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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
SAM
1076
Sompo Asset Management
Japan
-$330K -2,470 Closed
LC
1077
Lourd Capital
California
-$317K -2,369 Closed
CP
1078
Camelot Portfolios
Ohio
-$284K -2,128 Closed
GAMC
1079
Garner Asset Management Corp
Texas
-$284K -2,126 Closed
OFG
1080
OmniStar Financial Group
North Carolina
-$274K -2,046 Closed
DBG
1081
De Burlo Group
Massachusetts
-$267K -2,000 Closed
CWS
1082
Cypress Wealth Services
California
-$251K -1,878 Closed
GLA
1083
Good Life Advisors
Pennsylvania
-$234K -1,748 Closed
NHC
1084
Nicholas Hoffman & Company
Georgia
-$233K -1,741 Closed
BAS
1085
Brown Advisory Securities
Maryland
-$209K -1,568 Closed
HA
1086
Hamel Associates
New Jersey
-$200K -1,500 Closed
AWM
1087
Alterna Wealth Management
Texas
-$212K -1,307 Closed
NPP
1088
New Potomac Partners
Maryland
-$134K -1,000 Closed
PHK
1089
Point72 Hong Kong
Hong Kong
-$120K -898 Closed
AWM
1090
Avior Wealth Management
Nebraska
-$112K -842 Closed
PG
1091
Patten Group
Tennessee
-$70K -525 Closed
ATFA
1092
All Terrain Financial Advisors
Minnesota
-$66K -495 Closed
JA
1093
JOYN Advisors
Georgia
-$65K -485 Closed
W
1094
WealthOne
New York
-$61K -452 Closed
TFA
1095
Transamerica Financial Advisors
Florida
-$50K -370 Closed
SQA
1096
Simon Quick Advisors
New Jersey
-$38K -287 Closed
VAIA
1097
Virtus Alternative Investment Advisers
Connecticut
-$38K -282 Closed
MOS
1098
MGO One Seven
Ohio
-$37K -278 Closed
CCMW
1099
Cypress Capital Management (Wyoming)
Wyoming
-$33K -250 Closed
IIM
1100
Ipswich Investment Management
Massachusetts
-$28K -210 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.