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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
PR
601
Payden & Rygel
California
$954K +$943K +4,200 New
WSCM
602
Wellington Shields Capital Management
New York
$954K +$943K +4,200 New
KRSITF
603
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$936K +$57.3K +255 +7%
CIM
604
Cambria Investment Management
California
$935K -$196K -873 -17%
AUB
605
Atlantic Union Bankshares
Virginia
$930K -$1.12K -5 -0.1%
DBRC
606
D.B. Root & Company
Pennsylvania
$922K +$912K +4,060 New
Carson Wealth (CWM LLC)
607
Carson Wealth (CWM LLC)
Nebraska
$916K
RA
608
RFG Advisory
Alabama
$913K -$130K -579 -13%
MA
609
MUFG Americas
New York
$907K -$22.5K -100 -2%
SFG
610
SevenBridge Financial Group
Pennsylvania
$904K
IP
611
Intellectus Partners
California
$899K +$47.4K +211 +6%
EI
612
EDMP Inc
Florida
$886K -$58.2K -259 -6%
FC
613
Forte Capital
New York
$885K -$114K -506 -11%
FC
614
FORA Capital
Florida
$884K +$556K +2,478 +175%
SS
615
Sunbelt Securities
Texas
$865K +$199K +887 +30%
AC
616
Arjuna Capital
North Carolina
$858K -$493K -2,195 -37%
IA
617
IFG Advisory
Georgia
$854K -$100K -447 -11%
MWM
618
Mission Wealth Management
California
$851K +$1.57K +7 +0.2%
RWA
619
Ropes Wealth Advisors
Massachusetts
$847K -$143K -639 -15%
CAG
620
Csenge Advisory Group
Florida
$840K +$22.5K +100 +3%
CT
621
Coastline Trust
Rhode Island
$826K +$3.37K +15 +0.4%
DCM
622
Dupont Capital Management
Delaware
$813K +$43.3K +193 +6%
ANRIA
623
American National Registered Investment Advisor
Texas
$807K
SOAMC
624
Spirit of America Management Corp
New York
$806K
BIM
625
Baldwin Investment Management
Pennsylvania
$801K +$551K +2,455 +229%

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.