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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
Bank of America
26
Bank of America
North Carolina
$208M -$21.6M -96,249 -10%
Harris Associates
27
Harris Associates
Illinois
$201M -$92.6M -412,397 -32%
DZ Bank
28
DZ Bank
Germany
$199M +$20.7M +92,384 +12%
Morgan Stanley
29
Morgan Stanley
New York
$196M +$22.6M +100,780 +13%
PPA
30
Parametric Portfolio Associates
Washington
$194M +$1.59M +7,064 +0.8%
JP Morgan Chase
31
JP Morgan Chase
New York
$192M -$41.1M -183,057 -18%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$188M -$14.2M -63,044 -7%
MA
33
Marshfield Associates
District of Columbia
$185M -$8.05M -35,846 -4%
Nordea Investment Management
34
Nordea Investment Management
Sweden
$176M -$3.65M -16,262 -2%
Prudential Financial
35
Prudential Financial
New Jersey
$162M +$117M +519,589 +266%
Goldman Sachs
36
Goldman Sachs
New York
$162M +$59.9M +266,745 +60%
Deutsche Bank
37
Deutsche Bank
Germany
$148M -$8.89M -39,580 -6%
CI
38
Cincinnati Insurance
Ohio
$138M
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$132M -$16.2M -71,963 -11%
American Century Companies
40
American Century Companies
Missouri
$130M -$79.8M -355,143 -38%
BGC
41
Beutel, Goodman & Co
Ontario, Canada
$128M -$52.7M -234,852 -29%
Swiss National Bank
42
Swiss National Bank
Switzerland
$127M -$3.64M -16,200 -3%
UBS Group
43
UBS Group
Switzerland
$124M +$21.9M +97,624 +22%
First Trust Advisors
44
First Trust Advisors
Illinois
$123M +$20.4M +90,838 +20%
VNIM
45
Vaughan Nelson Investment Management
Texas
$118M +$85.6M +381,280 +275%
Allianz Asset Management
46
Allianz Asset Management
Germany
$115M +$47.4M +211,205 +72%
Millennium Management
47
Millennium Management
New York
$113M +$80.4M +357,944 +256%
CS
48
Credit Suisse
Switzerland
$109M +$16.3M +72,447 +18%
PAM
49
Panagora Asset Management
Massachusetts
$106M +$51M +226,977 +94%
Canada Life
50
Canada Life
Manitoba, Canada
$105M -$1.23M -5,457 -1%

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.