We are live on ! Find out more

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
CCB
801
Cutter & Co Brokerage
Missouri
$237K -$75K -469 -25%
CAM
802
Cresset Asset Management
Illinois
$237K +$219K +1,368 New
RIG
803
Roosevelt Investment Group
New York
$236K -$438K -2,743 -67%
FHC
804
First Heartland Consultants
Missouri
$235K +$217K +1,359 New
AIM
805
Anchor Investment Management
South Carolina
$235K -$10.4K -65 -5%
SF
806
Synovus Financial
Georgia
$233K -$805K -5,035 -79%
MIA
807
MainStreet Investment Advisors
Illinois
$233K +$214K +1,340 New
VNIM
808
Vaughan Nelson Investment Management
Texas
$230K -$204K -1,275 -49%
DWT
809
Dorsey & Whitney Trust
South Dakota
$229K +$211K +1,319 New
Rafferty Asset Management
810
Rafferty Asset Management
New York
$229K +$211K +1,320 New
EH
811
Equitable Holdings
New York
$229K +$211K +1,323 New
CWM
812
Circle Wealth Management
New Jersey
$227K -$87.4K -547 -29%
OIA
813
Optimum Investment Advisors
Illinois
$226K -$95.9K -600 -32%
ATC
814
Argent Trust Co
Tennessee
$226K -$61.7K -386 -23%
EGA
815
E&G Advisors
Texas
$225K +$208K +1,300 New
FNT
816
First Nebraska Trust
Nebraska
$224K +$207K +1,295 New
FMT
817
First Mercantile Trust
Tennessee
$223K -$12.9K -81 -6%
QCIG
818
Quad-Cities Investment Group
Iowa
$222K +$204K +1,279 New
AA
819
Ancora Advisors
Ohio
$221K
BBA
820
BLB&B Advisors
Pennsylvania
$221K +$203K +1,273 New
Luther King Capital Management (LKCM)
821
Luther King Capital Management (LKCM)
Texas
$221K +$204K +1,275 New
IAIM
822
International Assets Investment Management
Florida
$221K +$204K +1,276 New
JFA
823
Johanson Financial Advisors
California
$220K +$202K +1,267 New
AWM
824
Atticus Wealth Management
Florida
$219K -$184K -1,150 -48%
PWAP
825
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$219K +$202K +1,262 New

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.