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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
CB
976
CNB Bank
Pennsylvania
$22K
GAM
977
Gemmer Asset Management
California
$21K
AIM
978
Assured Investment Management
New York
$20K -$8.37M -55,794 -100%
EWM
979
Executive Wealth Management
Michigan
$20K -$2.85K -19 -13%
GWMIA
980
Global Wealth Management Investment Advisory
Florida
$18K
TFO
981
Tarbox Family Office
California
$18K
FIB
982
First Interstate Bank
Montana
$16K -$30K -200 -67%
PCP
983
Proficio Capital Partners
Massachusetts
$16K -$1.05K -7 -7%
APC
984
Aspire Private Capital
North Carolina
$16K
EWM
985
Endurance Wealth Management
Rhode Island
$16K
JFA
986
JNBA Financial Advisors
Minnesota
$16K
SMG
987
Spectrum Management Group
Indiana
$16K
TF
988
Tompkins Financial
New York
$16K
WPA
989
West Paces Advisors
Georgia
$15.2K
EDRH
990
Edmond de Rothschild Holding
Switzerland
$15K -$215K -1,434 -94%
RFA
991
Reilly Financial Advisors
California
$15K +$2.1K +14 +18%
TL
992
TrueWealth LLC
Georgia
$14K
CFD
993
Creative Financial Designs
Indiana
$14K +$1.5K +10 +13%
GT
994
Glenmede Trust
Pennsylvania
$13.7K -$2.29M -15,276 -15%
CIA
995
CSat Investment Advisory
Michigan
$13K -$1.8K -12 -13%
LWANC
996
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K
AIA
997
Alera Investment Advisors
Illinois
$12K +$3.75K +25 +50%
BMM
998
Buffington Mohr McNeal
Idaho
$12K +$11.3K +75 New
GI
999
Gradient Investments
Minnesota
$11K -$35.4K -236 -77%
GRP
1000
Global Retirement Partners
California
$11K

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.