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1,092 hedge funds and large institutions have $22B invested in Cummins in 2019 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 348 increasing their positions, 430 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 53

8% more funds holding

Funds holding: 1,0081,092 (+84)

6% more capital invested

Capital invested by funds: $20.8B → $22B (+$1.24B)

0% less call options, than puts

Call options by funds: $376M | Put options by funds: $376M

0.9% less ownership

Funds ownership: 81.55%80.65% (-0.9%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

19% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 430

Holders
1,092
Holders Change
+84
Holders Change %
+8.33%
% of All Funds
21.52%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
156
Increased
348
Reduced
430
Closed
53
Calls
$376M
Puts
$376M
Net Calls
-$91K
Net Calls Change
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
676
Guyasuta Investment Advisors
Pennsylvania
$506K -$7.04K -40 -1%
AAM
677
Autus Asset Management
Arizona
$506K
SC
678
SRB Corp
Massachusetts
$505K -$46.1K -262 -9%
IWM
679
IHT Wealth Management
Illinois
$504K +$17.1K +97 +4%
EWM
680
Evercore Wealth Management
New York
$503K +$113K +641 +30%
SW
681
SkyOak Wealth
Michigan
$503K +$495K +2,811 New
CA
682
Cetera Advisors
Colorado
$502K -$9.5K -54 -2%
PCA
683
Peddock Capital Advisors
Massachusetts
$501K -$1.76K -10 -0.4%
TAM
684
Tocqueville Asset Management
New York
$499K -$153K -871 -24%
MFAM
685
Motley Fool Asset Management
Virginia
$499K +$41.2K +234 +9%
SOAMC
686
Spirit of America Management Corp
New York
$492K +$70.4K +400 +17%
FFN
687
Focus Financial Network
Minnesota
$491K -$880 -5 -0.2%
MWM
688
Marietta Wealth Management
Georgia
$488K -$30.8K -175 -6%
VI
689
Vestcor Inc
New Brunswick, Canada
$475K +$468K +2,657 New
MCM
690
Mengis Capital Management
Oregon
$474K
TSS
691
Two Sigma Securities
New York
$470K +$218K +1,236 +89%
MFG
692
MidWestOne Financial Group
Iowa
$469K +$105K +598 +30%
TWI
693
Thomas White International
Illinois
$465K -$42.2K -240 -8%
IFWM
694
Institute for Wealth Management
Colorado
$463K -$8.1K -46 -2%
AAM
695
American Asset Management
Florida
$462K +$65.1K +370 +17%
AIM
696
Alambic Investment Management
California
$449K -$180K -1,020 -29%
FPS
697
Fieldpoint Private Securities
Connecticut
$444K +$23.9K +136 +6%
GP
698
Girard Partners
Pennsylvania
$439K -$139K -787 -24%
RWA
699
River Wealth Advisors
Pennsylvania
$439K -$1.41K -8 -0.3%
SFS
700
Sowell Financial Services
Arkansas
$437K -$22.9K -130 -5%

CMI Hedge Fund Activity: Q4 2019 in Review

1,092 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q4 2019, worth a combined $22B — up 6% from $20.8B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new CMI positions and 53 closed out — a net gain of 103 holders — while 348 added to existing stakes and 430 trimmed.

The largest buyer was American International Group, adding an estimated $291M. The largest seller was State Street, cutting an estimated $607M.

  • 1,092 institutional investors held Cummins (CMI) as of Q4 2019, up from 1,008 in Q3 2019.
  • Funds reported $22B of Cummins stock for Q4 2019, up 6% quarter-over-quarter.
  • 156 funds opened new Cummins positions in Q4 2019 and 53 closed out, a net change of +103 holders.
  • The largest Cummins buyer in Q4 2019 was American International Group, an estimated $291M added.
  • The largest Cummins seller in Q4 2019 was State Street, an estimated $607M sold.

Based on aggregated 13F filings for Q4 2019.