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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
IRF
551
IBM Retirement Fund
New York
$1.24M +$153K +680 +14%
AWM
552
AE Wealth Management
Kansas
$1.23M +$23.4K +104 +2%
PA
553
Parallel Advisors
California
$1.23M +$377K +1,679 +45%
WAM
554
World Asset Management
Michigan
$1.23M -$131K -584 -10%
ZIG
555
Zurich Insurance Group
Switzerland
$1.23M -$1.82M -8,100 -60%
EVM
556
Eaton Vance Management
Massachusetts
$1.22M +$23.8K +106 +2%
OBGC
557
O'Brien Greene & Co
Pennsylvania
$1.22M +$241K +1,075 +25%
HPCM
558
Hunter Perkins Capital Management
Illinois
$1.22M +$1.2M +5,350 New
SC
559
Scotia Capital
Ontario, Canada
$1.21M +$8.53K +38 +0.7%
RJT
560
Raymond James Trust
Florida
$1.21M +$59.1K +263 +5%
Wealthfront Advisers
561
Wealthfront Advisers
California
$1.2M +$22.9K +102 +2%
NL
562
NVWM LLC
Pennsylvania
$1.2M +$1.19M +5,283 New
CI
563
Cigna Investments
Connecticut
$1.19M +$93.9K +418 +9%
SIC
564
SFE Investment Counsel
California
$1.18M -$29.2K -130 -2%
DTL
565
Dynamic Technology Lab
Singapore
$1.18M +$1.17M +5,207 New
AP
566
Advisor Partners
California
$1.18M +$2.02K +9 +0.2%
TA
567
TFG Advisers
Michigan
$1.16M +$2.02K +9 +0.2%
RCA
568
Ranch Capital Advisors
Florida
$1.15M -$2.69K -12 -0.2%
HWM
569
Hohimer Wealth Management
Washington
$1.15M -$2.69K -12 -0.2%
CA
570
Clearstead Advisors
Ohio
$1.15M +$59.5K +265 +6%
NAM
571
Nexpoint Asset Management
Texas
$1.14M -$1.12M -5,000 -50%
FBC
572
Fairfield, Bush & Co
Connecticut
$1.14M
DAM
573
Deltec Asset Management
New York
$1.14M +$1.12M +5,000 New
LFAS
574
Level Four Advisory Services
Texas
$1.12M -$389K -1,733 -26%
PHK
575
Point72 Hong Kong
Hong Kong
$1.12M -$886K -3,946 -44%

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.