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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
WWM
701
Windsor Wealth Management
Indiana
$592K -$6.74K -30 -1%
MCM
702
Mengis Capital Management
Oregon
$591K
ISWM
703
Independent Solutions Wealth Management
New York
$588K -$59.5K -265 -9%
FPF
704
First Pacific Financial
Washington
$580K +$573K +2,553 New
CL
705
CPWM LLC
Washington
$576K +$4.72K +21 +0.8%
TCOV
706
Trust Company of Vermont
Vermont
$576K +$17.3K +77 +3%
FFN
707
Focus Financial Network
Minnesota
$575K -$19.1K -85 -3%
FT
708
Fiduciary Trust
Massachusetts
$572K +$82.2K +366 +17%
MAP
709
Moody Aldrich Partners
Massachusetts
$570K
KFA
710
Krane Funds Advisors
New York
$570K +$142K +631 +34%
TAM
711
Tocqueville Asset Management
New York
$568K -$21.8K -97 -4%
MSRPS
712
Maryland State Retirement & Pension System
Maryland
$567K +$534K +2,378 New
CA
713
Cetera Advisors
Colorado
$566K -$46.5K -207 -8%
IIC
714
Ironwood Investment Counsel
Arizona
$563K +$172K +765 +45%
DT
715
Diversified Trust
Tennessee
$560K
BJL
716
Brighton Jones LLC
Washington
$560K +$3.14K +14 +0.6%
OQS
717
Occudo Quantitative Strategies
Florida
$559K +$553K +2,463 New
MPPLM
718
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$554K +$26K +116 +5%
FA
719
FDx Advisors
Illinois
$554K +$548K +2,439 New
IFWM
720
Institute for Wealth Management
Colorado
$552K -$40K -178 -7%
WCM
721
Whitener Capital Management
North Carolina
$552K +$46.9K +209 +9%
VAS
722
Vestmark Advisory Solutions
Massachusetts
$548K -$24.5K -109 -4%
WT
723
Whittier Trust
California
$547K -$1.35K -6 -0.2%
SC
724
Sepio Capital
Utah
$546K -$530K -2,360 -50%
BHC
725
Bowen Hanes & Co
Florida
$545K

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.