduced
321
Closed
48
Calls
$367M
Puts
$458M
Net Calls
-$90M
Net Calls Change
-$31.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TDC
801
Thompson Davis & Co
Virginia
$24K
WAS
802
WESPAC Advisors SoCal
California
$23.2K
VIA
803
Vantage Investment Advisors
Pennsylvania
$23K
DVM
804
Dreman Value Management
Florida
$22K -$858K -6,411 -98%
OC
805
Oakworth Capital
Alabama
$21K
HR
806
Howe & Rusling
New York
$20K
GWS
807
Glassman Wealth Services
Virginia
$20K +$19.4K +145 New
IP
808
Isthmus Partners
Wisconsin
$19K +$6.69K +50 +56%
GAM
809
Gemmer Asset Management
California
$18K
EWM
810
Endurance Wealth Management
Rhode Island
$17K -$3.35K -25 -17%
WIM
811
Westside Investment Management
California
$16.3K +$15.5K +116 New
VCM
812
Vigilant Capital Management
Maine
$16K
WPA
813
West Paces Advisors
Georgia
$15.9K +$15.5K +116 New
AA
814
Apriem Advisors
California
$15K +$1.21K +9 +9%
JFA
815
JNBA Financial Advisors
Minnesota
$14K -$137K -1,020 -91%
TFO
816
Tarbox Family Office
California
$14K
TCM
817
Tradewinds Capital Management
Washington
$14K +$134 +1 +1%
BWM
818
Baystate Wealth Management
Massachusetts
$14K +$13.4K +100 New
CPA
819
Clear Perspective Advisors
Illinois
$14K +$13.4K +100 New
DAM
820
Delta Asset Management
Tennessee
$11K
DSN
821
D. Scott Neal
Kentucky
$11K
MIFH
822
Migdal Insurance & Financial Holdings
Israel
$11K +$10.3K +77 New
IWC
823
Integrated Wealth Counsel
California
$10K
WTC
824
WhitTier Trust Company
Nevada
$10K
GBT
825
Grove Bank & Trust
Florida
$10K +$9.37K +70 New

CMI Hedge Fund Activity: Q4 2016 in Review

848 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q4 2016, worth a combined $18.6B — up 7.2% from $17.3B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new CMI positions and 48 closed out — a net gain of 83 holders — while 276 added to existing stakes and 321 trimmed.

The largest buyer was Norges Bank, adding an estimated $108M. The largest seller was Capital World Investors, cutting an estimated $398M.

  • 848 institutional investors held Cummins (CMI) as of Q4 2016, up from 774 in Q3 2016.
  • Funds reported $18.6B of Cummins stock for Q4 2016, up 7.2% quarter-over-quarter.
  • 131 funds opened new Cummins positions in Q4 2016 and 48 closed out, a net change of +83 holders.
  • The largest Cummins buyer in Q4 2016 was Norges Bank, an estimated $108M added.
  • The largest Cummins seller in Q4 2016 was Capital World Investors, an estimated $398M sold.

Based on aggregated 13F filings for Q4 2016.