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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
GBT
951
Grove Bank & Trust
Florida
$12K -$15.7K -92 -57%
AIS
952
Accurate Investment Solutions
Pennsylvania
$12K +$171 +1 +2%
RPC
953
Rossmore Private Capital
Connecticut
$11.7K +$11.3K +66 New
BBHC
954
Brown Brothers Harriman & Co
New York
$11K +$1.2K +7 +12%
MBT
955
Monroe Bank & Trust
Michigan
$11K +$10.3K +60 New
NMC
956
Nine Masts Capital
Hong Kong
$11K +$10.6K +62 New
CAC
957
Certified Advisory Corp
Florida
$11K +$10.8K +63 New
GRP
958
Global Retirement Partners
California
$10K
TDC
959
Thompson Davis & Co
Virginia
$9K -$36.3K -212 -81%
MUS
960
Mitsubishi UFJ Securities
Japan
$9K -$8.55K -50 -50%
APSP
961
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K
FPFS
962
First Personal Financial Services
North Carolina
$9K
FMA
963
FNY Managed Accounts
New York
$9K +$4.1K +24 +75%
BL
964
Balentine LLC
Georgia
$8K
PMFA
965
Plante Moran Financial Advisors
Michigan
$8K +$2.91K +17 +63%
OC
966
Oakworth Capital
Alabama
$7K -$18.1K -106 -71%
SNT
967
Security National Trust
West Virginia
$7K
NC
968
NewSquare Capital
Pennsylvania
$7K +$2.74K +16 +67%
PGWM
969
Parisi Gray Wealth Management
New Jersey
$7K +$6.84K +40 New
AC
970
Avestar Capital
New York
$7K +$7.7K +45 New
TC
971
Trust Company
Kansas
$6K
CIM
972
Contravisory Investment Management
Massachusetts
$5K
NIM
973
NuWave Investment Management
New Jersey
$5K +$4.62K +27 New
LWA
974
Lenox Wealth Advisors
New York
$4K +$3.42K +20 New
AWA
975
Acorn Wealth Advisors
Michigan
$4K +$3.76K +22 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.