We are live on ! Find out more

1,010 hedge funds and large institutions have $21.6B invested in Cummins in 2020 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 307 increasing their positions, 421 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more funds holding in top 10

Funds holding in top 10: 513 (+8)

59% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 82

32% more capital invested

Capital invested by funds: $16.3B → $21.6B (+$5.26B)

4% more funds holding

Funds holding: 9701,010 (+40)

3.61% more ownership

Funds ownership: 80.89%84.5% (+3.6%)

1% less call options, than puts

Call options by funds: $268M | Put options by funds: $270M

27% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 421

Holders
1,010
Holders Change
+40
Holders Change %
+4.12%
% of All Funds
20.71%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.27%
New
130
Increased
307
Reduced
421
Closed
82
Calls
$268M
Puts
$270M
Net Calls
-$1.54M
Net Calls Change
+$38.9M
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
726
Dorchester Wealth Management
Quebec, Canada
$312K
MCC
727
Malaga Cove Capital
California
$312K
CAC
728
Certified Advisory Corp
Florida
$311K +$160 +1 +0.1%
AC
729
Allstate Corporation
Illinois
$310K -$272K -1,704 -49%
VFA
730
Voya Financial Advisors
Connecticut
$310K -$88.9K -556 -24%
CP
731
Covenant Partners
Tennessee
$307K
EWA
732
EP Wealth Advisors
California
$305K -$63.1K -395 -18%
PAS
733
Park Avenue Securities
New York
$305K +$281K +1,760 New
KTC
734
Kistler-Tiffany Companies
Pennsylvania
$304K -$14.9K -93 -5%
WANY
735
Wealthspire Advisors (New York)
New York
$300K -$240K -1,499 -46%
LWP
736
Legacy Wealth Planning
Nevada
$299K -$8.63K -54 -3%
HCMNY
737
Howard Capital Management (New York)
New York
$298K -$12K -75 -4%
RCA
738
Rowland Carmichael Advisors
Arizona
$297K -$567K -3,546 -67%
ESB
739
Essex Savings Bank
Connecticut
$297K -$43.9K -275 -14%
IIC
740
Ironwood Investment Counsel
Arizona
$296K -$3.06M -19,140 -92%
HAG
741
HighPoint Advisor Group
Illinois
$296K -$1.76K -11 -0.6%
JIC
742
Joel Isaacson & Co
New York
$296K
DT
743
Diversified Trust
Tennessee
$296K +$1.12K +7 +0.4%
WS
744
Wedbush Securities
California
$294K -$32.9K -206 -11%
IAS
745
Investment Advisory Services
Texas
$294K
TC
746
TownSquare Capital
Utah
$292K -$8.63K -54 -3%
SYBT
747
Stock Yards Bank & Trust
Kentucky
$291K -$48.7K -305 -15%
OIA
748
OneDigital Investment Advisors
Kansas
$291K +$5.43K +34 +2%
GP
749
Girard Partners
Pennsylvania
$290K -$94.4K -591 -26%
BCP
750
Blue Chip Partners
Michigan
$289K -$44.3K -277 -14%

CMI Hedge Fund Activity: Q2 2020 in Review

1,010 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2020, worth a combined $21.6B — up 32% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new CMI positions and 82 closed out — a net gain of 48 holders — while 307 added to existing stakes and 421 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $506M. The largest seller was American Century Companies, cutting an estimated $109M.

  • 1,010 institutional investors held Cummins (CMI) as of Q2 2020, up from 970 in Q1 2020.
  • Funds reported $21.6B of Cummins stock for Q2 2020, up 32% quarter-over-quarter.
  • 130 funds opened new Cummins positions in Q2 2020 and 82 closed out, a net change of +48 holders.
  • The largest Cummins buyer in Q2 2020 was T. Rowe Price Associates, an estimated $506M added.
  • The largest Cummins seller in Q2 2020 was American Century Companies, an estimated $109M sold.

Based on aggregated 13F filings for Q2 2020.