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905 hedge funds and large institutions have $23.4B invested in Cummins in 2017 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 316 increasing their positions, 328 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 59

5% more capital invested

Capital invested by funds: $22.2B → $23.4B (+$1.13B)

3% more funds holding

Funds holding: 879905 (+26)

1.37% more ownership

Funds ownership: 81.67%83.04% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

4% less repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 328

46% less call options, than puts

Call options by funds: $226M | Put options by funds: $416M

Holders
905
Holders Change
+26
Holders Change %
+2.96%
% of All Funds
22.56%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.5%
New
96
Increased
316
Reduced
328
Closed
59
Calls
$226M
Puts
$416M
Net Calls
-$190M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
826
New Capital Management
Texas
$60K
GLI
827
Guardian Life Insurance
New York
$60K +$1.62K +10 +3%
MCIA
828
Mountain Capital Investment Advisors
Colorado
$56K
MFBTD
829
MB Financial Bank - Trust Department
Illinois
$54K
SIAS
830
Shine Investment Advisory Services
Colorado
$53K
Barrow, Hanley, Mewhinney & Strauss
831
Barrow, Hanley, Mewhinney & Strauss
Texas
$51K -$20.9K -129 -30%
CM
832
Castleark Management
Illinois
$50K
PSC
833
Prentiss Smith & Co
Vermont
$50K
LWM
834
Lenox Wealth Management
Ohio
$47K
AA
835
AlphaMark Advisors
Kentucky
$45K
AFNAS
836
American Financial Network Advisory Services
California
$45K +$43.2K +267 New
TDC
837
Thompson Davis & Co
Virginia
$44K +$14.7K +91 +53%
LJHT
838
Laurie J. Hall Trustee
$40.3K
ClearBridge Investments
839
ClearBridge Investments
New York
$39K
TWA
840
TCI Wealth Advisors
Arizona
$38K
TRCT
841
Tower Research Capital (TRC)
New York
$37K -$19.6K -121 -35%
FAM
842
Fred Alger Management
New York
$36K
FWM
843
Focused Wealth Management
New York
$34K
MMG
844
Monetary Management Group
Missouri
$34K
RAM
845
Riggs Asset Management
Pennsylvania
$34K
ST
846
Smithfield Trust
Pennsylvania
$34K
PFGIA
847
Patriot Financial Group Insurance Agency
Massachusetts
$33K -$5.83K -36 -16%
ANBT
848
American National Bank & Trust
Texas
$31K -$7.28K -45 -20%
YWP
849
YorkBridge Wealth Partners
New York
$30K
PCP
850
Proficio Capital Partners
Massachusetts
$29K

CMI Hedge Fund Activity: Q3 2017 in Review

905 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q3 2017, worth a combined $23.4B — up 5.1% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new CMI positions and 59 closed out — a net gain of 37 holders — while 316 added to existing stakes and 328 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $401M. The largest seller was T. Rowe Price Associates, cutting an estimated $310M.

  • 905 institutional investors held Cummins (CMI) as of Q3 2017, up from 879 in Q2 2017.
  • Funds reported $23.4B of Cummins stock for Q3 2017, up 5.1% quarter-over-quarter.
  • 96 funds opened new Cummins positions in Q3 2017 and 59 closed out, a net change of +37 holders.
  • The largest Cummins buyer in Q3 2017 was Boston Partners, an estimated $401M added.
  • The largest Cummins seller in Q3 2017 was T. Rowe Price Associates, an estimated $310M sold.

Based on aggregated 13F filings for Q3 2017.