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820 hedge funds and large institutions have $19.1B invested in Cummins in 2015 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 310 increasing their positions, 319 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 63

1.56% more ownership

Funds ownership: 79.23%80.79% (+1.6%)

1% more funds holding

Funds holding: 813820 (+7)

3% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 319

4% less capital invested

Capital invested by funds: $20B → $19.1B (-$888M)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

34% less call options, than puts

Call options by funds: $254M | Put options by funds: $388M

Holders
820
Holders Change
+7
Holders Change %
+0.86%
% of All Funds
22.08%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.32%
New
81
Increased
310
Reduced
319
Closed
63
Calls
$254M
Puts
$388M
Net Calls
-$134M
Net Calls Change
-$73M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.8B +$201M +1,461,699 +12%
State Street
2
State Street
Massachusetts
$1.69B +$5.33M +38,746 +0.3%
Capital World Investors
3
Capital World Investors
California
$1.35B -$220M -1,599,574 -13%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.27B +$37.6M +273,281 +3%
Bank of America
5
Bank of America
North Carolina
$632M +$1.76M +12,818 +0.3%
BIT
6
BlackRock Institutional Trust
California
$577M -$31.4M -228,595 -5%
Norges Bank
7
Norges Bank
Norway
$568M +$18.9M +137,349 +3%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$482M +$77.4M +562,710 +18%
MAA
9
Managed Account Advisors
New Jersey
$455M +$98.8M +718,213 +26%
JP Morgan Chase
10
JP Morgan Chase
New York
$389M +$19.7M +143,145 +5%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$370M -$91.9M -668,138 -19%
Northern Trust
12
Northern Trust
Illinois
$333M -$2.5M -18,214 -0.7%
Allianz Asset Management
13
Allianz Asset Management
Germany
$324M +$334M +2,431,807 +5,915%
Harris Associates
14
Harris Associates
Illinois
$279M +$185M +1,347,638 +174%
Deutsche Bank
15
Deutsche Bank
Germany
$275M +$71.4M +519,156 +33%
Wells Fargo
16
Wells Fargo
California
$264M +$4.56M +33,155 +2%
BFA
17
BlackRock Fund Advisors
California
$237M +$727K +5,286 +0.3%
WP
18
Wedgewood Partners
Missouri
$228M +$13.4M +97,433 +6%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$220M +$96.9M +704,363 +72%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$220M -$167M -1,214,581 -42%
UBS AM
21
UBS AM
Illinois
$203M -$3.46M -25,175 -2%
American Century Companies
22
American Century Companies
Missouri
$194M +$4.73M +34,389 +2%
CIP
23
Cornerstone Investment Partners
Georgia
$171M -$43.4M -315,432 -19%
BG
24
BlackRock Group
United Kingdom
$171M +$5.48M +39,832 +3%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$168M +$1.42M +10,348 +0.8%

CMI Hedge Fund Activity: Q2 2015 in Review

820 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2015, worth a combined $19.1B — down 4.4% from $20B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new CMI positions and 63 closed out — a net gain of 18 holders — while 310 added to existing stakes and 319 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $334M. The largest seller was Capital World Investors, cutting an estimated $220M.

  • 820 institutional investors held Cummins (CMI) as of Q2 2015, up from 813 in Q1 2015.
  • Funds reported $19.1B of Cummins stock for Q2 2015, down 4.4% quarter-over-quarter.
  • 81 funds opened new Cummins positions in Q2 2015 and 63 closed out, a net change of +18 holders.
  • The largest Cummins buyer in Q2 2015 was Allianz Asset Management, an estimated $334M added.
  • The largest Cummins seller in Q2 2015 was Capital World Investors, an estimated $220M sold.

Based on aggregated 13F filings for Q2 2015.