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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
SLF
951
Sun Life Financial
Ontario, Canada
$39K -$1.15M -7,689 -97%
SC
952
Skylands Capital
Wisconsin
$39K
TWA
953
TCI Wealth Advisors
Arizona
$38K
AssetMark Inc
954
AssetMark Inc
California
$35K -$156K -1,038 -82%
LJHT
955
Laurie J. Hall Trustee
$35K +$4.5K +30 +16%
CCM
956
Cribstone Capital Management
Maine
$34K -$10.5K -70 -25%
TFA
957
Toth Financial Advisory
Virginia
$33K +$8.25K +55 +35%
HIIFS
958
Harel Insurance Investments & Financial Services
Israel
$32K -$75K -500 -71%
CCM
959
Copeland Capital Management
Pennsylvania
$32K
NSB
960
Norway Savings Bank
Maine
$32K
RTC
961
Riverview Trust Company
Washington
$32K
WAM
962
Wakefield Asset Management
Colorado
$32K
SIA
963
SeaBridge Investment Advisors
New Jersey
$32K +$30K +200 New
RAM
964
Riggs Asset Management
Pennsylvania
$31K
GWA
965
Guidant Wealth Advisors
Illinois
$29K +$27.2K +181 New
AA
966
AlphaMark Advisors
Kentucky
$28K
BCA
967
Berman Capital Advisors
Georgia
$27K +$6.9K +46 +36%
ST
968
Smithfield Trust
Pennsylvania
$26K
WAS
969
WESPAC Advisors SoCal
California
$26K
FFC
970
First Financial Corp
Indiana
$25K
PAI
971
Pittenger & Anderson Inc
Nebraska
$24K +$7.5K +50 +50%
SFSIG
972
San Francisco Sentry Investment Group
California
$23K -$15K -100 -40%
HR
973
Howe & Rusling
New York
$23K +$9.45K +63 +78%
FGAM
974
Financial Gravity Asset Management
Texas
$23K +$21.6K +144 New
BWM
975
Baystate Wealth Management
Massachusetts
$22K

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.