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1,077 hedge funds and large institutions have $25.8B invested in Cummins in 2020 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 351 increasing their positions, 435 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 61

92% more funds holding in top 10

Funds holding in top 10: 1325 (+12)

19% more capital invested

Capital invested by funds: $21.6B → $25.8B (+$4.19B)

7% more funds holding

Funds holding: 1,0111,077 (+66)

1.7% less ownership

Funds ownership: 84.5%82.8% (-1.7%)

14% less call options, than puts

Call options by funds: $255M | Put options by funds: $296M

19% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 435

Holders
1,077
Holders Change
+66
Holders Change %
+6.53%
% of All Funds
21.73%
Holding in Top 10
25
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+92.31%
% of All Funds
0.5%
New
135
Increased
351
Reduced
435
Closed
61
Calls
$255M
Puts
$296M
Net Calls
-$41.5M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Change in
Stake
LSERS
476
Louisiana State Employees Retirement System
Louisiana
$1.58M +$239K +1,200 +19%
AAP
477
Ardsley Advisory Partners
Connecticut
$1.58M +$1.49M +7,500 New
DFA
478
Delta Financial Advisors
Louisiana
$1.58M -$191K -959 -11%
SNBOSD
479
Security National Bank of So Dak
Iowa
$1.58M -$8.77K -44 -0.6%
JCM
480
Jacobi Capital Management
Pennsylvania
$1.57M -$23.3K -117 -2%
H
481
HoyleCohen
California
$1.56M -$27.3K -137 -2%
LNWWM
482
Laird Norton Wetherby Wealth Management
California
$1.56M +$199 +1 +0%
Simplex Trading
483
Simplex Trading
Illinois
$1.56M +$1.47M +7,379 New
IC
484
Intersect Capital
California
$1.54M +$69.1K +347 +5%
GTCM
485
Gyon Technologies Capital Management
New Jersey
$1.52M +$1.43M +7,200 New
SNBOSCI
486
Security National Bank of Sioux City Iowa
Iowa
$1.52M -$12.9K -65 -0.9%
MAM
487
Morse Asset Management
Connecticut
$1.51M +$505K +2,535 +55%
CTC
488
Central Trust Company
Missouri
$1.5M +$129K +648 +10%
AI
489
Atria Investments
North Carolina
$1.5M -$591K -2,965 -30%
CA
490
Cornerstone Advisors
North Carolina
$1.48M -$398K -2,000 -22%
SP
491
Symmetry Partners
Connecticut
$1.47M +$537K +2,694 +63%
SIAP
492
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.46M -$29.9K -150 -2%
HFM
493
Hartford Financial Management
Connecticut
$1.44M +$239K +1,200 +21%
CCG
494
Cypress Capital Group
Florida
$1.43M +$113K +569 +9%
CIP
495
Convergence Investment Partners
Florida
$1.43M -$120K -600 -8%
X
496
Xponance
Pennsylvania
$1.43M -$12.3M -61,828 -90%
SGCA
497
Steel Grove Capital Advisors
Tennessee
$1.42M -$287K -1,439 -18%
PWMAG
498
Pinnacle Wealth Management Advisory Group
New Jersey
$1.41M +$398 +2 +0%
LFAS
499
Level Four Advisory Services
Texas
$1.41M -$31.9K -160 -2%
SAM
500
Shell Asset Management
Netherlands
$1.41M -$184K -924 -12%

CMI Hedge Fund Activity: Q3 2020 in Review

1,077 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q3 2020, worth a combined $25.8B — up 19% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new CMI positions and 61 closed out — a net gain of 74 holders — while 351 added to existing stakes and 435 trimmed.

The largest buyer was Franklin Resources, adding an estimated $339M. The largest seller was Credit Suisse, cutting an estimated $269M.

  • 1,077 institutional investors held Cummins (CMI) as of Q3 2020, up from 1,011 in Q2 2020.
  • Funds reported $25.8B of Cummins stock for Q3 2020, up 19% quarter-over-quarter.
  • 135 funds opened new Cummins positions in Q3 2020 and 61 closed out, a net change of +74 holders.
  • The largest Cummins buyer in Q3 2020 was Franklin Resources, an estimated $339M added.
  • The largest Cummins seller in Q3 2020 was Credit Suisse, an estimated $269M sold.

Based on aggregated 13F filings for Q3 2020.