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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
H
451
HoyleCohen
California
$1.31M -$139K -871 -10%
SNBOSD
452
Security National Bank of So Dak
Iowa
$1.3M +$16.8K +105 +1%
FA
453
FDx Advisors
Illinois
$1.3M +$1.2M +7,504 New
LNWWM
454
Laird Norton Wetherby Wealth Management
California
$1.28M +$271K +1,696 +30%
CIP
455
Convergence Investment Partners
Florida
$1.27M +$11.2K +70 +1%
BO
456
BRR OpCo
Ohio
$1.26M +$92K +576 +9%
SNBOSCI
457
Security National Bank of Sioux City Iowa
Iowa
$1.26M +$1.6K +10 +0.1%
SW
458
SVB Wealth
Massachusetts
$1.25M -$89.2K -558 -7%
SIAP
459
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.23M -$32K -200 -3%
Man Group
460
Man Group
United Kingdom
$1.22M -$515K -3,224 -31%
IC
461
Intersect Capital
California
$1.21M +$31.2K +195 +3%
LFAS
462
Level Four Advisory Services
Texas
$1.19M -$48.7K -305 -4%
Thrivent Financial for Lutherans
463
Thrivent Financial for Lutherans
Minnesota
$1.18M -$25.4K -159 -2%
GWM
464
Geneos Wealth Management
Colorado
$1.18M -$32.9K -206 -3%
PWMAG
465
Pinnacle Wealth Management Advisory Group
New Jersey
$1.16M -$113K -705 -10%
CWAG
466
Compton Wealth Advisory Group
Virginia
$1.15M -$116K -727 -10%
PAM
467
Paradigm Asset Management
New York
$1.14M -$112K -700 -10%
O
468
Ossiam
France
$1.14M -$3.29M -20,614 -76%
RPSA
469
Richard P. Slaughter Associates
Texas
$1.14M -$54.5K -341 -5%
ADMI
470
Albert D. Mason Inc
Massachusetts
$1.13M +$2.4K +15 +0.2%
OAM
471
Occidental Asset Management
California
$1.13M +$71.1K +445 +7%
CTC
472
Central Trust Company
Missouri
$1.12M -$143K -897 -12%
CIG
473
Cairn Investment Group
Washington
$1.12M -$28K -175 -3%
BFC
474
Bedel Financial Consulting
Indiana
$1.12M -$4.95K -31 -0.5%
WAM
475
World Asset Management
Michigan
$1.11M -$356K -2,227 -26%

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.