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1,050 hedge funds and large institutions have $20.5B invested in Cummins in 2019 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 402 increasing their positions, 355 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 67

77% more call options, than puts

Call options by funds: $474M | Put options by funds: $268M

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

21% more capital invested

Capital invested by funds: $17B → $20.5B (+$3.48B)

13% more repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 355

8% more funds holding

Funds holding: 9711,050 (+79)

1.92% more ownership

Funds ownership: 80.69%82.61% (+1.9%)

Holders
1,050
Holders Change
+79
Holders Change %
+8.14%
% of All Funds
22.72%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.3%
New
156
Increased
402
Reduced
355
Closed
67
Calls
$474M
Puts
$268M
Net Calls
+$206M
Net Calls Change
+$263M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
801
Crossvault Capital Management
Texas
$276K
HAG
802
HighPoint Advisor Group
Illinois
$275K +$16.7K +111 +7%
FA
803
Fortis Advisors
Pennsylvania
$275K +$51.9K +346 +25%
BS
804
Banco Santander
Spain
$275K +$261K +1,741 New
CWM
805
Cornerstone Wealth Management
Missouri
$274K +$173K +1,150 New
GT
806
Greenleaf Trust
Michigan
$273K +$260K +1,732 New
ATIA
807
American Trust Investment Advisors
New Hampshire
$272K -$65.4K -436 -20%
MSAM
808
Moloney Securities Asset Management
Missouri
$272K +$31.7K +211 +14%
PWLP
809
Prio Wealth Limited Partnership
Massachusetts
$270K
CP
810
Covenant Partners
Tennessee
$269K +$255K +1,701 New
SSG
811
Summit Securities Group
New York
$268K +$255K +1,700 New
S
812
SignatureFD
Georgia
$267K +$89.4K +596 +55%
CNBT
813
Canandaigua National Bank & Trust
New York
$266K
SFG
814
SevenBridge Financial Group
Pennsylvania
$261K -$30.8K -205 -11%
WDA
815
Wendell David Associates
New Hampshire
$260K -$7.5K -50 -3%
FFWA
816
FRG Family Wealth Advisors
Washington
$258K
MCM
817
Manchester Capital Management
Vermont
$255K +$50.1K +334 +26%
ONST
818
Old North State Trust
North Carolina
$254K +$9.15K +61 +4%
LB
819
Legacy Bridge
Iowa
$253K
MMG
820
Monetary Management Group
Missouri
$253K
BW
821
Bison Wealth
Georgia
$253K +$240K +1,602 New
BBA
822
BLB&B Advisors
Pennsylvania
$250K -$279K -1,860 -54%
FWM
823
Frontier Wealth Management
Missouri
$250K -$600 -4 -0.3%
OIA
824
Optimum Investment Advisors
Illinois
$249K
EWA
825
EP Wealth Advisors
California
$248K -$11.3K -75 -5%

CMI Hedge Fund Activity: Q1 2019 in Review

1,050 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q1 2019, worth a combined $20.5B — up 21% from $17B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new CMI positions and 67 closed out — a net gain of 89 holders — while 402 added to existing stakes and 355 trimmed.

The largest buyer was American Century Companies, adding an estimated $157M. The largest seller was Boston Partners, cutting an estimated $431M.

  • 1,050 institutional investors held Cummins (CMI) as of Q1 2019, up from 971 in Q4 2018.
  • Funds reported $20.5B of Cummins stock for Q1 2019, up 21% quarter-over-quarter.
  • 156 funds opened new Cummins positions in Q1 2019 and 67 closed out, a net change of +89 holders.
  • The largest Cummins buyer in Q1 2019 was American Century Companies, an estimated $157M added.
  • The largest Cummins seller in Q1 2019 was Boston Partners, an estimated $431M sold.

Based on aggregated 13F filings for Q1 2019.