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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
Mirae Asset Global Investments
426
Mirae Asset Global Investments
South Korea
$1.94M -$1.51M -8,603 -44%
UA
427
Unison Advisors
District of Columbia
$1.94M -$176 -1 -0%
BRWA
428
B. Riley Wealth Advisors
Florida
$1.93M +$740K +4,202 +64%
ACM
429
Alta Capital Management
Utah
$1.93M +$17.2K +98 +0.9%
MLL
430
Moody Lynn & Lieberson
Massachusetts
$1.87M -$16.7K -95 -0.9%
DFA
431
Delta Financial Advisors
Louisiana
$1.86M +$24.3K +138 +1%
CIP
432
Cornerstone Investment Partners
Georgia
$1.85M -$2.29K -13 -0.1%
RC
433
RegentAtlantic Capital
New Jersey
$1.84M +$352 +2 +0%
NEI
434
Northwest & Ethical Investments
Ontario, Canada
$1.81M +$646K +3,669 +57%
LOAMS
435
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.81M -$1.98M -11,226 -53%
CA
436
Cumberland Advisors
Florida
$1.77M
SMDAM
437
Sumitomo Mitsui DS Asset Management
Japan
$1.77M -$17.6K -100 -1%
COPPSERS
438
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.77M -$43.1K -245 -2%
PCM
439
Parsons Capital Management
Rhode Island
$1.76M +$18.1K +103 +1%
PAG
440
Private Advisor Group
New Jersey
$1.75M -$1.15M -6,549 -40%
TNB
441
TCF National Bank
South Dakota
$1.73M +$37.8K +215 +2%
MERSOM
442
Municipal Employees' Retirement System of Michigan
Michigan
$1.72M -$72.2K -410 -4%
Verition Fund Management
443
Verition Fund Management
Connecticut
$1.71M +$1.69M +9,575 New
SPC
444
Sigma Planning Corp
Michigan
$1.71M +$70.1K +398 +4%
FCCM
445
First City Capital Management
Georgia
$1.7M -$13.2K -75 -0.8%
JCM
446
Jag Capital Management
Missouri
$1.7M -$72.5K -412 -4%
EI
447
EDMP Inc
Florida
$1.67M -$28.2K -160 -2%
FTIOP
448
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.66M
Mercer Global Advisors
449
Mercer Global Advisors
Colorado
$1.66M +$351K +1,996 +27%
CHC
450
City Holding Co
West Virginia
$1.64M -$13.2K -75 -0.8%

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.