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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
JCM
476
Jacobi Capital Management
Pennsylvania
$1.42M -$4.4K -25 -0.3%
CWAG
477
Compton Wealth Advisory Group
Virginia
$1.41M +$176 +1 +0%
KRS
478
Kentucky Retirement Systems
Kentucky
$1.41M -$35.7K -203 -3%
TCM
479
Traynor Capital Management
Pennsylvania
$1.4M +$81K +460 +6%
PWMAG
480
Pinnacle Wealth Management Advisory Group
New Jersey
$1.38M -$13K -74 -1%
BFC
481
Bedel Financial Consulting
Indiana
$1.38M +$3.34K +19 +0.2%
SIAP
482
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.37M -$101K -575 -7%
SBIA
483
Sheaff Brock Investment Advisors
Indiana
$1.37M -$112K -634 -8%
CIBC World Market
484
CIBC World Market
Ontario, Canada
$1.35M -$2.65M -15,075 -67%
SNBOSD
485
Security National Bank of So Dak
Iowa
$1.33M +$79.2K +450 +6%
CT
486
Caldwell Trust
Florida
$1.33M +$1.31M +7,437 New
NFG
487
Next Financial Group
Texas
$1.32M -$414K -2,354 -24%
OAM
488
Oppenheimer Asset Management
New York
$1.31M -$1.02M -5,788 -44%
PAM
489
Paradigm Asset Management
New York
$1.31M +$70.4K +400 +6%
LSERS
490
Louisiana State Employees Retirement System
Louisiana
$1.31M -$52.8K -300 -4%
TCM
491
Teza Capital Management
Illinois
$1.3M +$1.28M +7,280 New
PT
492
Plimoth Trust
Massachusetts
$1.3M -$51.9K -295 -4%
BWA
493
BDO Wealth Advisors
Florida
$1.3M -$120K -682 -9%
ACM
494
AlphaCrest Capital Management
New York
$1.29M +$277K +1,571 +28%
VanEck Associates
495
VanEck Associates
New York
$1.29M +$1.27M +7,220 New
IAN
496
Integrated Advisors Network
Texas
$1.29M +$1.27M +7,221 New
AWM
497
Absher Wealth Management
North Carolina
$1.29M +$1.37M +7,763 New
CIM
498
Cambria Investment Management
California
$1.29M -$350K -1,991 -22%
CTC
499
Central Trust Company
Missouri
$1.29M +$162K +922 +15%
SSA
500
Schonfeld Strategic Advisors
New York
$1.27M +$1.25M +7,111 New

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.