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927 hedge funds and large institutions have $17.8B invested in Cummins in 2018 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 330 increasing their positions, 352 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 352

1.25% less ownership

Funds ownership: 82.45%81.2% (-1.3%)

5% less funds holding

Funds holding: 971927 (-44)

19% less capital invested

Capital invested by funds: $22B → $17.8B (-$4.21B)

25% less call options, than puts

Call options by funds: $211M | Put options by funds: $280M

30% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 122

86% less funds holding in top 10

Funds holding in top 10: 71 (-6)

Holders
927
Holders Change
-44
Holders Change %
-4.53%
% of All Funds
21.22%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
86
Increased
330
Reduced
352
Closed
122
Calls
$211M
Puts
$280M
Net Calls
-$69M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
876
JNBA Financial Advisors
Minnesota
$13K
PAI
877
Pittenger & Anderson Inc
Nebraska
$13K
WPA
878
West Paces Advisors
Georgia
$12.8K
CFD
879
Creative Financial Designs
Indiana
$12K +$11.7K +78 +780%
RFA
880
Reilly Financial Advisors
California
$11K
CA
881
Centerpoint Advisors
Massachusetts
$10K +$11.1K +74 New
TAIM
882
TD Ameritrade Investment Management
Nebraska
$10K +$11.1K +74 New
WAS
883
Winch Advisory Services
Wisconsin
$9K -$806K -5,384 -99%
PCP
884
Proficio Capital Partners
Massachusetts
$9K -$3.44K -23 -26%
AIS
885
Accurate Investment Solutions
Pennsylvania
$9K
SIS
886
Sound Income Strategies
Florida
$9K +$4.79K +32 +97%
FIA
887
FNY Investment Advisers
New York
$9K +$10.3K +69 New
BWA
888
BDO Wealth Advisors
Florida
$9K +$10.5K +70 New
OWA
889
One Wealth Advisors
California
$8K -$67.2K -449 -88%
LWA
890
Lenox Wealth Advisors
New York
$8K -$2.99K -20 -25%
AC
891
Avestar Capital
New York
$8K +$3.74K +25 +52%
APSP
892
Asset Planning Services (Pennsylvania)
Pennsylvania
$7K
MUS
893
Mitsubishi UFJ Securities
Japan
$7K
CIA
894
CSat Investment Advisory
Michigan
$7K +$8.08K +54 New
LF
895
Lee Financial
Texas
$6K
NC
896
NewSquare Capital
Pennsylvania
$5K
NWM
897
Northwest Wealth Management
Iowa
$5K
OC
898
Oakworth Capital
Alabama
$5K
PGWM
899
Parisi Gray Wealth Management
New Jersey
$5K
TC
900
Trust Company
Kansas
$5K

CMI Hedge Fund Activity: Q2 2018 in Review

927 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2018, worth a combined $17.8B — down 19% from $22B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of CMI and 86 opened new positions — a net loss of 36 holders — while 352 trimmed existing stakes and 330 added.

The largest buyer was Boston Partners, adding an estimated $230M. The largest seller was Ninety One (UK), exiting entirely with an estimated $150M sold.

  • 927 institutional investors held Cummins (CMI) as of Q2 2018, down from 971 in Q1 2018.
  • Funds reported $17.8B of Cummins stock for Q2 2018, down 19% quarter-over-quarter.
  • 86 funds opened new Cummins positions in Q2 2018 and 122 closed out, a net change of -36 holders.
  • The largest Cummins buyer in Q2 2018 was Boston Partners, an estimated $230M added.
  • The largest Cummins seller in Q2 2018 was Ninety One (UK), an estimated $150M sold.

Based on aggregated 13F filings for Q2 2018.