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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
SOAMC
601
Spirit of America Management Corp
New York
$572K
CT
602
Columbia Trust
Oregon
$570K +$57.2K +358 +12%
BRWA
603
B. Riley Wealth Advisors
Florida
$562K -$117K -735 -18%
ABC
604
Associated Banc-Corp
Wisconsin
$560K -$17.3K -108 -3%
OFS
605
OneAscent Financial Services
Alabama
$558K +$24.1K +151 +5%
ZCA
606
Zeke Capital Advisors
Pennsylvania
$556K -$3.36K -21 -0.7%
AW
607
Alpha Windward
Massachusetts
$554K -$113K -710 -18%
FMII
608
Farmers & Merchants Investments Inc
Nebraska
$551K -$100K -628 -16%
EC
609
Estate Counselors
Wisconsin
$550K +$16K +100 +3%
TPCW
610
TD Private Client Wealth
New York
$547K +$15.5K +97 +3%
CWM
611
Concentric Wealth Management
California
$546K -$7.99K -50 -2%
TIA
612
Tiemann Investment Advisors
California
$545K +$9.27K +58 +2%
CAG
613
Csenge Advisory Group
Florida
$541K +$499K +3,124 New
NL
614
NWAM LLC
Washington
$538K +$217K +1,358 +78%
GIA
615
Guyasuta Investment Advisors
Pennsylvania
$531K +$32K +200 +7%
NAM
616
NorthCoast Asset Management
Connecticut
$527K -$1.22M -7,661 -72%
SC
617
SRB Corp
Massachusetts
$526K -$32K -200 -6%
S
618
Seeyond
France
$526K +$165K +1,034 +52%
LIA
619
LS Investment Advisors
Michigan
$523K -$62.3K -390 -11%
Verition Fund Management
620
Verition Fund Management
Connecticut
$519K +$478K +2,994 New
GPA
621
Garrison Point Advisors
California
$513K
CF
622
Copperwynd Financial
Arizona
$512K -$46.8K -293 -9%
MFAM
623
Motley Fool Asset Management
Virginia
$511K +$19.2K +120 +4%
AI
624
ArchPoint Investors
Florida
$510K +$7.19K +45 +2%
TYCC
625
Texas Yale Capital Corp
Florida
$502K

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.