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781 hedge funds and large institutions have $15.9B invested in Cummins in 2015 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 314 increasing their positions, 302 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.6% more ownership

Funds ownership: 80.79%82.39% (+1.6%)

4% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 302

5% less funds holding

Funds holding: 820781 (-39)

16% less capital invested

Capital invested by funds: $19.1B → $15.9B (-$3.14B)

30% less call options, than puts

Call options by funds: $244M | Put options by funds: $348M

34% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 100

58% less funds holding in top 10

Funds holding in top 10: 125 (-7)

Holders
781
Holders Change
-39
Holders Change %
-4.76%
% of All Funds
21.8%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.14%
New
66
Increased
314
Reduced
302
Closed
100
Calls
$244M
Puts
$348M
Net Calls
-$104M
Net Calls Change
+$29.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
826
Cowen Inc
New York
-$453K -3,453 Closed
BKBG
827
BHF Kleinwort Benson Group
Belgium
-$446K -3,397 Closed
GVT
828
Genesee Valley Trust
New York
-$439K -3,347 Closed
CCWA
829
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$433K -3,300 Closed
IIM
830
Intact Investment Management
Quebec, Canada
-$433K -3,300 Closed
NERM
831
New England Research & Management
Illinois
-$400K -3,050 Closed
TNBTD
832
Trustmark National Bank Trust Department
Mississippi
-$394K -3,006 Closed
DTL
833
Dynamic Technology Lab
Singapore
-$387K -2,938 Closed
TF
834
Tompkins Financial
New York
-$382K -2,915 Closed
MRCM
835
M&R Capital Management
New Jersey
-$367K -2,800 Closed
CCA
836
Cobblestone Capital Advisors
New York
-$365K -2,785 Closed
WFG
837
Windsor Financial Group
Minnesota
-$338K -2,580 Closed
BCM
838
Becker Capital Management
Oregon
-$327K -2,496 Closed
GCAC
839
Guardian Capital Advisors (Canada)
Ontario, Canada
-$307K -2,402 Closed
MSU
840
Maple Securities USA
New Jersey
-$314K -2,397 Closed
BB
841
Bell Bank
North Dakota
-$307K -2,340 Closed
PAS
842
Partnervest Advisory Services
California
-$300K -2,288 Closed
I
843
IberiaBank
Louisiana
-$296K -2,260 Closed
FPCP
844
Fort Point Capital Partners
California
-$295K -2,250 Closed
TFA
845
Toth Financial Advisory
Virginia
-$290K -2,210 Closed
EM
846
Excalibur Management
Massachusetts
-$289K -2,200 Closed
BSW
847
Buckingham Strategic Wealth
Missouri
-$271K -2,063 Closed
BCM
848
BTR Capital Management
California
-$262K -2,000 Closed
SPC
849
Sigma Planning Corp
Michigan
-$261K -1,989 Closed
SI
850
SII Investments
Wisconsin
-$251K -1,912 Closed

CMI Hedge Fund Activity: Q3 2015 in Review

781 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q3 2015, worth a combined $15.9B — down 16% from $19.1B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of CMI and 66 opened new positions — a net loss of 34 holders — while 302 trimmed existing stakes and 314 added.

The largest buyer was Harris Associates, adding an estimated $597M. The largest seller was Fidelity Investments, cutting an estimated $189M.

  • 781 institutional investors held Cummins (CMI) as of Q3 2015, down from 820 in Q2 2015.
  • Funds reported $15.9B of Cummins stock for Q3 2015, down 16% quarter-over-quarter.
  • 66 funds opened new Cummins positions in Q3 2015 and 100 closed out, a net change of -34 holders.
  • The largest Cummins buyer in Q3 2015 was Harris Associates, an estimated $597M added.
  • The largest Cummins seller in Q3 2015 was Fidelity Investments, an estimated $189M sold.

Based on aggregated 13F filings for Q3 2015.