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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
WI
501
Wintrust Investments
Illinois
$1.26M -$61.6K -350 -5%
Thrivent Financial for Lutherans
502
Thrivent Financial for Lutherans
Minnesota
$1.25M -$32.2K -183 -3%
FFG
503
Fortem Financial Group
California
$1.24M +$50.9K +289 +4%
BF
504
BOK Financial
Oklahoma
$1.23M -$15.5K -88 -1%
EP
505
Edgestream Partners
New Jersey
$1.23M +$291K +1,656 +32%
VCA
506
Verdence Capital Advisors
Maryland
$1.23M -$704 -4 -0.1%
JFA
507
Johanson Financial Advisors
California
$1.23M +$38.6M +219,260 New
FIM
508
Freedom Investment Management
Connecticut
$1.21M -$80.3K -456 -6%
BUB
509
BBVA USA Bancshares
Texas
$1.19M +$1.17M +6,624 New
BA
510
Bridgewater Associates
Connecticut
$1.16M -$1.25M -7,077 -52%
Brown Advisory
511
Brown Advisory
Maryland
$1.16M -$14.6K -83 -1%
ADMI
512
Albert D. Mason Inc
Massachusetts
$1.16M +$96.5K +548 +9%
IEFM
513
IQ EQ Fund Management
Ireland
$1.15M -$252K -1,431 -18%
RIL
514
Rothschild Investment LLC
Illinois
$1.15M -$45.8K -260 -4%
Daiwa Securities Group
515
Daiwa Securities Group
Japan
$1.15M
SNBOSCI
516
Security National Bank of Sioux City Iowa
Iowa
$1.15M +$289K +1,640 +34%
BCV
517
Banque Cantonale Vaudoise
Switzerland
$1.13M +$1.11M +6,290 New
SF
518
Synovus Financial
Georgia
$1.11M
KIG
519
Kessler Investment Group
Indiana
$1.1M -$2.32M -13,207 -68%
VNA
520
Valley National Advisers
Pennsylvania
$1.1M -$129K -733 -11%
NFC
521
Northeast Financial Consultants
Connecticut
$1.07M
NMIMC
522
Northwestern Mutual Investment Management Company
Wisconsin
$1.06M -$10K -57 -0.9%
AP
523
Advisor Partners
California
$1.06M +$108K +616 +11%
LAM
524
Lingohr Asset Management
Germany
$1.04M
ZIG
525
Zurich Insurance Group
Switzerland
$1.04M -$4.38M -24,892 -81%

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.