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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
CIG
526
Cairn Investment Group
Washington
$1.41M -$30.3K -135 -2%
SBIA
527
Sheaff Brock Investment Advisors
Indiana
$1.41M +$2.25K +10 +0.2%
SGCA
528
Steel Grove Capital Advisors
Tennessee
$1.38M -$137K -608 -9%
CIP
529
Convergence Investment Partners
Florida
$1.37M -$159K -706 -10%
TRCT
530
Tower Research Capital (TRC)
New York
$1.37M +$647K +2,881 +91%
NFG
531
NewFocus Financial Group
Washington
$1.37M +$149K +662 +12%
HA
532
Harfst & Associates
Wyoming
$1.36M +$68.3K +304 +5%
AIM
533
Acropolis Investment Management
Missouri
$1.35M +$17.3K +77 +1%
RVM
534
Robinson Value Management
Texas
$1.33M +$1.32M +5,876 New
NAM
535
NorthCoast Asset Management
Connecticut
$1.33M +$1.31M +5,854 New
RA
536
Rational Advisors
New York
$1.33M +$1.31M +5,815 +19,383%
AF
537
Arrow Financial
New York
$1.32M +$64K +285 +5%
B
538
BP
United Kingdom
$1.32M -$1.56M -6,949 -54%
IAA
539
Independent Advisor Alliance
North Carolina
$1.32M -$13.9K -62 -1%
PWP
540
Principle Wealth Partners
Connecticut
$1.31M +$935K +4,163 +257%
NFC
541
Northeast Financial Consultants
Connecticut
$1.31M -$50.8K -226 -4%
SFP
542
Shepherd Financial Partners
Massachusetts
$1.31M +$123K +548 +11%
PAM
543
Premier Asset Management
Illinois
$1.29M +$611K +2,722 +92%
PWMAG
544
Pinnacle Wealth Management Advisory Group
New Jersey
$1.29M -$225K -1,004 -15%
VWM
545
Venturi Wealth Management
Texas
$1.26M +$96.1K +428 +8%
CWAG
546
Compton Wealth Advisory Group
Virginia
$1.26M -$246K -1,095 -16%
WorldQuant Millennium Advisors
547
WorldQuant Millennium Advisors
New York
$1.26M +$1.24M +5,530 New
FG
548
Fiduciary Group
Georgia
$1.25M +$3.37K +15 +0.3%
Assenagon Asset Management
549
Assenagon Asset Management
Luxembourg
$1.25M -$3.86M -17,179 -76%
IEFM
550
IQ EQ Fund Management
Ireland
$1.25M

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.