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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
VIA
851
Vantage Investment Advisors
Pennsylvania
$29K
WAS
852
WESPAC Advisors SoCal
California
$28K
HR
853
Howe & Rusling
New York
$28K +$2.75K +17 +12%
GBT
854
Grove Bank & Trust
Florida
$27K
GBBWRPM
855
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$25K -$8.09K -50 -25%
OC
856
Oakworth Capital
Alabama
$24K
WIM
857
Westside Investment Management
California
$23K +$2.43K +15 +13%
IP
858
Isthmus Partners
Wisconsin
$22K -$1.62K -10 -7%
BWM
859
Baystate Wealth Management
Massachusetts
$22K
GAM
860
Gemmer Asset Management
California
$22K
GT
861
Greenleaf Trust
Michigan
$22K +$21.2K +131 New
EWM
862
Endurance Wealth Management
Rhode Island
$21K
PAI
863
Pittenger & Anderson Inc
Nebraska
$20K +$18.9K +117 New
WPA
864
West Paces Advisors
Georgia
$19.5K
PFBT
865
Parkside Financial Bank & Trust
Missouri
$19K -$28.3K -175 -60%
TFO
866
Tarbox Family Office
California
$18K +$1.29K +8 +8%
AC
867
Alexandria Capital
Virginia
$17K -$16.7K -103 -51%
CCM
868
Cribstone Capital Management
Maine
$17K -$9.71K -60 -38%
CPA
869
Clear Perspective Advisors
Illinois
$17K
JFA
870
JNBA Financial Advisors
Minnesota
$17K
MUS
871
Mitsubishi UFJ Securities
Japan
$17K
PHK
872
Point72 Hong Kong
Hong Kong
$15K +$14.9K +92 New
DAM
873
Delta Asset Management
Tennessee
$13K
RFA
874
Reilly Financial Advisors
California
$13K
LF
875
Lee Financial
Texas
$12K

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.