We are live on ! Find out more

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
CWM
426
CMH Wealth Management
New Hampshire
$2.45M -$99.3K -442 -4%
TCM
427
Twin Capital Management
Pennsylvania
$2.45M -$60.4K -269 -2%
VI
428
Vestcor Inc
New Brunswick, Canada
$2.42M +$508K +2,264 +27%
LAM
429
L2 Asset Management
Massachusetts
$2.42M -$55.2K -246 -2%
EF
430
Empirical Finance
Pennsylvania
$2.41M +$59.1K +263 +3%
EMPI
431
Elo Mutual Pension Insurance
Finland
$2.38M +$2.36M +10,499 New
Pacer Advisors
432
Pacer Advisors
Pennsylvania
$2.38M -$28.7K -128 -1%
RB
433
Rodgers Brothers
Pennsylvania
$2.37M -$172K -765 -7%
NG
434
NatWest Group
United Kingdom
$2.37M -$153K -682 -6%
AIA
435
Affinity Investment Advisors
California
$2.36M +$2.12M +9,420 +952%
GG
436
Gofen & Glossberg
Illinois
$2.35M -$20K -89 -0.9%
LWCFA
437
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.32M -$20.2K -90 -0.9%
BF
438
BOK Financial
Oklahoma
$2.29M +$128K +572 +6%
CT
439
Chicago Trust
Illinois
$2.27M -$40.9K -182 -2%
BMSSC
440
B. Metzler seel. Sohn & Co
Germany
$2.26M +$2.25M +10,016 New
JCM
441
Jag Capital Management
Missouri
$2.26M -$26.7K -119 -1%
OPPTF
442
OPSEU Pension Plan Trust Fund
Ontario, Canada
$2.25M +$102K +453 +5%
BCV
443
Banque Cantonale Vaudoise
Switzerland
$2.23M +$426K +1,897 +24%
SMDAM
444
Sumitomo Mitsui DS Asset Management
Japan
$2.23M -$13.9K -62 -0.6%
PFS
445
Physicians Financial Services
North Carolina
$2.21M -$33.7K -150 -2%
TNB
446
TCF National Bank
South Dakota
$2.21M -$206K -919 -9%
SIMM
447
Stillwater Investment Management (Minnesota)
Minnesota
$2.21M -$35.5K -158 -2%
UCMOK
448
United Capital Management of KS
Kansas
$2.19M +$63.6K +283 +3%
LNWWM
449
Laird Norton Wetherby Wealth Management
California
$2.18M +$502K +2,234 +30%
BSA
450
Braun Stacey Associates
New York
$2.18M +$1.56M +6,933 +262%

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.