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992 hedge funds and large institutions have $24.6B invested in Cummins in 2017 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 374 increasing their positions, 310 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 64

21% more repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 310

10% more funds holding

Funds holding: 905992 (+87)

5% more capital invested

Capital invested by funds: $23.4B → $24.6B (+$1.24B)

1.13% more ownership

Funds ownership: 83.04%84.17% (+1.1%)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

49% less call options, than puts

Call options by funds: $328M | Put options by funds: $648M

Holders
992
Holders Change
+87
Holders Change %
+9.61%
% of All Funds
22.5%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.34%
New
161
Increased
374
Reduced
310
Closed
64
Calls
$328M
Puts
$648M
Net Calls
-$320M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
826
Fenimore Asset Management
New York
$212K
WI
827
Wintrust Investments
Illinois
$212K
Jones Financial Companies
828
Jones Financial Companies
Missouri
$212K +$204K +1,195 New
TRCT
829
Tower Research Capital (TRC)
New York
$211K +$166K +971 +433%
RWM
830
Ritholtz Wealth Management
New York
$211K +$204K +1,195 New
Verition Fund Management
831
Verition Fund Management
Connecticut
$209K -$576K -3,370 -74%
CAM
832
Cypress Asset Management
Texas
$208K +$201K +1,175 New
BTW
833
Boston Trust Walden
Massachusetts
$207K +$200K +1,170 New
SC
834
SRB Corp
Massachusetts
$206K
SYBT
835
Stock Yards Bank & Trust
Kentucky
$206K +$199K +1,162 New
Cerity Partners
836
Cerity Partners
New York
$206K +$200K +1,167 New
PL
837
Parkwood LLC
Ohio
$206K +$200K +1,167 New
SWM
838
SeaCrest Wealth Management
New York
$205K +$198K +1,158 New
CBN
839
Cadence Bank NA
Texas
$205K +$199K +1,162 New
Treasurer of the State of North Carolina
840
Treasurer of the State of North Carolina
North Carolina
$205K +$199K +1,162 New
PGIM
841
Pacific Global Investment Management
California
$204K +$198K +1,155 New
ECM
842
Evergreen Capital Management
Washington
$203K +$196K +1,148 New
Bessemer Group
843
Bessemer Group
New Jersey
$193K -$16.4K -96 -8%
KF
844
Krilogy Financial
Missouri
$177K
LPIC
845
LeJeune Puetz Investment Counsel
Michigan
$177K
NPP
846
New Potomac Partners
Maryland
$177K +$171K +1,000 New
ATC
847
Adirondack Trust Company
New York
$175K
OWA
848
One Wealth Advisors
California
$175K +$170K +993 New
TFA
849
Toth Financial Advisory
Virginia
$173K +$168K +980 New
First Manhattan
850
First Manhattan
New York
$169K

CMI Hedge Fund Activity: Q4 2017 in Review

992 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q4 2017, worth a combined $24.6B — up 5.3% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new CMI positions and 64 closed out — a net gain of 97 holders — while 374 added to existing stakes and 310 trimmed.

The largest buyer was Amundi Asset Management US, opening a new position worth an estimated $203M. The largest seller was American International Group, cutting an estimated $577M.

  • 992 institutional investors held Cummins (CMI) as of Q4 2017, up from 905 in Q3 2017.
  • Funds reported $24.6B of Cummins stock for Q4 2017, up 5.3% quarter-over-quarter.
  • 161 funds opened new Cummins positions in Q4 2017 and 64 closed out, a net change of +97 holders.
  • The largest Cummins buyer in Q4 2017 was Amundi Asset Management US, an estimated $203M added.
  • The largest Cummins seller in Q4 2017 was American International Group, an estimated $577M sold.

Based on aggregated 13F filings for Q4 2017.