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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
EHC
626
Everett Harris & Co
California
$502K +$463K +2,900 New
EFS
627
Essex Financial Services
Connecticut
$501K -$104K -653 -18%
PCA
628
Peddock Capital Advisors
Massachusetts
$496K -$799 -5 -0.2%
WB
629
WesBanco Bank
West Virginia
$490K -$40.3K -252 -8%
AAM
630
Autus Asset Management
Arizona
$490K
TAM
631
Tocqueville Asset Management
New York
$485K +$47K +294 +12%
EWM
632
Evercore Wealth Management
New York
$484K +$11.3K +71 +3%
QI
633
Qtron Investments
Massachusetts
$484K +$447K +2,794 New
WEC
634
Winslow Evans & Crocker
Massachusetts
$483K +$15.8K +99 +4%
SWP
635
Stratos Wealth Partners
Ohio
$474K -$248K -1,550 -36%
WWM
636
Windsor Wealth Management
Indiana
$474K -$45.1K -282 -9%
MFG
637
Magnus Financial Group
New York
$472K -$7.35K -46 -2%
BCM
638
Brooktree Capital Management
Michigan
$470K -$42.2K -264 -9%
SC
639
Savant Capital
Illinois
$468K +$137K +855 +46%
PCS
640
Personal CFO Solutions
New Jersey
$464K +$26.2K +164 +7%
FFN
641
Focus Financial Network
Minnesota
$464K +$28K +175 +7%
MCM
642
Mengis Capital Management
Oregon
$459K
NA
643
NewEdge Advisors
Louisiana
$457K -$94.9K -594 -18%
AWP
644
Ascent Wealth Partners
New York
$455K -$12.9K -81 -3%
VWM
645
Venturi Wealth Management
Texas
$455K +$419K +2,625 New
MFG
646
MidWestOne Financial Group
Iowa
$454K
IFWM
647
Institute for Wealth Management
Colorado
$450K +$1.44K +9 +0.3%
LAM
648
Lingohr Asset Management
Germany
$448K -$28.4K -178 -7%
OPS
649
Orion Portfolio Solutions
Nebraska
$445K +$237K +1,485 +137%
FMWA
650
Forvis Mazars Wealth Advisors
Missouri
$443K +$110K +690 +37%

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.