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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
AIS
876
Accurate Investment Solutions
Pennsylvania
$11K +$3.08K +19 +41%
BBHC
877
Brown Brothers Harriman & Co
New York
$10K
AF
878
Allworth Financial
California
$10K +$9.55K +59 New
SSA
879
South Street Advisors
New York
$9.88K +$9.51M +58,785 New
SPIA
880
Steward Partners Investment Advisory
New York
$9K -$280K -1,732 -97%
FPFS
881
First Personal Financial Services
North Carolina
$9K
GRP
882
Global Retirement Partners
California
$9K
Walleye Trading
883
Walleye Trading
New York
$8.83K +$453K +2,800 +6%
APSP
884
Asset Planning Services (Pennsylvania)
Pennsylvania
$8K
SNT
885
Security National Trust
West Virginia
$7K -$206K -1,270 -97%
BL
886
Balentine LLC
Georgia
$7K
DVM
887
Dreman Value Management
Florida
$7K
LA
888
Legacy Advisors
Pennsylvania
$7K +$7.12K +44 New
TC
889
Trust Company
Kansas
$6K -$3.24K -20 -36%
MFW
890
Mosaic Family Wealth
Missouri
$6K
OFW
891
Omnia Family Wealth
Florida
$6K
PMFA
892
Plante Moran Financial Advisors
Michigan
$5K
CIM
893
Contravisory Investment Management
Massachusetts
$5K +$4.86K +30 New
FMA
894
FNY Managed Accounts
New York
$5K +$5.18K +32 New
NC
895
NewSquare Capital
Pennsylvania
$4K
CPIG
896
Chicago Partners Investment Group
Illinois
$4K +$4.05K +25 New
CFD
897
Creative Financial Designs
Indiana
$2K
SIA
898
Sit Investment Associates
Minnesota
$2K
TCM
899
Tradewinds Capital Management
Washington
$2K +$162 +1 +10%
WAP
900
Wealthcare Advisory Partners
Pennsylvania
$2K +$1.78K +11 New

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.