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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
EHC
676
Everett Harris & Co
California
$659K
BA
677
Birinyi Associates
Connecticut
$659K +$651K +2,900 New
TYCC
678
Texas Yale Capital Corp
Florida
$658K
HAG
679
HighPoint Advisor Group
Illinois
$656K +$236K +1,051 +65%
TPCW
680
TD Private Client Wealth
New York
$653K -$68.7K -306 -10%
IWM
681
IHT Wealth Management
Illinois
$653K +$39.7K +177 +7%
FAN
682
Financial Advisors Network
California
$652K -$33.9K -151 -5%
KPWS
683
Kestra Private Wealth Services
Texas
$647K +$119K +531 +23%
NA
684
NewEdge Advisors
Louisiana
$646K -$1.35K -6 -0.2%
GC
685
Globeflex Capital
California
$643K
LP
686
LMR Partners
United Kingdom
$640K +$633K +2,818 New
LIA
687
LS Investment Advisors
Michigan
$637K -$46.9K -209 -7%
AWP
688
Ascent Wealth Partners
New York
$629K +$24.7K +110 +4%
SC
689
Savant Capital
Illinois
$626K +$9.21K +41 +2%
CWM
690
Circle Wealth Management
New Jersey
$621K +$330K +1,470 +116%
RT
691
Rockland Trust
Massachusetts
$615K -$6.06K -27 -1%
S
692
SignatureFD
Georgia
$614K +$30.3K +135 +5%
CF
693
Copperwynd Financial
Arizona
$612K -$31.4K -140 -5%
CFG
694
Citizens Financial Group
Rhode Island
$609K +$603K +2,683 New
ED
695
Exane Derivatives
France
$608K +$538K +2,396 +859%
MA
696
MONECO Advisors
Connecticut
$603K +$152K +679 +37%
O
697
Ossiam
France
$596K -$211K -940 -26%
MFG
698
MidWestOne Financial Group
Iowa
$595K
HF
699
HRT Financial
New York
$595K +$589K +2,624 New
OPS
700
Orion Portfolio Solutions
Nebraska
$593K -$33.2K -148 -5%

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.