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1,010 hedge funds and large institutions have $21.6B invested in Cummins in 2020 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 307 increasing their positions, 421 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more funds holding in top 10

Funds holding in top 10: 513 (+8)

59% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 82

32% more capital invested

Capital invested by funds: $16.3B → $21.6B (+$5.26B)

4% more funds holding

Funds holding: 9701,010 (+40)

3.61% more ownership

Funds ownership: 80.89%84.5% (+3.6%)

1% less call options, than puts

Call options by funds: $268M | Put options by funds: $270M

27% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 421

Holders
1,010
Holders Change
+40
Holders Change %
+4.12%
% of All Funds
20.71%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.27%
New
130
Increased
307
Reduced
421
Closed
82
Calls
$268M
Puts
$270M
Net Calls
-$1.54M
Net Calls Change
+$38.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
551
Walter & Keenan Wealth Management
Indiana
$769K +$710K +4,440 New
VNA
552
Valley National Advisers
Pennsylvania
$768K -$165K -1,031 -19%
OBGC
553
O'Brien Greene & Co
Pennsylvania
$764K -$58.5K -366 -8%
IP
554
Intellectus Partners
California
$746K +$799 +5 +0.1%
SP
555
Symmetry Partners
Connecticut
$740K +$1.76K +11 +0.3%
AUB
556
Atlantic Union Bankshares
Virginia
$736K
IPW
557
Inlet Private Wealth
Florida
$731K
CT
558
Coastline Trust
Rhode Island
$720K -$65.5K -410 -9%
SRAM
559
Stone Ridge Asset Management
New York
$713K -$288K -1,800 -30%
SFG
560
SevenBridge Financial Group
Pennsylvania
$712K -$40.1K -251 -6%
MA
561
MUFG Americas
New York
$710K -$185K -1,159 -22%
FC
562
FORA Capital
Florida
$709K +$654K +4,095 New
CBN
563
Cadence Bank NA
Texas
$676K +$79.6K +498 +15%
Impax Asset Management Group
564
Impax Asset Management Group
United Kingdom
$675K +$3.68K +23 +0.6%
CC
565
Cypress Capital
Tennessee
$672K +$620K +3,881 New
EWM
566
Empirical Wealth Management
Washington
$671K +$141K +885 +30%
EM
567
ELCO Management
New York
$666K -$2.08K -13 -0.3%
Walleye Capital
568
Walleye Capital
New York
$666K +$615K +3,846 New
FLPIM
569
F.L. Putnam Investment Management
Massachusetts
$665K +$138K +863 +29%
NFG
570
NewFocus Financial Group
Washington
$655K +$257K +1,609 +74%
NWP
571
Northstar Wealth Partners
Connecticut
$649K +$599K +3,751 New
MWM
572
Mission Wealth Management
California
$647K -$3.68K -23 -0.6%
VI
573
Vestcor Inc
New Brunswick, Canada
$647K +$72.7K +455 +14%
PA
574
Parallel Advisors
California
$646K -$35.6K -223 -6%
IAA
575
Independent Advisor Alliance
North Carolina
$633K -$40.3K -252 -6%

CMI Hedge Fund Activity: Q2 2020 in Review

1,010 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2020, worth a combined $21.6B — up 32% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new CMI positions and 82 closed out — a net gain of 48 holders — while 307 added to existing stakes and 421 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $506M. The largest seller was American Century Companies, cutting an estimated $109M.

  • 1,010 institutional investors held Cummins (CMI) as of Q2 2020, up from 970 in Q1 2020.
  • Funds reported $21.6B of Cummins stock for Q2 2020, up 32% quarter-over-quarter.
  • 130 funds opened new Cummins positions in Q2 2020 and 82 closed out, a net change of +48 holders.
  • The largest Cummins buyer in Q2 2020 was T. Rowe Price Associates, an estimated $506M added.
  • The largest Cummins seller in Q2 2020 was American Century Companies, an estimated $109M sold.

Based on aggregated 13F filings for Q2 2020.