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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
FIB
851
First Interstate Bank
Montana
$148K
FANJ
852
Financial Architects (New Jersey)
New Jersey
$147K +$26.5K +155 +23%
KPCM
853
Kings Point Capital Management
New York
$136K +$11.8K +69 +10%
CFA
854
Carroll Financial Associates
North Carolina
$128K +$29.9K +175 +32%
RPG
855
Risk Paradigm Group
Texas
$127K +$123K +718 New
H
856
Hexavest
Quebec, Canada
$120K -$17.8K -104 -13%
CBT
857
Capital Bank & Trust
California
$117K +$27.5K +161 +32%
FIM
858
Foresters Investment Management
New York
$116K +$112K +654 New
QCG
859
Quadrant Capital Group
Ohio
$115K
WAP
860
Wealthcare Advisory Partners
Pennsylvania
$109K +$104K +606 +5,509%
PCTC
861
Perkins Coie Trust Company
Washington
$106K
MA
862
MCF Advisors
Kentucky
$103K
CPIG
863
Chicago Partners Investment Group
Illinois
$103K +$95.8K +560 +2,240%
LJHT
864
Laurie J. Hall Trustee
$101K +$345K +2,020 +842%
PFA
865
Pathway Financial Advisors
Vermont
$99K +$95.9K +561 New
WTC
866
WhitTier Trust Company
Nevada
$98K +$95.1K +556 New
EFSCE
867
Enterprise Financial Services Corp (EFSC)
Missouri
$95K -$6.5K -38 -7%
HI
868
Hudock Inc
Pennsylvania
$93K +$513 +3 +0.6%
AIM
869
Advantage Investment Management
Iowa
$91K -$8.21K -48 -9%
GLI
870
Guardian Life Insurance
New York
$90K +$26.2K +153 +43%
BWP
871
Baldwin Wealth Partners
Massachusetts
$88K
M
872
MOTCO
Texas
$88K
MRCM
873
M&R Capital Management
New Jersey
$88K
WTB
874
Washington Trust Bank
Washington
$88K
HIIFS
875
Harel Insurance Investments & Financial Services
Israel
$88K +$85.5K +500 New

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.