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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
WAM
751
Wealthspire Advisors (Maryland)
Maryland
$352K +$528 +3 +0.2%
KPW
752
Kore Private Wealth
New York
$349K
CFN
753
Cordasco Financial Network
Florida
$347K
CAC
754
Certified Advisory Corp
Florida
$343K +$352 +2 +0.1%
FRM
755
Fox Run Management
Connecticut
$341K +$55.6K +316 +20%
MYIA
756
Mount Yale Investment Advisors
Colorado
$340K -$8.27K -47 -2%
FCFC
757
First Citizens Financial Corp
Iowa
$340K +$334K +1,900 New
AssetMark Inc
758
AssetMark Inc
California
$339K +$41.2K +234 +14%
SBL
759
Sargent Bickham Lagudis
Colorado
$338K +$9.86K +56 +3%
HTC
760
Haverford Trust Company
Pennsylvania
$334K -$146K -830 -31%
KTC
761
Kistler-Tiffany Companies
Pennsylvania
$330K +$176 +1 +0.1%
Rockefeller Capital Management
762
Rockefeller Capital Management
New York
$330K +$7.74K +44 +2%
IAP
763
Indie Asset Partners
Indiana
$328K +$322K +1,831 New
MA
764
MANA Advisors
New York
$326K +$321K +1,822 New
PWP
765
Principle Wealth Partners
Connecticut
$325K -$22.9K -130 -7%
SS
766
Simplicity Solutions
Minnesota
$325K +$76.4K +434 +31%
CWM
767
Circle Wealth Management
New Jersey
$324K -$6.16K -35 -2%
FI
768
FormulaFolio Investments
Michigan
$323K -$24.8K -141 -7%
RCA
769
Ranch Capital Advisors
Florida
$323K -$4.22K -24 -1%
DWM
770
Dorchester Wealth Management
Quebec, Canada
$322K -$106K -600 -25%
HCMNY
771
Howard Capital Management (New York)
New York
$321K
FWM
772
Frontier Wealth Management
Missouri
$321K +$880 +5 +0.3%
APA
773
American Portfolios Advisors
New York
$321K -$56.9K -323 -15%
BG
774
Bahl & Gaynor
Ohio
$319K -$38.5K -219 -11%
WA
775
Wheatland Advisors
Pennsylvania
$319K -$22K -125 -7%

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.