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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
ARMT
901
Amica Retiree Medical Trust
Rhode Island
$112K
HI
902
Hudock Inc
Pennsylvania
$111K +$750 +5 +0.7%
WTB
903
Washington Trust Bank
Washington
$111K +$30.9K +206 +41%
PB
904
Pinnacle Bancorp
Nebraska
$104K -$9.45K -63 -9%
HI
905
Human Investing
Oregon
$103K +$5.4K +36 +6%
CFA
906
Carroll Financial Associates
North Carolina
$101K -$7.35K -49 -7%
AIM
907
Advantage Investment Management
Iowa
$99K -$63.3K -422 -40%
FWM
908
Focused Wealth Management
New York
$95K
IRC
909
Investors Research Corp
Georgia
$95K +$90K +600 New
FC
910
Ferris Capital
Massachusetts
$94K -$3.9K -26 -4%
VanEck Associates
911
VanEck Associates
New York
$93K -$900 -6 -1%
MUS
912
Mitsubishi UFJ Securities
Japan
$92K +$87K +580 New
WTC
913
WhitTier Trust Company
Nevada
$88K
IFAM
914
Institutional & Family Asset Management
Colorado
$87K +$82.4K +549 New
ZB
915
Zions Bancorporation
Utah
$87K +$82.7K +551 New
MA
916
MCF Advisors
Kentucky
$84K
MRCM
917
M&R Capital Management
New Jersey
$81K
BWP
918
Baldwin Wealth Partners
Massachusetts
$79K
FANJ
919
Financial Architects (New Jersey)
New Jersey
$77K
TC
920
Truvestments Capital
Florida
$76K +$71.7K +478 New
PCM
921
Princeton Capital Management
New Jersey
$75K
DBT
922
Dubuque Bank & Trust
Iowa
$73K -$48.8K -325 -41%
BCWM
923
Bartlett & Co Wealth Management
Ohio
$71K -$1.95K -13 -3%
BC
924
Bartlett & Co
Ohio
$71K -$1.95K -13 -3%
M
925
MOTCO
Texas
$71K

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.