We are live on ! Find out more

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
WAS
1001
Winch Advisory Services
Wisconsin
$11K
AIS
1002
Accurate Investment Solutions
Pennsylvania
$11K +$150 +1 +1%
LFA
1003
Legacy Financial Advisors
Kentucky
$11K +$1.8K +12 +20%
TA
1004
TCG Advisors
Texas
$9K +$8.85K +59 New
Capstone Investment Advisors
1005
Capstone Investment Advisors
New York
$8K -$405K -2,698 -98%
APSP
1006
Asset Planning Services (Pennsylvania)
Pennsylvania
$8K
PWM
1007
PRW Wealth Management
Massachusetts
$8K
DSC
1008
Duncker Streett & Co
Missouri
$8K +$7.5K +50 New
BCI
1009
Brinker Capital Investments
Pennsylvania
$8K +$7.8K +52 New
GSWM
1010
Golden State Wealth Management
California
$7K +$6.3K +42 New
CBT
1011
Capital Bank & Trust
California
$7K +$6.45K +43 New
LHC
1012
Little House Capital
Massachusetts
$7K +$7.5K +50 New
Capital Research Global Investors
1013
Capital Research Global Investors
California
$6K -$233M -1,553,698 -100%
NWM
1014
Northwest Wealth Management
Iowa
$6K
OC
1015
Oakworth Capital
Alabama
$6K
PGWM
1016
Parisi Gray Wealth Management
New Jersey
$6K
PMFA
1017
Plante Moran Financial Advisors
Michigan
$6K
AP
1018
Arlington Partners
Alabama
$6K +$5.7K +38 New
ME
1019
McIlrath & Eck
Washington
$5K -$150 -1 -3%
LFG
1020
Larson Financial Group
Missouri
$5K
SIS
1021
Sound Income Strategies
Florida
$5K
SMFS
1022
Squar Milner Financial Services
California
$5K
AF
1023
Allworth Financial
California
$5K +$4.95K +33 New
HDIM
1024
Hanson & Doremus Investment Management
Vermont
$5K +$5.1K +34 New
KL
1025
KWMG LLC
Kansas
$4K

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.