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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
SI
501
Stephens Inc
Arkansas
$1.69M -$70.3K -313 -4%
OTPPB
502
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.68M -$163K -724 -9%
JCM
503
Jacobi Capital Management
Pennsylvania
$1.68M -$26.7K -119 -2%
DCP
504
Distillate Capital Partners
Illinois
$1.63M +$1.62M +7,236 New
NL
505
NWAM LLC
Washington
$1.62M +$1.6M +7,144 New
SNBOSCI
506
Security National Bank of Sioux City Iowa
Iowa
$1.6M -$28.1K -125 -2%
CA
507
Cornerstone Advisors
North Carolina
$1.59M
WMSA
508
Weiss Multi-Strategy Advisers
New York
$1.59M -$12.2M -54,143 -89%
SP
509
Symmetry Partners
Connecticut
$1.58M +$1.35K +6 +0.1%
SIAP
510
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.57M
HFM
511
Hartford Financial Management
Connecticut
$1.55M +$5.17K +23 +0.3%
ADMI
512
Albert D. Mason Inc
Massachusetts
$1.55M +$40.2K +179 +3%
KCM
513
Kendall Capital Management
Maryland
$1.55M -$216K -960 -12%
OAM
514
Occidental Asset Management
California
$1.54M +$55.2K +246 +4%
BO
515
BRR OpCo
Ohio
$1.53M -$180K -803 -11%
AI
516
Atria Investments
North Carolina
$1.51M -$94.8K -422 -6%
AWM
517
Absher Wealth Management
North Carolina
$1.5M +$10.8K +48 +0.7%
CCG
518
Cypress Capital Group
Florida
$1.49M -$54.3K -242 -4%
AS
519
Altshuler Shaham
Israel
$1.48M -$382K -1,703 -21%
BFC
520
Bedel Financial Consulting
Indiana
$1.46M +$3.14K +14 +0.2%
GIA
521
GHP Investment Advisors
Colorado
$1.46M +$294K +1,307 +26%
BCM
522
Barometer Capital Management
Ontario, Canada
$1.45M +$1.44M +6,400 New
RG
523
Rikoon Group
New Mexico
$1.44M -$55.9K -249 -4%
SAM
524
Silvercrest Asset Management
New York
$1.44M -$339K -1,510 -19%
DFA
525
Delta Financial Advisors
Louisiana
$1.42M -$277K -1,233 -16%

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.