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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
QAM
876
QCI Asset Management
New York
$85K +$82.8K +484 New
PG
877
Patten Group
Tennessee
$84K
BC
878
Bartlett & Co
Ohio
$82K +$8.55K +50 +12%
PWM
879
Perigon Wealth Management
California
$81K -$12.3K -72 -14%
ABA
880
American Beacon Advisors
Texas
$76K +$73.4K +429 New
WA
881
Winfield Associates
Ohio
$74K
BTIS
882
BB&T Investment Services
North Carolina
$72K +$7.01K +41 +17%
HT
883
Heritage Trust
Oklahoma
$71K
SIC
884
Salem Investment Counselors
North Carolina
$71K
PCM
885
Poehling Capital Management
Wisconsin
$71K +$68.4K +400 New
FMTCOCP
886
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$70.7K
FFC
887
First Financial Corp
Indiana
$69K
JCM
888
Jacobi Capital Management
Pennsylvania
$68K
VCM
889
Versant Capital Management
Arizona
$66K
IWP
890
Icon Wealth Partners
Texas
$66K +$64.3K +376 New
RIA
891
RPG Investment Advisory
California
$64K -$1.71K -10 -3%
NCM
892
New Capital Management
Texas
$63K
Barrow, Hanley, Mewhinney & Strauss
893
Barrow, Hanley, Mewhinney & Strauss
Texas
$61K +$7.18K +42 +14%
SLF
894
Sun Life Financial
Ontario, Canada
$60K -$140K -818 -71%
KTM
895
Keeler Thomas Management
Utah
$60K +$58.8K +344 New
SC
896
Skylands Capital
Wisconsin
$57K -$34.2K -200 -38%
MFBTD
897
MB Financial Bank - Trust Department
Illinois
$57K
SIAS
898
Shine Investment Advisory Services
Colorado
$55K
CM
899
Castleark Management
Illinois
$53K
PSC
900
Prentiss Smith & Co
Vermont
$53K

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.