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992 hedge funds and large institutions have $24.6B invested in Cummins in 2017 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 374 increasing their positions, 310 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 64

21% more repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 310

10% more funds holding

Funds holding: 905992 (+87)

5% more capital invested

Capital invested by funds: $23.4B → $24.6B (+$1.24B)

1.13% more ownership

Funds ownership: 83.04%84.17% (+1.1%)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

49% less call options, than puts

Call options by funds: $328M | Put options by funds: $648M

Holders
992
Holders Change
+87
Holders Change %
+9.61%
% of All Funds
22.5%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.34%
New
161
Increased
374
Reduced
310
Closed
64
Calls
$328M
Puts
$648M
Net Calls
-$320M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
151
Neuburgh Advisers
California
$16.7M +$3.02M +17,688 +23%
HCMNY
152
Howard Capital Management (New York)
New York
$16.5M -$117K -686 -0.7%
Public Sector Pension Investment Board (PSP Investments)
153
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$16.3M +$6.75M +39,500 +75%
Macquarie Group
154
Macquarie Group
Australia
$16.2M -$1.58M -9,219 -15%
Grantham, Mayo, Van Otterloo & Co (GMO)
155
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$16M -$120K -700 -0.8%
Aviva
156
Aviva
United Kingdom
$15.6M -$2.44M -14,256 -14%
UIC
157
Uniplan Investment Counsel
Wisconsin
$15.6M -$1.01M -5,923 -6%
AIG
158
American International Group
New York
$15.3M -$577M -3,371,412 -97%
WF
159
Welch & Forbes
Massachusetts
$15M +$1.47M +8,625 +11%
BNP Paribas Financial Markets
160
BNP Paribas Financial Markets
France
$14.5M -$5.9M -34,483 -30%
Ohio Public Employees Retirement System (OPERS)
161
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.1M -$791K -4,626 -5%
AP
162
AHL Partners
United Kingdom
$13.9M -$1.36M -7,943 -9%
NONA
163
Ninety One North America
New York
$13.7M -$645K -3,774 -5%
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$13.5M -$48.5M -283,575 -79%
Fifth Third Bancorp
165
Fifth Third Bancorp
Ohio
$13M +$3.26M +19,080 +35%
N
166
Nuveen
North Carolina
$12.7M -$7.71M -45,065 -39%
WCM
167
Windward Capital Management
California
$12.4M -$112K -657 -0.9%
MCIM
168
Meadow Creek Investment Management
Georgia
$12.2M +$2.2M +12,864 +23%
UFG
169
United Fire Group
Iowa
$11.9M
Toronto Dominion Bank
170
Toronto Dominion Bank
Ontario, Canada
$11.9M +$1.29M +7,541 +13%
Commonwealth Equity Services
171
Commonwealth Equity Services
Massachusetts
$11.9M +$39K +228 +0.3%
DJSG
172
D.J. St. Germain
Massachusetts
$11.7M -$4.71M -27,532 -29%
VFA
173
Virtus Fund Advisers
Connecticut
$11.5M +$1.67M +9,787 +18%
LPL Financial
174
LPL Financial
California
$11.4M +$2.14M +12,540 +24%
Massachusetts Financial Services
175
Massachusetts Financial Services
Massachusetts
$11.2M +$51.1K +299 +0.5%

CMI Hedge Fund Activity: Q4 2017 in Review

992 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q4 2017, worth a combined $24.6B — up 5.3% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new CMI positions and 64 closed out — a net gain of 97 holders — while 374 added to existing stakes and 310 trimmed.

The largest buyer was Amundi Asset Management US, opening a new position worth an estimated $203M. The largest seller was American International Group, cutting an estimated $577M.

  • 992 institutional investors held Cummins (CMI) as of Q4 2017, up from 905 in Q3 2017.
  • Funds reported $24.6B of Cummins stock for Q4 2017, up 5.3% quarter-over-quarter.
  • 161 funds opened new Cummins positions in Q4 2017 and 64 closed out, a net change of +97 holders.
  • The largest Cummins buyer in Q4 2017 was Amundi Asset Management US, an estimated $203M added.
  • The largest Cummins seller in Q4 2017 was American International Group, an estimated $577M sold.

Based on aggregated 13F filings for Q4 2017.