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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
CCM
401
Canal Capital Management
Virginia
$2.2M -$4.75K -27 -0.2%
S
402
Surevest
California
$2.2M +$259K +1,474 +14%
B
403
Barings
North Carolina
$2.19M +$265K +1,506 +14%
WA
404
WBH Advisory
Maryland
$2.18M -$46.5K -264 -2%
SCM
405
Stevens Capital Management
Pennsylvania
$2.16M +$1.42M +8,076 +203%
VCM
406
Violich Capital Management
California
$2.15M
William Blair & Company
407
William Blair & Company
Illinois
$2.14M +$11.6K +66 +0.6%
AI
408
Atria Investments
North Carolina
$2.14M +$180K +1,023 +9%
FA
409
FMA Advisory
Pennsylvania
$2.11M +$36.8K +209 +2%
TCM
410
Twin Capital Management
Pennsylvania
$2.11M -$5.28K -30 -0.3%
AAM
411
Advisors Asset Management
Colorado
$2.1M +$67.2K +382 +3%
QCM
412
Quadrant Capital Management
New Jersey
$2.1M +$269K +1,526 +15%
WAM
413
World Asset Management
Michigan
$2.08M -$51.7K -294 -2%
CS
414
Comerica Securities
Michigan
$2.08M -$57.9K -329 -3%
SAM
415
Silvercrest Asset Management
New York
$2.07M +$32.9K +187 +2%
Macquarie Group
416
Macquarie Group
Australia
$2.04M +$899K +5,110 +81%
LB
417
Landmark Bank
Missouri
$2.04M -$118K -672 -6%
NMERB
418
New Mexico Educational Retirement Board
New Mexico
$2M
SI
419
Stephens Inc
Arkansas
$2M -$140K -796 -7%
AC
420
Arjuna Capital
North Carolina
$1.99M -$12.8K -73 -0.7%
CCM
421
Cadence Capital Management
Massachusetts
$1.98M -$533K -3,030 -21%
RVM
422
Robinson Value Management
Texas
$1.98M +$1.94M +11,043 New
UCFA
423
United Capital Financial Advisors
Texas
$1.97M +$349K +1,981 +22%
SIMM
424
Stillwater Investment Management (Minnesota)
Minnesota
$1.97M +$14.1K +80 +0.7%
CA
425
Commerzbank Aktiengesellschaft
Germany
$1.95M +$651K +3,700 +52%

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.