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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
NMIMC
501
Northwestern Mutual Investment Management Company
Wisconsin
$1.4M
ADMI
502
Albert D. Mason Inc
Massachusetts
$1.4M +$21.9K +110 +2%
CWAG
503
Compton Wealth Advisory Group
Virginia
$1.4M +$7.77K +39 +0.6%
GWM
504
Geneos Wealth Management
Colorado
$1.4M -$62.2K -312 -4%
RG
505
Rikoon Group
New Mexico
$1.39M -$199K -1,000 -13%
AWM
506
Absher Wealth Management
North Carolina
$1.39M -$311K -1,560 -19%
EGM
507
Engineers Gate Manager
New York
$1.39M +$886K +4,447 +211%
HW
508
Hancock Whitney
Mississippi
$1.38M -$1.89M -9,488 -59%
OAM
509
Occidental Asset Management
California
$1.38M +$996 +5 +0.1%
BBVA
510
Banco Bilbao Vizcaya Argentaria
Spain
$1.36M +$56.2K +282 +5%
BFC
511
Bedel Financial Consulting
Indiana
$1.36M -$3.39K -17 -0.3%
CIG
512
Cairn Investment Group
Washington
$1.34M -$21.9K -110 -2%
IAN
513
Integrated Advisors Network
Texas
$1.33M -$272K -1,363 -18%
SBIA
514
Sheaff Brock Investment Advisors
Indiana
$1.31M +$1.99K +10 +0.2%
AAS
515
Avantax Advisory Services
Texas
$1.29M +$770K +3,866 +171%
NFC
516
Northeast Financial Consultants
Connecticut
$1.27M -$1.99K -10 -0.2%
WAM
517
World Asset Management
Michigan
$1.27M -$82.9K -416 -6%
AC
518
Arjuna Capital
North Carolina
$1.26M +$60K +301 +5%
CG
519
Cutler Group
California
$1.24M +$150K +751 +15%
IAA
520
Independent Advisor Alliance
North Carolina
$1.24M +$444K +2,227 +61%
BAM
521
Blueshift Asset Management
New Jersey
$1.24M +$1.17M +5,870 New
AIM
522
Acropolis Investment Management
Missouri
$1.24M -$18.1K -91 -2%
LOAMS
523
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.22M +$1.15M +5,769 New
AAM
524
Ascension Asset Management
New York
$1.21M +$1.14M +5,710 New
PAM
525
Paradigm Asset Management
New York
$1.2M -$179K -900 -14%

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.