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927 hedge funds and large institutions have $17.8B invested in Cummins in 2018 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 330 increasing their positions, 352 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 352

1.25% less ownership

Funds ownership: 82.45%81.2% (-1.3%)

5% less funds holding

Funds holding: 971927 (-44)

19% less capital invested

Capital invested by funds: $22B → $17.8B (-$4.21B)

25% less call options, than puts

Call options by funds: $211M | Put options by funds: $280M

30% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 122

86% less funds holding in top 10

Funds holding in top 10: 71 (-6)

Holders
927
Holders Change
-44
Holders Change %
-4.53%
% of All Funds
21.22%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
86
Increased
330
Reduced
352
Closed
122
Calls
$211M
Puts
$280M
Net Calls
-$69M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
WTB
801
Washington Trust Bank
Washington
$67K
BWP
802
Baldwin Wealth Partners
Massachusetts
$66K
MRCM
803
M&R Capital Management
New Jersey
$66K
ATFA
804
All Terrain Financial Advisors
Minnesota
$66K +$29.9K +200 +68%
QAM
805
QCI Asset Management
New York
$64K
PCM
806
Princeton Capital Management
New Jersey
$63K
BC
807
Bartlett & Co
Ohio
$62K
BCWM
808
Bartlett & Co Wealth Management
Ohio
$61.6K
M
809
MOTCO
Texas
$61K
BCA
810
Bay Colony Advisors
Massachusetts
$61K +$68.1K +455 New
VNA
811
Valley National Advisers
Pennsylvania
$61K +$68.1K +455 New
PCTC
812
Perkins Coie Trust Company
Washington
$60K
SFM
813
Signet Financial Management
New Jersey
$60K
IAS
814
IMA Advisory Services
Colorado
$59K +$66.8K +446 New
GLI
815
Guardian Life Insurance
New York
$57K +$10.5K +70 +19%
SLF
816
Sun Life Financial
Ontario, Canada
$56K +$45.7K +305 +265%
KJWM
817
Kiley Juergens Wealth Management
Washington
$56K +$63.6K +425 New
FMTCOCP
818
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$53K
HT
819
Heritage Trust
Oklahoma
$53K
SIC
820
Salem Investment Counselors
North Carolina
$53K
JCM
821
Jacobi Capital Management
Pennsylvania
$50K
KA
822
Kaizen Advisory
Illinois
$50K +$34.3K +229 +156%
VCM
823
Versant Capital Management
Arizona
$49K -$748 -5 -1%
NCM
824
New Capital Management
Texas
$48K
PFBT
825
Parkside Financial Bank & Trust
Missouri
$46K +$17.2K +115 +49%

CMI Hedge Fund Activity: Q2 2018 in Review

927 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2018, worth a combined $17.8B — down 19% from $22B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of CMI and 86 opened new positions — a net loss of 36 holders — while 352 trimmed existing stakes and 330 added.

The largest buyer was Boston Partners, adding an estimated $230M. The largest seller was Ninety One (UK), exiting entirely with an estimated $150M sold.

  • 927 institutional investors held Cummins (CMI) as of Q2 2018, down from 971 in Q1 2018.
  • Funds reported $17.8B of Cummins stock for Q2 2018, down 19% quarter-over-quarter.
  • 86 funds opened new Cummins positions in Q2 2018 and 122 closed out, a net change of -36 holders.
  • The largest Cummins buyer in Q2 2018 was Boston Partners, an estimated $230M added.
  • The largest Cummins seller in Q2 2018 was Ninety One (UK), an estimated $150M sold.

Based on aggregated 13F filings for Q2 2018.