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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
HR
926
Howe & Rusling
New York
$29K +$513 +3 +2%
DCM
927
Delpha Capital Management
New York
$29K +$28.6K +167 New
Carson Wealth (CWM LLC)
928
Carson Wealth (CWM LLC)
Nebraska
$28K -$180K -1,054 -87%
CA
929
Crewe Advisors
Utah
$27K +$26.3K +154 New
FAM
930
Fred Alger Management
New York
$26K -$11.5K -67 -32%
LF
931
Lee Financial
Texas
$26K +$12.7K +74 +100%
KA
932
Kaizen Advisory
Illinois
$26K +$25.1K +147 New
BWM
933
Baystate Wealth Management
Massachusetts
$25K
GAM
934
Gemmer Asset Management
California
$23K
IP
935
Isthmus Partners
Wisconsin
$23K
WIM
936
Westside Investment Management
California
$22.6K -$1.71K -10 -7%
EWM
937
Endurance Wealth Management
Rhode Island
$22K
TFO
938
Tarbox Family Office
California
$19K
PAI
939
Pittenger & Anderson Inc
Nebraska
$18K -$2.91K -17 -15%
CPA
940
Clear Perspective Advisors
Illinois
$18K
CCM
941
Cribstone Capital Management
Maine
$18K
JFA
942
JNBA Financial Advisors
Minnesota
$18K
TL
943
TrueWealth LLC
Georgia
$17K +$16.8K +98 New
KJWM
944
Kiley Juergens Wealth Management
Washington
$17K +$17.1K +100 New
WPA
945
West Paces Advisors
Georgia
$17K -$3.42K -20 -17%
HFP
946
Holistic Financial Partners
Indiana
$16K +$15.4K +90 New
PW
947
Price Wealth
Texas
$16K +$16.1K +94 New
HWM
948
Holloway Wealth Management
Florida
$14K
RFA
949
Reilly Financial Advisors
California
$14K
RFM
950
Royal Fund Management
Florida
$13K +$13K +76 New

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.