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1,050 hedge funds and large institutions have $20.5B invested in Cummins in 2019 Q1 according to their latest regulatory filings, with 156 funds opening new positions, 402 increasing their positions, 355 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 67

77% more call options, than puts

Call options by funds: $474M | Put options by funds: $268M

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

21% more capital invested

Capital invested by funds: $17B → $20.5B (+$3.48B)

13% more repeat investments, than reductions

Existing positions increased: 402 | Existing positions reduced: 355

8% more funds holding

Funds holding: 9711,050 (+79)

1.92% more ownership

Funds ownership: 80.69%82.61% (+1.9%)

Holders
1,050
Holders Change
+79
Holders Change %
+8.14%
% of All Funds
22.72%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.3%
New
156
Increased
402
Reduced
355
Closed
67
Calls
$474M
Puts
$268M
Net Calls
+$206M
Net Calls Change
+$263M
Name Holding Trade Value Shares
Change
Change in
Stake
AB
826
AT Bancorp
Iowa
$248K
CAAS
827
Capital Asset Advisory Services
Michigan
$248K +$236K +1,570 New
NFG
828
Next Financial Group
Texas
$246K -$65.4K -436 -22%
JFA
829
Johanson Financial Advisors
California
$246K -$17.4K -116 -7%
GT
830
Glenview Trust
Kentucky
$246K
NFH
831
NEXT Financial Holdings
Texas
$246K +$234K +1,560 New
RIA
832
Realta Investment Advisors
Delaware
$245K +$232K +1,545 New
FPB
833
First PREMIER Bank
South Dakota
$242K
HIC
834
Hartline Investment Corp
Illinois
$241K
SC
835
Savant Capital
Illinois
$241K +$229K +1,525 New
SSB
836
Sandy Spring Bank
Maryland
$238K -$216K -1,440 -49%
WAM
837
Wealthspire Advisors (Maryland)
Maryland
$237K -$1.5K -10 -0.7%
PCM
838
Prelude Capital Management
New York
$237K +$215K +1,435 +2,142%
HS
839
HighVista Strategies
Massachusetts
$237K +$225K +1,500 New
Fisher Asset Management
840
Fisher Asset Management
Washington
$236K -$17.1K -114 -7%
HEIP
841
Hudson Edge Investment Partners
New Jersey
$233K -$15.2K -101 -6%
NWP
842
Northstar Wealth Partners
Connecticut
$232K -$17.3K -115 -7%
CCB
843
Cutter & Co Brokerage
Missouri
$231K +$220K +1,464 New
EWM
844
Empirical Wealth Management
Washington
$230K +$219K +1,460 New
RE
845
RBC Europe
United Kingdom
$227K
BRWM
846
B. Riley Wealth Management
Tennessee
$226K +$214K +1,429 New
BDF
847
Balasa Dinverno & Foltz
$225K +$214K +1,424 New
FMB
848
Field & Main Bank
Kentucky
$225K +$214K +1,425 New
JT
849
Jump Trading
Illinois
$224K +$213K +1,421 New
PWP
850
Principle Wealth Partners
Connecticut
$223K -$69K -460 -25%

CMI Hedge Fund Activity: Q1 2019 in Review

1,050 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q1 2019, worth a combined $20.5B — up 21% from $17B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new CMI positions and 67 closed out — a net gain of 89 holders — while 402 added to existing stakes and 355 trimmed.

The largest buyer was American Century Companies, adding an estimated $157M. The largest seller was Boston Partners, cutting an estimated $431M.

  • 1,050 institutional investors held Cummins (CMI) as of Q1 2019, up from 971 in Q4 2018.
  • Funds reported $20.5B of Cummins stock for Q1 2019, up 21% quarter-over-quarter.
  • 156 funds opened new Cummins positions in Q1 2019 and 67 closed out, a net change of +89 holders.
  • The largest Cummins buyer in Q1 2019 was American Century Companies, an estimated $157M added.
  • The largest Cummins seller in Q1 2019 was Boston Partners, an estimated $431M sold.

Based on aggregated 13F filings for Q1 2019.