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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
GCA
626
Genesee Capital Advisors
New York
$800K +$792K +3,526 New
UB
627
UMB Bank
Missouri
$797K -$28.3K -126 -3%
BRWA
628
B. Riley Wealth Advisors
Florida
$795K +$9.21K +41 +1%
BBHC
629
Brown Brothers Harriman & Co
New York
$794K +$675K +3,007 +616%
FIM
630
Freedom Investment Management
Connecticut
$793K -$251K -1,116 -24%
CC
631
Cannell & Co
New York
$787K -$225 -1 -0%
WEC
632
Winslow Evans & Crocker
Massachusetts
$783K +$174K +773 +29%
BHBT
633
Burke & Herbert Bank & Trust
Virginia
$781K -$70.1K -312 -8%
SC
634
SRB Corp
Massachusetts
$780K +$151K +674 +24%
MAM
635
Martingale Asset Management
Massachusetts
$777K -$406K -1,809 -35%
CT
636
Columbia Trust
Oregon
$775K +$768K +3,420 New
MFAM
637
Motley Fool Asset Management
Virginia
$773K +$79.9K +356 +12%
TLFA
638
True Link Financial Advisors
California
$773K +$764K +3,404 New
VPIM
639
Vanguard Personalized Indexing Management
California
$771K +$77.9K +347 +11%
MAM
640
Meeder Asset Management
Ohio
$770K -$9.36M -41,685 -92%
ANBT
641
American National Bank & Trust
Texas
$764K
Jacobs Levy Equity Management
642
Jacobs Levy Equity Management
New Jersey
$760K +$342K +1,521 +83%
Lido Advisors
643
Lido Advisors
California
$758K +$313K +1,394 +72%
WANY
644
Wealthspire Advisors (New York)
New York
$758K +$335K +1,490 +81%
EM
645
ELCO Management
New York
$753K -$119K -530 -14%
MCA
646
Morris Capital Advisors
Pennsylvania
$753K -$18.6K -83 -2%
GIA
647
Guyasuta Investment Advisors
Pennsylvania
$749K +$8.98K +40 +1%
FCCM
648
First City Capital Management
Georgia
$746K -$1.31M -5,825 -66%
CBT
649
Central Bank & Trust
Kentucky
$745K +$41.1K +183 +6%
V
650
Veritable
Delaware
$739K -$49.4K -220 -6%

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.