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1,010 hedge funds and large institutions have $21.6B invested in Cummins in 2020 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 307 increasing their positions, 421 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more funds holding in top 10

Funds holding in top 10: 513 (+8)

59% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 82

32% more capital invested

Capital invested by funds: $16.3B → $21.6B (+$5.26B)

4% more funds holding

Funds holding: 9701,010 (+40)

3.61% more ownership

Funds ownership: 80.89%84.5% (+3.6%)

1% less call options, than puts

Call options by funds: $268M | Put options by funds: $270M

27% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 421

Holders
1,010
Holders Change
+40
Holders Change %
+4.12%
% of All Funds
20.71%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.27%
New
130
Increased
307
Reduced
421
Closed
82
Calls
$268M
Puts
$270M
Net Calls
-$1.54M
Net Calls Change
+$38.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
326
Valley Wealth Managers
New Jersey
$2.65M -$137K -860 -5%
CB
327
Community Bank
New York
$2.62M -$333K -2,086 -12%
WC
328
Westhampton Capital
North Carolina
$2.6M -$32K -200 -1%
Creative Planning
329
Creative Planning
Kansas
$2.58M -$639K -3,999 -21%
MMA
330
Miracle Mile Advisors
California
$2.53M -$193K -1,206 -8%
HAI
331
Hennessy Advisors Inc
California
$2.53M -$112K -700 -5%
IA
332
IndexIQ Advisors
New York
$2.51M -$37.7K -236 -2%
AL
333
Arnhold LLC
New York
$2.51M
B
334
BP
United Kingdom
$2.51M +$2.32M +14,500 New
PWS
335
Peloton Wealth Strategists
Indiana
$2.47M -$12K -75 -0.5%
Public Sector Pension Investment Board (PSP Investments)
336
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.47M -$176K -1,100 -7%
MAM
337
Martingale Asset Management
Massachusetts
$2.45M -$113K -710 -5%
VFA
338
Valeo Financial Advisors
Indiana
$2.45M +$152K +950 +7%
ACS
339
Archford Capital Strategies
Illinois
$2.43M +$107K +667 +5%
CTA
340
Carillon Tower Advisers
Florida
$2.43M +$384K +2,400 +21%
IA
341
IFP Advisors
Florida
$2.43M +$1.93M +12,068 +605%
Susquehanna International Group
342
Susquehanna International Group
Pennsylvania
$2.42M -$1.05M -6,569 -32%
AMIM
343
Aull & Monroe Investment Management
Alabama
$2.42M +$132K +825 +6%
SAM
344
Securian Asset Management
Minnesota
$2.39M -$233K -1,455 -10%
TRSOTSOK
345
Teachers Retirement System of the State of Kentucky
Kentucky
$2.34M -$288K -1,800 -12%
VV
346
Verity & Verity
South Carolina
$2.34M +$5.75K +36 +0.3%
ZIG
347
Zurich Insurance Group
Switzerland
$2.34M +$1.23M +7,700 +133%
OC
348
Oppenheimer & Co
New York
$2.33M -$250K -1,564 -10%
Federated Hermes
349
Federated Hermes
Pennsylvania
$2.33M +$33.6K +210 +2%
RC
350
RegentAtlantic Capital
New Jersey
$2.32M +$326K +2,043 +18%

CMI Hedge Fund Activity: Q2 2020 in Review

1,010 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2020, worth a combined $21.6B — up 32% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new CMI positions and 82 closed out — a net gain of 48 holders — while 307 added to existing stakes and 421 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $506M. The largest seller was American Century Companies, cutting an estimated $109M.

  • 1,010 institutional investors held Cummins (CMI) as of Q2 2020, up from 970 in Q1 2020.
  • Funds reported $21.6B of Cummins stock for Q2 2020, up 32% quarter-over-quarter.
  • 130 funds opened new Cummins positions in Q2 2020 and 82 closed out, a net change of +48 holders.
  • The largest Cummins buyer in Q2 2020 was T. Rowe Price Associates, an estimated $506M added.
  • The largest Cummins seller in Q2 2020 was American Century Companies, an estimated $109M sold.

Based on aggregated 13F filings for Q2 2020.