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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
CAM
851
Columbia Asset Management
Michigan
$223K
PCG
852
Private Capital Group
Connecticut
$222K +$21.9K +146 +12%
GHAM
853
Gilman Hill Asset Management
Connecticut
$222K +$211K +1,405 New
ClearBridge Investments
854
ClearBridge Investments
New York
$221K -$50.3K -335 -19%
PMG
855
ProVise Management Group
Florida
$221K +$210K +1,400 New
WAM
856
Wallington Asset Management
Indiana
$221K +$210K +1,400 New
SWA
857
Sutton Wealth Advisors
Florida
$221K +$600 +4 +0.3%
AIM
858
Anchor Investment Management
South Carolina
$219K -$5.25K -35 -2%
WPP
859
Whalerock Point Partners
Rhode Island
$217K +$206K +1,372 New
CPA
860
Court Place Advisors
Maryland
$214K +$203K +1,353 New
DAS
861
Dynamic Advisor Solutions
Arizona
$213K +$202K +1,349 New
NL
862
NWAM LLC
Washington
$210K +$200K +1,333 New
DCM
863
Driehaus Capital Management
Illinois
$208K +$197K +1,315 New
MMHP
864
Murphy Middleton Hinkle & Parker
Georgia
$208K +$197K +1,316 New
WAM
865
Weiss Asset Management
Massachusetts
$207K +$197K +1,311 New
FHA
866
Flagship Harbor Advisors
Massachusetts
$206K -$5.7K -38 -3%
FCBT
867
First Citizens Bank & Trust
North Carolina
$206K +$195K +1,301 New
FFG
868
Fortem Financial Group
California
$206K +$196K +1,304 New
LWAC
869
Laurel Wealth Advisors (California)
California
$206K +$196K +1,307 New
EGA
870
E&G Advisors
Texas
$205K -$90K -600 -32%
AB
871
Atlas Brown
Kentucky
$205K +$195K +1,300 New
FNT
872
First Nebraska Trust
Nebraska
$204K +$194K +1,295 New
CCA
873
Checchi Capital Advisers
California
$203K +$193K +1,284 New
BCM
874
Breiter Capital Management
Florida
$202K +$187K +1,246 New
CCP
875
Corient Capital Partners
California
$202K +$192K +1,282 New

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.