We are live on ! Find out more
CMI icon

Cummins
CMI

803 hedge funds and large institutions have $23.9B invested in Cummins in 2014 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 265 increasing their positions, 332 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 35

14% more funds holding in top 10

Funds holding in top 10: 21 → 24 (+3)

7% more capital invested

Capital invested by funds: $22.3B → $23.9B (+$1.53B)

3.66% more ownership

Funds ownership: 80.5% → 84.16% (+3.7%)

3% more funds holding

Funds holding: 777 → 803 (+26)

9% less call options, than puts

Call options by funds: $264M | Put options by funds: $291M

20% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 332

Holders
803
Holders Change
+26
Holders Change %
+3.35%
% of All Funds
23.07%
Holding in Top 10
24
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+14.29%
% of All Funds
0.69%
New
67
Increased
265
Reduced
332
Closed
35
Calls
$264M
Puts
$291M
Net Calls
-$27M
Net Calls Change
+$61.9M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$639M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$153M
3
Wells Fargo
Wells Fargo
California
+$106M
4
Calamos Advisors
Calamos Advisors
Illinois
+$103M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$68.7M

Top Sellers

Rank Fund Capital Flow
1
Harris Associates
Harris Associates
Illinois
-$267M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$118M
3
SB
Suntrust Banks
Georgia
-$111M
4
WP
Wedgewood Partners
Missouri
-$87M
5
Two Sigma Investments
Two Sigma Investments
New York
-$70.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
826
Natixis
France
– -$283K -1,900 Closed
Tudor Investment Corp
827
Tudor Investment Corp
Connecticut
– -$261K -1,749 Closed
FCH
828
Freestone Capital Holdings
Washington
– -$257K -1,727 Closed
SGH
829
Schonfeld Group Holdings
New York
– -$253K -1,700 Closed
TCOT
830
Trust Company of Toledo
Ohio
– -$245K -1,642 Closed
PFBT
831
Parkside Financial Bank & Trust
Missouri
– -$220K -1,480 Closed
NB
832
NBT Bank
New York
– -$209K -1,400 Closed
ECM
833
ETrade Capital Management
Virginia
– -$165K -1,105 Closed
AR
834
Advisory Research
Illinois
– -$70K -473 Closed
AWM
835
Avior Wealth Management
Nebraska
– -$27K -179 Closed
Walleye Trading
836
Walleye Trading
New York
– -$17.1K -113 Closed
CCS
837
Crosspoint Capital Strategies
California
– -$15K -100 Closed
NYLT
838
New York Life Trust
New York
– -$5K -34 Closed
IWC
839
Integrated Wealth Counsel
California
– -$1K -10 Closed
30 31 32 33
34

CMI Hedge Fund Activity: Q2 2014 in Review

803 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2014, worth a combined $23.9B — up 6.9% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new CMI positions and 35 closed out — a net gain of 32 holders — while 265 added to existing stakes and 332 trimmed.

The largest buyer was Norges Bank, adding an estimated $639M. The largest seller was Harris Associates, cutting an estimated $267M.

  • 803 institutional investors held Cummins (CMI) as of Q2 2014, up from 777 in Q1 2014.
  • Funds reported $23.9B of Cummins stock for Q2 2014, up 6.9% quarter-over-quarter.
  • 67 funds opened new Cummins positions in Q2 2014 and 35 closed out, a net change of +32 holders.
  • The largest Cummins buyer in Q2 2014 was Norges Bank, an estimated $639M added.
  • The largest Cummins seller in Q2 2014 was Harris Associates, an estimated $267M sold.

Based on aggregated 13F filings for Q2 2014.