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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
FNB
901
Farmers National Bank
Kentucky
$53K +$51.3K +300 New
ATFA
902
All Terrain Financial Advisors
Minnesota
$52K +$50.4K +295 New
CB
903
CNB Bank
Pennsylvania
$51K +$49.1K +287 New
LWM
904
Lenox Wealth Management
Ohio
$50K
MPA
905
Marvin & Palmer Associates
Delaware
$48K -$3.58M -20,960 -99%
AA
906
AlphaMark Advisors
Kentucky
$48K
MMG
907
Monetary Management Group
Missouri
$46K +$10.3K +60 +30%
AFNAS
908
American Financial Network Advisory Services
California
$42K -$5.47K -32 -12%
ClearBridge Investments
909
ClearBridge Investments
New York
$42K
PFBT
910
Parkside Financial Bank & Trust
Missouri
$42K +$21.4K +125 +109%
SP
911
SWS Partners
Ohio
$42K +$41K +240 New
TWA
912
TCI Wealth Advisors
Arizona
$40K
PFGIA
913
Patriot Financial Group Insurance Agency
Massachusetts
$40K +$3.42K +20 +10%
MOS
914
MGO One Seven
Ohio
$36K +$34.9K +204 New
FWM
915
Focused Wealth Management
New York
$35K
RAM
916
Riggs Asset Management
Pennsylvania
$35K
GFP
917
Gryphon Financial Partners
Ohio
$35K +$33.9K +198 New
MCM
918
Mainstay Capital Management
Michigan
$35K +$34.2K +200 New
EAM
919
Exane Asset Management
France
$34.3K +$33.2K +194 New
ANBT
920
American National Bank & Trust
Texas
$33K
PCP
921
Proficio Capital Partners
Massachusetts
$33K +$2.39K +14 +8%
YWP
922
YorkBridge Wealth Partners
New York
$32K
VIA
923
Vantage Investment Advisors
Pennsylvania
$30K
WAS
924
WESPAC Advisors SoCal
California
$30K
ST
925
Smithfield Trust
Pennsylvania
$29K -$6.67K -39 -19%

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.