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927 hedge funds and large institutions have $17.8B invested in Cummins in 2018 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 330 increasing their positions, 352 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 352

1.25% less ownership

Funds ownership: 82.45%81.2% (-1.3%)

5% less funds holding

Funds holding: 971927 (-44)

19% less capital invested

Capital invested by funds: $22B → $17.8B (-$4.21B)

25% less call options, than puts

Call options by funds: $211M | Put options by funds: $280M

30% less first-time investments, than exits

New positions opened: 86 | Existing positions closed: 122

86% less funds holding in top 10

Funds holding in top 10: 71 (-6)

Holders
927
Holders Change
-44
Holders Change %
-4.53%
% of All Funds
21.22%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
86
Increased
330
Reduced
352
Closed
122
Calls
$211M
Puts
$280M
Net Calls
-$69M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
1001
Jaffetilchin Investment Partners
Florida
-$233K -1,435 Closed
MMHP
1002
Murphy Middleton Hinkle & Parker
Georgia
-$228K -1,407 Closed
AA
1003
Ancora Advisors
Ohio
-$228K -1,405 Closed
BG
1004
Bahl & Gaynor
Ohio
-$227K -1,401 Closed
CDH
1005
Charles D. Hyman
-$227K -1,400 Closed
WAM
1006
Wallington Asset Management
Indiana
-$227K -1,400 Closed
WPP
1007
Whalerock Point Partners
Rhode Island
-$223K -1,372 Closed
AC
1008
Arjuna Capital
North Carolina
-$221K -1,363 Closed
DAS
1009
Dynamic Advisor Solutions
Arizona
-$221K -1,363 Closed
VHAM
1010
Van Hulzen Asset Management
California
-$220K -1,355 Closed
LNC
1011
Lincoln National Corp
Pennsylvania
-$217K -1,343 Closed
BDF
1012
Balasa Dinverno & Foltz
-$217K -1,339 Closed
CCM
1013
Crossvault Capital Management
Texas
-$211K -1,300 Closed
Luther King Capital Management (LKCM)
1014
Luther King Capital Management (LKCM)
Texas
-$211K -1,300 Closed
SFG
1015
Summit Financial Group
West Virginia
-$211K -1,300 Closed
PCM
1016
Prelude Capital Management
New York
-$210K -1,296 Closed
FNT
1017
First Nebraska Trust
Nebraska
-$210K -1,295 Closed
GCAC
1018
Guardian Capital Advisors (Canada)
Ontario, Canada
-$210K -1,295 Closed
PGA
1019
Premia Global Advisors
Florida
-$206K -1,274 Closed
BCM
1020
Breiter Capital Management
Florida
-$202K -1,246 Closed
TCOT
1021
Trust Company of Toledo
Ohio
-$202K -1,244 Closed
GT
1022
Greenleaf Trust
Michigan
-$201K -1,240 Closed
WBG
1023
Wharton Business Group
Pennsylvania
-$200K -1,234 Closed
LPIC
1024
LeJeune Puetz Investment Counsel
Michigan
-$162K -1,000 Closed
MCWS
1025
McKinley Carter Wealth Services
West Virginia
-$146K -900 Closed

CMI Hedge Fund Activity: Q2 2018 in Review

927 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2018, worth a combined $17.8B — down 19% from $22B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of CMI and 86 opened new positions — a net loss of 36 holders — while 352 trimmed existing stakes and 330 added.

The largest buyer was Boston Partners, adding an estimated $230M. The largest seller was Ninety One (UK), exiting entirely with an estimated $150M sold.

  • 927 institutional investors held Cummins (CMI) as of Q2 2018, down from 971 in Q1 2018.
  • Funds reported $17.8B of Cummins stock for Q2 2018, down 19% quarter-over-quarter.
  • 86 funds opened new Cummins positions in Q2 2018 and 122 closed out, a net change of -36 holders.
  • The largest Cummins buyer in Q2 2018 was Boston Partners, an estimated $230M added.
  • The largest Cummins seller in Q2 2018 was Ninety One (UK), an estimated $150M sold.

Based on aggregated 13F filings for Q2 2018.