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971 hedge funds and large institutions have $17B invested in Cummins in 2018 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 311 increasing their positions, 393 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 610 (+4)

41% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 103

3% more funds holding

Funds holding: 940971 (+31)

0.22% more ownership

Funds ownership: 80.47%80.69% (+0.22%)

11% less capital invested

Capital invested by funds: $19.2B → $17B (-$2.18B)

21% less repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 393

26% less call options, than puts

Call options by funds: $164M | Put options by funds: $221M

Holders
971
Holders Change
+31
Holders Change %
+3.3%
% of All Funds
21.63%
Holding in Top 10
10
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
145
Increased
311
Reduced
393
Closed
103
Calls
$164M
Puts
$221M
Net Calls
-$57.2M
Net Calls Change
-$3.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PSC
1051
Prentiss Smith & Co
Vermont
-$44K -300 Closed
TG
1052
TLP Group
Illinois
-$25K -171 Closed
SCM
1053
Southport Capital Management
Tennessee
-$20K -140 Closed
TPWA
1054
TRUE Private Wealth Advisors
Oregon
-$20.2K -139 Closed
RFWA
1055
RPg Family Wealth Advisory
Massachusetts
-$19.6K -134 Closed
IP
1056
Isthmus Partners
Wisconsin
-$18K -121 Closed
DWM
1057
Destination Wealth Management
California
-$16K -110 Closed
VEA
1058
Virtus ETF Advisers
New York
-$15K -102 Closed
IP
1059
Intellectus Partners
California
-$14K -93 Closed
OWA
1060
One Wealth Advisors
California
-$10K -69 Closed
BCM
1061
Brasada Capital Management
Texas
-$9K -65 Closed
MUS
1062
Mitsubishi UFJ Securities
Japan
-$7K -50 Closed
TC
1063
Trilogy Capital
California
-$5K -35 Closed
TC
1064
Trust Company
Kansas
-$5K -35 Closed
AAP
1065
Arax Advisory Partners
Colorado
-$4K -29 Closed
CBT
1066
Capital Bank & Trust
California
-$4K -28 Closed
CGT
1067
Capital Guardian Trust
California
-$4K -25 Closed
ML
1068
McAdam LLC
Pennsylvania
-$3K -18 Closed
FPFS
1069
First Personal Financial Services
North Carolina
-$2K -16 Closed
MCM
1070
Monument Capital Management
Virginia
-$1K -7 Closed
TFS
1071
TrustCore Financial Services
Tennessee
-$1K -7 Closed
LPWM
1072
Lake Point Wealth Management
Texas
+$424 +3 New

CMI Hedge Fund Activity: Q4 2018 in Review

971 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q4 2018, worth a combined $17B — down 11% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new CMI positions and 103 closed out — a net gain of 42 holders — while 311 added to existing stakes and 393 trimmed.

The largest buyer was Invesco, adding an estimated $130M. The largest seller was Capital Research Global Investors, cutting an estimated $369M.

  • 971 institutional investors held Cummins (CMI) as of Q4 2018, up from 940 in Q3 2018.
  • Funds reported $17B of Cummins stock for Q4 2018, down 11% quarter-over-quarter.
  • 145 funds opened new Cummins positions in Q4 2018 and 103 closed out, a net change of +42 holders.
  • The largest Cummins buyer in Q4 2018 was Invesco, an estimated $130M added.
  • The largest Cummins seller in Q4 2018 was Capital Research Global Investors, an estimated $369M sold.

Based on aggregated 13F filings for Q4 2018.