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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
LOAME
776
Lombard Odier Asset Management (Europe)
United Kingdom
$319K
MCC
777
Malaga Cove Capital
California
$319K
LWP
778
Legacy Wealth Planning
Nevada
$319K +$314K +1,785 New
TSW
779
Thompson Siegel & Walmsley
Virginia
$318K
NL
780
NWAM LLC
Washington
$317K -$4.93K -28 -2%
CRC
781
Curi RMB Capital
Illinois
$317K +$1.76K +10 +0.6%
GT
782
Greenleaf Trust
Michigan
$317K +$12K +68 +4%
CCM
783
Crossvault Capital Management
Texas
$313K
CI
784
Cambiar Investors
Colorado
$310K -$30.5M -173,011 -99%
TC
785
TownSquare Capital
Utah
$310K -$10.9K -62 -3%
OPS
786
Orion Portfolio Solutions
Nebraska
$310K +$305K +1,732 New
ATC
787
Argent Trust Co
Tennessee
$309K
DWM
788
Doyle Wealth Management
Florida
$308K
EAM
789
Erste Asset Management
Austria
$307K +$299K +1,700 New
FA
790
Fortis Advisors
Pennsylvania
$307K
HAG
791
HighPoint Advisor Group
Illinois
$306K +$65.1K +370 +26%
JIC
792
Joel Isaacson & Co
New York
$306K +$301K +1,711 New
CG
793
Caprock Group
Idaho
$305K -$6.69K -38 -2%
CP
794
Camelot Portfolios
Ohio
$305K +$43.8K +249 +17%
DT
795
Diversified Trust
Tennessee
$305K +$300K +1,702 New
IAS
796
Investment Advisory Services
Texas
$303K +$298K +1,694 New
MGIM
797
M&G Investment Management
United Kingdom
$302K +$297K +1,686 New
PP
798
Pegasus Partners
Wisconsin
$300K -$174K -990 -37%
MA
799
MONECO Advisors
Connecticut
$299K +$2.11K +12 +0.7%
CA
800
Calton & Associates
Florida
$297K -$94.5K -537 -24%

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.