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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
ATIA
776
American Trust Investment Advisors
New Hampshire
$261K
LNC
777
Lincoln National Corp
Pennsylvania
$261K +$240K +1,503 New
CGL
778
Clarius Group LLC
Washington
$261K +$240K +1,504 New
CCM
779
Compton Capital Management
Rhode Island
$260K -$95.9K -600 -29%
AB
780
Atlas Brown
Kentucky
$260K
AIM
781
Axiom Investment Management
New York
$260K +$240K +1,500 New
GT
782
Glenview Trust
Kentucky
$259K
DAS
783
Dynamic Advisor Solutions
Arizona
$259K +$239K +1,493 New
Rockefeller Capital Management
784
Rockefeller Capital Management
New York
$255K -$60.6K -379 -20%
FTC
785
Farmers Trust Company
Ohio
$255K -$3.2K -20 -1%
MC
786
Moors & Cabot
Massachusetts
$253K +$232K +1,454 New
FWCM
787
First Western Capital Management
California
$253K +$234K +1,463 New
DIM
788
DC Investments Management
Virginia
$252K -$215K -1,346 -48%
TLP
789
Trinity Legacy Partners
Texas
$250K +$225K +1,405 New
TFA
790
Transamerica Financial Advisors
Florida
$247K +$228K +1,425 New
VHAM
791
Van Hulzen Asset Management
California
$247K +$228K +1,425 New
SWA
792
Sutton Wealth Advisors
Florida
$246K
IFG
793
Independent Financial Group
California
$245K +$226K +1,412 New
RIA
794
Realta Investment Advisors
Delaware
$244K +$225K +1,408 New
PMG
795
ProVise Management Group
Florida
$243K +$224K +1,400 New
WAM
796
Wallington Asset Management
Indiana
$243K +$224K +1,400 New
SIM
797
Stratos Investment Management
Ohio
$241K -$45.5K -285 -17%
SC
798
Slow Capital
California
$241K +$222K +1,389 New
WPP
799
Whalerock Point Partners
Rhode Island
$238K +$219K +1,372 New
PWLP
800
Prio Wealth Limited Partnership
Massachusetts
$237K -$113K -707 -34%

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.