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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
LFG
1026
LifePlan Financial Group
Ohio
$4K
LWM
1027
Liberty Wealth Management
California
$3K -$4.05K -27 -55%
MSA
1028
Marino Stram & Associates
Massachusetts
$3K -$2.1K -14 -39%
NIM
1029
NuWave Investment Management
New Jersey
$3K
RA
1030
Rational Advisors
New York
$3K
SFA
1031
Semmax Financial Advisors
North Carolina
$3K +$2.4K +16 New
QT
1032
Quantamental Technologies
New York
$3K +$2.7K +18 New
AOWM
1033
Alpha Omega Wealth Management
Virginia
$3K +$3K +20 New
WCG
1034
Weaver Consulting Group
California
$3K +$3.15K +21 New
AA
1035
Advisory Alpha
Michigan
$2.48K +$2.25K +15 New
RWML
1036
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.05K
OFW
1037
Omnia Family Wealth
Florida
$2K
NR
1038
Newfound Research
Massachusetts
$2K +$300 +2 +18%
GWS
1039
Glassman Wealth Services
Virginia
$2K +$1.05K +7 +88%
DWM
1040
Destination Wealth Management
California
$2K +$1.5K +10 New
TFGT
1041
TS Financial Group (TSFG)
Illinois
$2K +$1.8K +12 New
SCM
1042
Shelton Capital Management
Colorado
$1.7K -$215K -1,433 -84%
CAM
1043
ClariVest Asset Management
California
$1K
LPWM
1044
Lake Point Wealth Management
Texas
$1K
TFS
1045
TrustCore Financial Services
Tennessee
$1K +$1.05K +7 New
BFG
1046
Beacon Financial Group
Texas
$506 -$3.15K -21 -0.7%
CT
1047
Chicago Trust
Illinois
$395
Voloridge Investment Management
1048
Voloridge Investment Management
Florida
-$9.46M -70,788 Closed
RCAMU
1049
Rothschild & Co Asset Management US
Connecticut
-$6.98M -52,239 Closed
Susquehanna International Group
1050
Susquehanna International Group
Pennsylvania
-$5.23M -34,878 Closed

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.