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992 hedge funds and large institutions have $24.6B invested in Cummins in 2017 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 374 increasing their positions, 310 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 64

21% more repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 310

10% more funds holding

Funds holding: 905992 (+87)

5% more capital invested

Capital invested by funds: $23.4B → $24.6B (+$1.24B)

1.13% more ownership

Funds ownership: 83.04%84.17% (+1.1%)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

49% less call options, than puts

Call options by funds: $328M | Put options by funds: $648M

Holders
992
Holders Change
+87
Holders Change %
+9.61%
% of All Funds
22.5%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.34%
New
161
Increased
374
Reduced
310
Closed
64
Calls
$328M
Puts
$648M
Net Calls
-$320M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
801
Van Hulzen Asset Management
California
$232K -$8.55K -50 -4%
SFG
802
Summit Financial Group
West Virginia
$230K -$15.2K -89 -6%
CCM
803
Crossvault Capital Management
Texas
$230K
SFG
804
SevenBridge Financial Group
Pennsylvania
$228K
MCM
805
Manchester Capital Management
Vermont
$226K
LPT
806
Legacy Private Trust
Wisconsin
$225K -$18.8K -110 -8%
PGA
807
Premia Global Advisors
Florida
$225K +$218K +1,274 New
FCBT
808
First Citizens Bank & Trust
North Carolina
$224K +$217K +1,269 New
PFS
809
Prospera Financial Services
Texas
$222K +$215K +1,255 New
FPB
810
First PREMIER Bank
South Dakota
$221K -$125K -732 -37%
GT
811
Greenleaf Trust
Michigan
$221K +$192K +1,121 +856%
TCOT
812
Trust Company of Toledo
Ohio
$220K
CNBT
813
Canandaigua National Bank & Trust
New York
$219K -$5.13K -30 -2%
WBG
814
Wharton Business Group
Pennsylvania
$218K -$6.16K -36 -3%
OIA
815
OneDigital Investment Advisors
Kansas
$218K +$137K +803 +186%
CG
816
Caprock Group
Idaho
$218K +$202K +1,182 New
Luther King Capital Management (LKCM)
817
Luther King Capital Management (LKCM)
Texas
$217K +$210K +1,230 New
MWNA
818
Marshall Wace North America
New York
$216K -$35.6M -208,282 -99%
AWM
819
AE Wealth Management
Kansas
$216K -$769K -4,495 -79%
CCM
820
Cullen Capital Management
New York
$215K -$154K -900 -43%
FHA
821
Flagship Harbor Advisors
Massachusetts
$215K -$171 -1 -0.1%
MCM
822
MAI Capital Management
Ohio
$214K +$207K +1,210 New
FP
823
Foundry Partners
Minnesota
$214K +$208K +1,214 New
PLFAM
824
Pineno Levin & Ford Asset Management
Virginia
$213K
ECM
825
EagleClaw Capital Management
Massachusetts
$212K

CMI Hedge Fund Activity: Q4 2017 in Review

992 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q4 2017, worth a combined $24.6B — up 5.3% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new CMI positions and 64 closed out — a net gain of 97 holders — while 374 added to existing stakes and 310 trimmed.

The largest buyer was Amundi Asset Management US, opening a new position worth an estimated $203M. The largest seller was American International Group, cutting an estimated $577M.

  • 992 institutional investors held Cummins (CMI) as of Q4 2017, up from 905 in Q3 2017.
  • Funds reported $24.6B of Cummins stock for Q4 2017, up 5.3% quarter-over-quarter.
  • 161 funds opened new Cummins positions in Q4 2017 and 64 closed out, a net change of +97 holders.
  • The largest Cummins buyer in Q4 2017 was Amundi Asset Management US, an estimated $203M added.
  • The largest Cummins seller in Q4 2017 was American International Group, an estimated $577M sold.

Based on aggregated 13F filings for Q4 2017.