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879 hedge funds and large institutions have $22.2B invested in Cummins in 2017 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 308 increasing their positions, 325 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 60

11% more funds holding in top 10

Funds holding in top 10: 1820 (+2)

9% more capital invested

Capital invested by funds: $20.5B → $22.2B (+$1.75B)

3% more funds holding

Funds holding: 855879 (+24)

0.94% more ownership

Funds ownership: 80.73%81.67% (+0.94%)

5% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 325

65% less call options, than puts

Call options by funds: $216M | Put options by funds: $619M

Holders
879
Holders Change
+24
Holders Change %
+2.81%
% of All Funds
21.91%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.5%
New
91
Increased
308
Reduced
325
Closed
60
Calls
$216M
Puts
$619M
Net Calls
-$403M
Net Calls Change
-$228M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
826
Alexandria Capital
Virginia
$33K
GBBWRPM
827
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$33K
ST
828
Smithfield Trust
Pennsylvania
$33K
MMG
829
Monetary Management Group
Missouri
$32K -$50.4K -325 -62%
FWM
830
Focused Wealth Management
New York
$32K
RAM
831
Riggs Asset Management
Pennsylvania
$32K
WHG
832
Westwood Holdings Group
Texas
$32K +$31K +200 New
PCM
833
Prelude Capital Management
New York
$29K -$776 -5 -3%
YWP
834
YorkBridge Wealth Partners
New York
$29K
TDC
835
Thompson Davis & Co
Virginia
$28K -$1.24K -8 -4%
VIA
836
Vantage Investment Advisors
Pennsylvania
$28K
WAS
837
WESPAC Advisors SoCal
California
$27K
PCP
838
Proficio Capital Partners
Massachusetts
$27K +$12.7K +82 +90%
GBT
839
Grove Bank & Trust
Florida
$26K +$14.3K +92 +131%
CCM
840
Cribstone Capital Management
Maine
$26K +$24.8K +160 New
NA
841
NewEdge Advisors
Louisiana
$25.9K +$24.4K +157 New
HR
842
Howe & Rusling
New York
$24K
OC
843
Oakworth Capital
Alabama
$24K
IP
844
Isthmus Partners
Wisconsin
$23K
BWM
845
Baystate Wealth Management
Massachusetts
$22K
GAM
846
Gemmer Asset Management
California
$21K
EWM
847
Endurance Wealth Management
Rhode Island
$20K -$1.86K -12 -9%
WIM
848
Westside Investment Management
California
$19.6K
WPA
849
West Paces Advisors
Georgia
$18.8K
CPA
850
Clear Perspective Advisors
Illinois
$16K

CMI Hedge Fund Activity: Q2 2017 in Review

879 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2017, worth a combined $22.2B — up 8.5% from $20.5B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new CMI positions and 60 closed out — a net gain of 31 holders — while 308 added to existing stakes and 325 trimmed.

The largest buyer was AJO LP, adding an estimated $177M. The largest seller was T. Rowe Price Associates, cutting an estimated $257M.

  • 879 institutional investors held Cummins (CMI) as of Q2 2017, up from 855 in Q1 2017.
  • Funds reported $22.2B of Cummins stock for Q2 2017, up 8.5% quarter-over-quarter.
  • 91 funds opened new Cummins positions in Q2 2017 and 60 closed out, a net change of +31 holders.
  • The largest Cummins buyer in Q2 2017 was AJO LP, an estimated $177M added.
  • The largest Cummins seller in Q2 2017 was T. Rowe Price Associates, an estimated $257M sold.

Based on aggregated 13F filings for Q2 2017.