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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
VAS
676
Vestmark Advisory Solutions
Massachusetts
$533K -$226K -1,132 -31%
EAM
677
Erste Asset Management
Austria
$532K
CL
678
CPWM LLC
Washington
$531K -$549K -2,756 -52%
MAP
679
Moody Aldrich Partners
Massachusetts
$530K -$401K -2,011 -44%
FMWA
680
Forvis Mazars Wealth Advisors
Missouri
$526K -$13.3K -67 -3%
JWCA
681
J.W. Cole Advisors
Florida
$525K +$495K +2,485 New
ZCA
682
Zeke Capital Advisors
Pennsylvania
$524K -$145K -727 -23%
TAIM
683
TD Ameritrade Investment Management
Nebraska
$521K +$31.9K +160 +7%
DT
684
Diversified Trust
Tennessee
$521K +$151K +759 +44%
TCOV
685
Trust Company of Vermont
Vermont
$519K +$5.18K +26 +1%
BJL
686
Brighton Jones LLC
Washington
$518K +$489K +2,453 New
Rockefeller Capital Management
687
Rockefeller Capital Management
New York
$516K +$193K +970 +66%
WB
688
WesBanco Bank
West Virginia
$515K -$77.1K -387 -14%
WT
689
Whittier Trust
California
$511K
MWNA
690
Marshall Wace North America
New York
$511K +$482K +2,421 New
BHC
691
Bowen Hanes & Co
Florida
$507K
HSA
692
HBK Sorce Advisory
Pennsylvania
$502K +$1.4K +7 +0.3%
SG
693
StoneX Group
New York
$496K -$20.9K -105 -4%
PFM
694
Parsec Financial Management
North Carolina
$496K
FFG
695
Fortem Financial Group
California
$495K -$737K -3,700 -61%
KPWS
696
Kestra Private Wealth Services
Texas
$495K +$467K +2,346 New
PK
697
Pflug Koory
Nebraska
$494K
CAM
698
Cozad Asset Management
Illinois
$493K
AIP
699
Ameritas Investment Partners
Nebraska
$492K -$24.5K -123 -5%
MPPLM
700
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$490K +$47K +236 +11%

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.