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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
BPM
701
Bowling Portfolio Management
Ohio
$434K -$3.3M -18,735 -89%
SCA
702
STALEY CAPITAL ADVISERS
Pennsylvania
$434K -$1.06K -6 -0.2%
PFM
703
Parsec Financial Management
North Carolina
$434K
BCP
704
Blue Chip Partners
Michigan
$434K +$4.58K +26 +1%
AWM
705
Atticus Wealth Management
Florida
$432K +$425K +2,413 New
MG
706
Mather Group
Illinois
$432K +$425K +2,413 New
MME
707
Meag Munich Ergo
Germany
$430K -$1.33M -7,577 -76%
BHC
708
Bowen Hanes & Co
Florida
$430K
PTC
709
Philadelphia Trust Company
Pennsylvania
$429K
OR
710
Olympiad Research
Connecticut
$428K +$421K +2,393 New
CT
711
Columbia Trust
Oregon
$425K +$419K +2,382 New
CCG
712
Cypress Capital Group
Florida
$423K -$35.2K -200 -8%
PIM
713
Penobscot Investment Management
Massachusetts
$419K -$26.4K -150 -6%
MF
714
Magnetar Financial
Illinois
$419K +$413K +2,344 New
CAM
715
Cozad Asset Management
Illinois
$418K -$17.8K -101 -4%
ZCM
716
Zebra Capital Management
Connecticut
$416K +$18.7K +106 +5%
EWM
717
Empirical Wealth Management
Washington
$414K +$71.6K +407 +21%
PK
718
Pflug Koory
Nebraska
$412K
S
719
SignatureFD
Georgia
$403K +$176K +998 +80%
PFS
720
Prospera Financial Services
Texas
$397K -$7.57K -43 -2%
CP
721
Covenant Partners
Tennessee
$396K -$116K -658 -23%
GWM
722
GSB Wealth Management
Connecticut
$394K
WBG
723
Wharton Business Group
Pennsylvania
$394K +$170K +965 +78%
IRF
724
IBM Retirement Fund
New York
$393K -$30.4K -173 -7%
LPT
725
Legacy Private Trust
Wisconsin
$389K -$286K -1,623 -43%

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.