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1,077 hedge funds and large institutions have $25.8B invested in Cummins in 2020 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 351 increasing their positions, 435 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 61

92% more funds holding in top 10

Funds holding in top 10: 1325 (+12)

19% more capital invested

Capital invested by funds: $21.6B → $25.8B (+$4.19B)

7% more funds holding

Funds holding: 1,0111,077 (+66)

1.7% less ownership

Funds ownership: 84.5%82.8% (-1.7%)

14% less call options, than puts

Call options by funds: $255M | Put options by funds: $296M

19% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 435

Holders
1,077
Holders Change
+66
Holders Change %
+6.53%
% of All Funds
21.73%
Holding in Top 10
25
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+92.31%
% of All Funds
0.5%
New
135
Increased
351
Reduced
435
Closed
61
Calls
$255M
Puts
$296M
Net Calls
-$41.5M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Change in
Stake
EC
651
Estate Counselors
Wisconsin
$595K -$71.7K -360 -11%
EWM
652
Evercore Wealth Management
New York
$593K +$2.59K +13 +0.5%
QI
653
Qtron Investments
Massachusetts
$590K
SC
654
SRB Corp
Massachusetts
$583K -$53.8K -270 -9%
SWP
655
Stratos Wealth Partners
Ohio
$583K +$4.98K +25 +0.9%
OPS
656
Orion Portfolio Solutions
Nebraska
$583K +$37.5K +188 +7%
WWM
657
Windsor Wealth Management
Indiana
$582K -$19.5K -98 -4%
Wolverine Trading
658
Wolverine Trading
Illinois
$581K +$544K +2,730 New
ECM
659
ExodusPoint Capital Management
New York
$581K +$548K +2,753 New
SWM
660
Strategic Wealth Management
Washington
$580K +$48.8K +245 +10%
RT
661
Rockland Trust
Massachusetts
$578K +$68.1K +342 +14%
SC
662
Savant Capital
Illinois
$574K +$2.59K +13 +0.5%
RIA
663
Realta Investment Advisors
Delaware
$574K +$261K +1,311 +93%
IWM
664
IHT Wealth Management
Illinois
$570K +$77.3K +388 +17%
CA
665
Cetera Advisors
Colorado
$569K +$56.4K +283 +12%
WEC
666
Winslow Evans & Crocker
Massachusetts
$564K -$22.7K -114 -4%
AWP
667
Ascent Wealth Partners
New York
$561K +$5.98K +30 +1%
BSA
668
Braun Stacey Associates
New York
$560K +$528K +2,650 New
FAAS
669
First Allied Advisory Services
California
$555K -$142K -714 -21%
MFG
670
MidWestOne Financial Group
Iowa
$554K
FFN
671
Focus Financial Network
Minnesota
$552K -$12K -60 -2%
IFWM
672
Institute for Wealth Management
Colorado
$550K +$1.99K +10 +0.4%
TAM
673
Tocqueville Asset Management
New York
$549K -$39.2K -197 -7%
MCM
674
Mengis Capital Management
Oregon
$549K -$9.36K -47 -2%
S
675
SignatureFD
Georgia
$542K +$140K +702 +38%

CMI Hedge Fund Activity: Q3 2020 in Review

1,077 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q3 2020, worth a combined $25.8B — up 19% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new CMI positions and 61 closed out — a net gain of 74 holders — while 351 added to existing stakes and 435 trimmed.

The largest buyer was Franklin Resources, adding an estimated $339M. The largest seller was Credit Suisse, cutting an estimated $269M.

  • 1,077 institutional investors held Cummins (CMI) as of Q3 2020, up from 1,011 in Q2 2020.
  • Funds reported $25.8B of Cummins stock for Q3 2020, up 19% quarter-over-quarter.
  • 135 funds opened new Cummins positions in Q3 2020 and 61 closed out, a net change of +74 holders.
  • The largest Cummins buyer in Q3 2020 was Franklin Resources, an estimated $339M added.
  • The largest Cummins seller in Q3 2020 was Credit Suisse, an estimated $269M sold.

Based on aggregated 13F filings for Q3 2020.