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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
FT
801
Fiduciary Trust
Massachusetts
$296K -$880 -5 -0.3%
WDA
802
Wendell David Associates
New Hampshire
$295K
IIC
803
Ironwood Investment Counsel
Arizona
$294K +$11.8K +67 +4%
CC
804
ClearArc Capital
Ohio
$293K -$129K -734 -31%
ATIA
805
American Trust Investment Advisors
New Hampshire
$293K +$7.04K +40 +3%
EM
806
Excalibur Management
Massachusetts
$291K +$286K +1,625 New
MCM
807
Manchester Capital Management
Vermont
$289K
FCA
808
FinTrust Capital Advisors
South Carolina
$288K -$19.4K -110 -6%
MC
809
Moors & Cabot
Massachusetts
$287K +$7.74K +44 +3%
AIM
810
Axiom Investment Management
New York
$287K +$282K +1,600 New
FTC
811
Farmers Trust Company
Ohio
$284K -$65.8K -374 -19%
PAS
812
Park Avenue Securities
New York
$283K +$57.6K +327 +26%
CAS
813
Cascadia Advisory Services
Oregon
$283K +$279K +1,584 New
CCB
814
Cutter & Co Brokerage
Missouri
$282K -$62.1K -353 -18%
NP
815
NorthRock Partners
Minnesota
$280K -$348K -1,975 -56%
DAS
816
Dynamic Advisor Solutions
Arizona
$280K
BSW
817
Buckingham Strategic Wealth
Missouri
$279K +$5.63K +32 +2%
TA
818
Tiedemann Advisors
New York
$279K +$275K +1,564 New
BBA
819
BLB&B Advisors
Pennsylvania
$276K +$1.41K +8 +0.5%
FPB
820
First PREMIER Bank
South Dakota
$274K
HIC
821
Hartline Investment Corp
Illinois
$273K
SC
822
Savant Capital
Illinois
$273K
FHB
823
First Hawaiian Bank
Hawaii
$271K -$274K -1,556 -51%
MSAM
824
Moloney Securities Asset Management
Missouri
$271K +$3.17K +18 +1%
APP
825
Avantax Planning Partners
Iowa
$270K -$1.06K -6 -0.4%

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.