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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
CLOS
876
Compagnie Lombard Odier SCmA
Switzerland
$201K -$16.5K -110 -8%
SFWA
877
Summit Financial Wealth Advisors
Louisiana
$201K +$187K +1,245 New
CG
878
Colony Group
Massachusetts
$201K +$191K +1,272 New
PGA
879
Premia Global Advisors
Florida
$201K +$191K +1,274 New
PVWM
880
Point View Wealth Management
New Jersey
$201K +$191K +1,276 New
QCIG
881
Quad-Cities Investment Group
Iowa
$199K -$29.6K -197 -14%
WCM
882
WealthBridge Capital Management
Ohio
$199K +$600 +4 +0.3%
ATC
883
Adirondack Trust Company
New York
$181K +$15K +100 +10%
SOAMC
884
Spirit of America Management Corp
New York
$174K +$165K +1,100 New
AW
885
Alpha Windward
Massachusetts
$172K +$300 +2 +0.2%
FCA
886
FinTrust Capital Advisors
South Carolina
$168K +$6.45K +43 +4%
AIC
887
Ameritas Investment Company
Nebraska
$152K +$144K +963 New
WAP
888
Wealthcare Advisory Partners
Pennsylvania
$141K -$24.3K -162 -15%
QCG
889
Quadrant Capital Group
Ohio
$141K +$32.6K +217 +30%
IBOK
890
Independence Bank of Kentucky
Kentucky
$140K -$75K -500 -36%
First Manhattan
891
First Manhattan
New York
$139K -$10.7K -71 -7%
IUHSA
892
Itau Unibanco Holding S.A.
Brazil
$130K
MCM
893
McKinley Capital Management
Alaska
$128K
Rockefeller Capital Management
894
Rockefeller Capital Management
New York
$128K +$121K +808 New
OIA
895
OneDigital Investment Advisors
Kansas
$127K
RCAG
896
Rehmann Capital Advisory Group
Michigan
$127K -$3.3K -22 -3%
KPCM
897
Kings Point Capital Management
New York
$121K
BL
898
Balentine LLC
Georgia
$120K
CFGS
899
Concourse Financial Group Securities
Alabama
$119K -$35.1K -234 -24%
BAM
900
Belpointe Asset Management
Nevada
$117K -$342K -2,277 -75%

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.