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1,174 hedge funds and large institutions have $27.7B invested in Cummins in 2020 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 420 increasing their positions, 400 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 64

9% more funds holding

Funds holding: 1,0771,174 (+97)

7% more capital invested

Capital invested by funds: $25.8B → $27.7B (+$1.9B)

5% more repeat investments, than reductions

Existing positions increased: 420 | Existing positions reduced: 400

0.52% less ownership

Funds ownership: 82.8%82.28% (-0.52%)

37% less call options, than puts

Call options by funds: $194M | Put options by funds: $307M

44% less funds holding in top 10

Funds holding in top 10: 2514 (-11)

Holders
1,174
Holders Change
+97
Holders Change %
+9.01%
% of All Funds
20.77%
Holding in Top 10
14
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-44%
% of All Funds
0.25%
New
174
Increased
420
Reduced
400
Closed
64
Calls
$194M
Puts
$307M
Net Calls
-$113M
Net Calls Change
-$71.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
251
Mirabella Financial Services
United Kingdom
$7.16M +$7.08M +31,511 New
ABC
252
Associated Banc-Corp
Wisconsin
$7.15M +$6.2M +27,602 +713%
CAPTRUST Financial Advisors
253
CAPTRUST Financial Advisors
North Carolina
$7.08M +$1.1M +4,884 +19%
USAA
254
United Services Automobile Association
Texas
$7.03M
LSA
255
L & S Advisors
California
$7.01M +$339K +1,509 +5%
DADC
256
D.A. Davidson & Co
Montana
$6.99M +$341K +1,519 +5%
WBC
257
Westpac Banking Corp
Australia
$6.97M +$3.14M +13,969 +84%
Caisse de Depot et Placement du Quebec (CDPQ)
258
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.89M +$5.08M +22,637 +294%
URS
259
Utah Retirement Systems
Utah
$6.7M +$292K +1,300 +5%
SAIG
260
Semper Augustus Investments Group
Colorado
$6.67M -$147K -654 -2%
CCM
261
CAAS Capital Management
New York
$6.65M +$6.58M +29,300 New
PP
262
Palladium Partners
Virginia
$6.65M -$615K -2,737 -9%
Cambridge Investment Research Advisors
263
Cambridge Investment Research Advisors
Iowa
$6.63M +$337K +1,501 +5%
B
264
Bailard
California
$6.6M +$186K +829 +3%
HCMT
265
Highland Capital Management (Tennessee)
Tennessee
$6.57M -$235K -1,048 -3%
AM
266
Atwater Malick
Pennsylvania
$6.54M +$71.6K +319 +1%
BB
267
Busey Bank
Illinois
$6.38M -$53.9K -240 -0.8%
MPWT
268
MassMutual Private Wealth & Trust
Connecticut
$6.33M +$224K +999 +4%
JC
269
Jacobs & Co
California
$6.3M -$26.3K -117 -0.4%
RP
270
Rowlandmiller & Partners
Georgia
$6.28M +$75.5K +336 +1%
DACG
271
Donor Advised Charitable Giving
California
$6.23M +$5.8M +25,824 +1,591%
Jane Street
272
Jane Street
New York
$6.22M +$4.1M +18,273 +200%
FSA
273
Franklin Street Advisors
North Carolina
$6.2M +$4.29M +19,097 +233%
BWM
274
BerganKDV Wealth Management
Minnesota
$6.18M -$65.3K -291 -1%
GJIC
275
Gamble Jones Investment Counsel
California
$6.13M +$16.8K +75 +0.3%

CMI Hedge Fund Activity: Q4 2020 in Review

1,174 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q4 2020, worth a combined $27.7B — up 7.4% from $25.8B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new CMI positions and 64 closed out — a net gain of 110 holders — while 420 added to existing stakes and 400 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $364M. The largest seller was American International Group, cutting an estimated $246M.

  • 1,174 institutional investors held Cummins (CMI) as of Q4 2020, up from 1,077 in Q3 2020.
  • Funds reported $27.7B of Cummins stock for Q4 2020, up 7.4% quarter-over-quarter.
  • 174 funds opened new Cummins positions in Q4 2020 and 64 closed out, a net change of +110 holders.
  • The largest Cummins buyer in Q4 2020 was Fidelity Investments, an estimated $364M added.
  • The largest Cummins seller in Q4 2020 was American International Group, an estimated $246M sold.

Based on aggregated 13F filings for Q4 2020.