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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
WA
801
Winfield Associates
Ohio
$67K
HT
802
Heritage Trust
Oklahoma
$65K
FMTCOCP
803
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$64.9K
FFC
804
First Financial Corp
Indiana
$64K
JCM
805
Jacobi Capital Management
Pennsylvania
$62K
RIA
806
RPG Investment Advisory
California
$61K +$58.2K +375 New
VCM
807
Versant Capital Management
Arizona
$60K
TRCT
808
Tower Research Capital (TRC)
New York
$56K -$53.7K -346 -50%
GLI
809
Guardian Life Insurance
New York
$56K -$38.2K -246 -41%
MCIA
810
Mountain Capital Investment Advisors
Colorado
$55K +$52.1K +336 New
NCM
811
New Capital Management
Texas
$54K
MFBTD
812
MB Financial Bank - Trust Department
Illinois
$53K
SIAS
813
Shine Investment Advisory Services
Colorado
$51K +$48.6K +313 New
IUHSA
814
Itau Unibanco Holding S.A.
Brazil
$50K -$9.31K -60 -16%
CM
815
Castleark Management
Illinois
$49K
PSC
816
Prentiss Smith & Co
Vermont
$49K
PFBT
817
Parkside Financial Bank & Trust
Missouri
$47K +$4.04K +26 +10%
LWM
818
Lenox Wealth Management
Ohio
$46K
AA
819
AlphaMark Advisors
Kentucky
$44K
LJHT
820
Laurie J. Hall Trustee
$38.9K
ClearBridge Investments
821
ClearBridge Investments
New York
$38K -$7.76K -50 -18%
PFGIA
822
Patriot Financial Group Insurance Agency
Massachusetts
$38K -$4.81K -31 -12%
ANBT
823
American National Bank & Trust
Texas
$37K +$28.6K +184 +409%
TWA
824
TCI Wealth Advisors
Arizona
$36K
FAM
825
Fred Alger Management
New York
$34K +$11.2K +72 +51%

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.