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1,077 hedge funds and large institutions have $25.8B invested in Cummins in 2020 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 351 increasing their positions, 435 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 61

92% more funds holding in top 10

Funds holding in top 10: 1325 (+12)

19% more capital invested

Capital invested by funds: $21.6B → $25.8B (+$4.19B)

7% more funds holding

Funds holding: 1,0111,077 (+66)

1.7% less ownership

Funds ownership: 84.5%82.8% (-1.7%)

14% less call options, than puts

Call options by funds: $255M | Put options by funds: $296M

19% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 435

Holders
1,077
Holders Change
+66
Holders Change %
+6.53%
% of All Funds
21.73%
Holding in Top 10
25
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+92.31%
% of All Funds
0.5%
New
135
Increased
351
Reduced
435
Closed
61
Calls
$255M
Puts
$296M
Net Calls
-$41.5M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
751
Calton & Associates
Florida
$386K
MA
752
MONECO Advisors
Connecticut
$386K +$4.18K +21 +1%
ACA
753
Atlas Capital Advisors
Wyoming
$385K
CI Investments Inc
754
CI Investments Inc
Ontario, Canada
$383K +$362K +1,815 New
WT
755
Washington Trust
Rhode Island
$382K +$39.8K +200 +12%
DWM
756
Dorchester Wealth Management
Quebec, Canada
$380K
MCC
757
Malaga Cove Capital
California
$380K
ECM
758
ETrade Capital Management
Virginia
$379K -$91K -457 -20%
VFA
759
Voya Financial Advisors
Connecticut
$379K -$2.19K -11 -0.6%
CRCM
760
Corbett Road Capital Management
Virginia
$378K +$356K +1,789 New
HTC
761
Haverford Trust Company
Pennsylvania
$376K -$16.9K -85 -5%
HAG
762
HighPoint Advisor Group
Illinois
$374K -$21.1K -106 -6%
MG
763
Mather Group
Illinois
$373K -$85.1K -427 -19%
CAN
764
Claraphi Advisory Network
United States
$371K -$25.9K -130 -7%
ESB
765
Essex Savings Bank
Connecticut
$371K +$8.96K +45 +3%
CCM
766
Chilton Capital Management
Texas
$370K -$59.8K -300 -15%
KTC
767
Kistler-Tiffany Companies
Pennsylvania
$370K +$199 +1 +0.1%
RE
768
RBC Europe
United Kingdom
$366K +$21.5K +108 +7%
IAP
769
Indie Asset Partners
Indiana
$366K
LWP
770
Legacy Wealth Planning
Nevada
$364K
VI
771
Versor Investments
New York
$363K -$697K -3,500 -67%
TC
772
TownSquare Capital
Utah
$362K
IIC
773
Ironwood Investment Counsel
Arizona
$362K +$1.2K +6 +0.4%
JIC
774
Joel Isaacson & Co
New York
$361K
IAS
775
Investment Advisory Services
Texas
$358K +$199 +1 +0.1%

CMI Hedge Fund Activity: Q3 2020 in Review

1,077 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q3 2020, worth a combined $25.8B — up 19% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new CMI positions and 61 closed out — a net gain of 74 holders — while 351 added to existing stakes and 435 trimmed.

The largest buyer was Franklin Resources, adding an estimated $339M. The largest seller was Credit Suisse, cutting an estimated $269M.

  • 1,077 institutional investors held Cummins (CMI) as of Q3 2020, up from 1,011 in Q2 2020.
  • Funds reported $25.8B of Cummins stock for Q3 2020, up 19% quarter-over-quarter.
  • 135 funds opened new Cummins positions in Q3 2020 and 61 closed out, a net change of +74 holders.
  • The largest Cummins buyer in Q3 2020 was Franklin Resources, an estimated $339M added.
  • The largest Cummins seller in Q3 2020 was Credit Suisse, an estimated $269M sold.

Based on aggregated 13F filings for Q3 2020.