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Cummins

939 hedge funds and large institutions have $19.2B invested in Cummins in 2018 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 349 increasing their positions, 344 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more funds holding in top 10

Funds holding in top 10: 16 (+5)

28% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 82

8% more capital invested

Capital invested by funds: $17.8B → $19.2B (+$1.4B)

1% more funds holding

Funds holding: 926939 (+13)

1% more repeat investments, than reductions

Existing positions increased: 349 | Existing positions reduced: 344

0.73% less ownership

Funds ownership: 81.2%80.47% (-0.73%)

19% less call options, than puts

Call options by funds: $221M | Put options by funds: $275M

Holders
939
Holders Change
+13
Holders Change %
+1.4%
% of All Funds
21.47%
Holding in Top 10
6
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+500%
% of All Funds
0.14%
New
105
Increased
349
Reduced
344
Closed
82
Calls
$221M
Puts
$275M
Net Calls
-$53.5M
Net Calls Change
+$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
101
Element Capital Management
New York
$26.8M +$6.93M +49,216 +37%
Wellington Management Group
102
Wellington Management Group
Massachusetts
$24.5M -$8.05M -57,192 -25%
PAMU
103
Pictet Asset Management (UK)
United Kingdom
$24.2M -$296K -2,105 -1%
Manulife (Manufacturers Life Insurance)
104
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23M -$2.87M -20,370 -11%
HPC
105
HM Payson & Co
Maine
$22.9M -$1.88M -13,362 -8%
HSBC Holdings
106
HSBC Holdings
United Kingdom
$22.6M -$22.8M -161,964 -51%
DCM
107
Donaldson Capital Management
Indiana
$22.6M +$20.3M +144,225 +1,366%
CS
108
Candriam SCA
Luxembourg
$22.2M +$6.63M +47,075 +45%
CIBC World Market
109
CIBC World Market
Ontario, Canada
$22.2M +$16.5M +117,449 +340%
GIA
110
Gateway Investment Advisers
Ohio
$21.4M -$228K -1,616 -1%
HighTower Advisors
111
HighTower Advisors
Illinois
$19.7M +$3M +21,303 +19%
AG
112
Aperio Group
California
$19.4M +$1.24M +8,783 +7%
USAA
113
United Services Automobile Association
Texas
$18.9M +$2.4M +17,035 +15%
Chevy Chase Trust
114
Chevy Chase Trust
Maryland
$18.2M -$797K -5,664 -4%
US Bancorp
115
US Bancorp
Minnesota
$18.1M +$234K +1,663 +1%
Capital Fund Management (CFM)
116
Capital Fund Management (CFM)
France
$17.5M +$16.9M +120,123 New
RJFSA
117
Raymond James Financial Services Advisors
Florida
$17.5M -$327K -2,320 -2%
KBC Group
118
KBC Group
Belgium
$17.4M +$1.01M +7,141 +6%
WCM
119
Wedge Capital Management
North Carolina
$17.2M +$243K +1,729 +1%
Aviva
120
Aviva
United Kingdom
$16.4M +$4.8M +34,110 +44%
Retirement Systems of Alabama
121
Retirement Systems of Alabama
Alabama
$16.4M +$27.3K +194 +0.2%
D.E. Shaw & Co
122
D.E. Shaw & Co
New York
$16.1M +$9.29M +65,990 +150%
SCM
123
SKBA Capital Management
California
$15.9M +$15.3M +108,850 New
BA
124
Bridgewater Associates
Connecticut
$15.7M -$18M -128,036 -54%
DekaBank Deutsche Girozentrale
125
DekaBank Deutsche Girozentrale
Germany
$15.1M +$903K +6,412 +6%

CMI Hedge Fund Activity: Q3 2018 in Review

939 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q3 2018, worth a combined $19.2B — up 7.9% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new CMI positions and 82 closed out — a net gain of 23 holders — while 349 added to existing stakes and 344 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $202M. The largest seller was Capital World Investors, cutting an estimated $170M.

  • 939 institutional investors held Cummins (CMI) as of Q3 2018, up from 926 in Q2 2018.
  • Funds reported $19.2B of Cummins stock for Q3 2018, up 7.9% quarter-over-quarter.
  • 105 funds opened new Cummins positions in Q3 2018 and 82 closed out, a net change of +23 holders.
  • The largest Cummins buyer in Q3 2018 was LSV Asset Management, an estimated $202M added.
  • The largest Cummins seller in Q3 2018 was Capital World Investors, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2018.