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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
JFA
851
JNBA Financial Advisors
Minnesota
$16K
TFO
852
Tarbox Family Office
California
$16K
MUS
853
Mitsubishi UFJ Securities
Japan
$16K +$15.5K +100 New
DAM
854
Delta Asset Management
Tennessee
$13K
RFA
855
Reilly Financial Advisors
California
$13K +$8.54K +55 +220%
WTC
856
WhitTier Trust Company
Nevada
$12K
LF
857
Lee Financial
Texas
$12K +$11.5K +74 New
MBT
858
Monroe Bank & Trust
Michigan
$10K
BBHC
859
Brown Brothers Harriman & Co
New York
$9K
TC
860
Trust Company
Kansas
$9K
GRP
861
Global Retirement Partners
California
$9K +$4.5K +29 +116%
Walleye Trading
862
Walleye Trading
New York
$8.07K +$2.88M +18,553 +59%
APSP
863
Asset Planning Services (Pennsylvania)
Pennsylvania
$8K
FPFS
864
First Personal Financial Services
North Carolina
$8K
AIS
865
Accurate Investment Solutions
Pennsylvania
$7K +$155 +1 +2%
BL
866
Balentine LLC
Georgia
$7K +$3.1K +20 +83%
DVM
867
Dreman Value Management
Florida
$7K +$6.83K +44 New
MFW
868
Mosaic Family Wealth
Missouri
$6K
OFW
869
Omnia Family Wealth
Florida
$6K
PMFA
870
Plante Moran Financial Advisors
Michigan
$4K -$5.59K -36 -57%
NC
871
NewSquare Capital
Pennsylvania
$4K
FA
872
FMA Advisory
Pennsylvania
$2.07K -$18.5K -119 -0.9%
TCM
873
Tradewinds Capital Management
Washington
$2K
CFD
874
Creative Financial Designs
Indiana
$2K +$1.55K +10 New
SIA
875
Sit Investment Associates
Minnesota
$2K +$1.55K +10 New

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.