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1,092 hedge funds and large institutions have $22B invested in Cummins in 2019 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 348 increasing their positions, 430 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 53

8% more funds holding

Funds holding: 1,0081,092 (+84)

6% more capital invested

Capital invested by funds: $20.8B → $22B (+$1.24B)

0% less call options, than puts

Call options by funds: $376M | Put options by funds: $376M

0.9% less ownership

Funds ownership: 81.55%80.65% (-0.9%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

19% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 430

Holders
1,092
Holders Change
+84
Holders Change %
+8.33%
% of All Funds
21.52%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
156
Increased
348
Reduced
430
Closed
53
Calls
$376M
Puts
$376M
Net Calls
-$91K
Net Calls Change
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
376
Brinker Capital
Pennsylvania
$2.48M +$8.98K +51 +0.4%
TIP
377
Torray Investment Partners
Maryland
$2.46M -$24.3K -138 -1%
CIP
378
Convergence Investment Partners
Florida
$2.46M -$206K -1,168 -8%
Federated Hermes
379
Federated Hermes
Pennsylvania
$2.45M -$7.57M -42,999 -76%
EF
380
Empirical Finance
Pennsylvania
$2.45M -$253K -1,440 -10%
JFGIW
381
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.43M +$8.8K +50 +0.4%
AAMU
382
AEGON Asset Management (UK)
United Kingdom
$2.43M
Wolverine Trading
383
Wolverine Trading
Illinois
$2.42M +$2.38M +13,535 New
PAMG
384
Patton Albertson Miller Group
Tennessee
$2.4M +$75.5K +429 +3%
CWM
385
CMH Wealth Management
New Hampshire
$2.39M -$77.4K -440 -3%
ACS
386
Archford Capital Strategies
Illinois
$2.38M -$2.99K -17 -0.1%
GG
387
Gofen & Glossberg
Illinois
$2.37M -$7.22K -41 -0.3%
AMIM
388
Aull & Monroe Investment Management
Alabama
$2.36M -$1.76K -10 -0.1%
CTA
389
Carillon Tower Advisers
Florida
$2.33M -$211K -1,200 -8%
DILIC
390
Dai-ichi Life Insurance Company
Japan
$2.32M +$10.4K +59 +0.5%
Connor, Clark & Lunn Investment Management (CC&L)
391
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.31M -$8.18M -46,448 -78%
OSIA
392
O'Shares Investment Advisers
Massachusetts
$2.3M +$136K +772 +6%
KOCAA
393
Knights of Columbus Asset Advisors
Connecticut
$2.3M +$2.16M +12,295 +2,203%
HWM
394
Hohimer Wealth Management
Washington
$2.3M +$2.26M +12,854 New
WCA
395
Westover Capital Advisors
Delaware
$2.27M -$9.5K -54 -0.4%
FL
396
Fort LP
Maryland
$2.26M +$998K +5,671 +82%
SW
397
SVB Wealth
Massachusetts
$2.25M -$303K -1,719 -12%
FDCDDQ
398
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.24M -$193K -1,097 -8%
IA
399
Icon Advisers
Colorado
$2.23M
ASN
400
Advisory Services Network
Georgia
$2.22M -$364K -2,070 -14%

CMI Hedge Fund Activity: Q4 2019 in Review

1,092 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q4 2019, worth a combined $22B — up 6% from $20.8B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new CMI positions and 53 closed out — a net gain of 103 holders — while 348 added to existing stakes and 430 trimmed.

The largest buyer was American International Group, adding an estimated $291M. The largest seller was State Street, cutting an estimated $607M.

  • 1,092 institutional investors held Cummins (CMI) as of Q4 2019, up from 1,008 in Q3 2019.
  • Funds reported $22B of Cummins stock for Q4 2019, up 6% quarter-over-quarter.
  • 156 funds opened new Cummins positions in Q4 2019 and 53 closed out, a net change of +103 holders.
  • The largest Cummins buyer in Q4 2019 was American International Group, an estimated $291M added.
  • The largest Cummins seller in Q4 2019 was State Street, an estimated $607M sold.

Based on aggregated 13F filings for Q4 2019.