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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
ATIA
801
American Trust Investment Advisors
New Hampshire
$319K
AB
802
Atlas Brown
Kentucky
$317K
GT
803
Glenview Trust
Kentucky
$315K
Verition Fund Management
804
Verition Fund Management
Connecticut
$310K -$304K -1,526 -51%
Luther King Capital Management (LKCM)
805
Luther King Capital Management (LKCM)
Texas
$309K +$37.1K +186 +15%
CB
806
Cadence Bank
Mississippi
$308K -$39.8K -200 -12%
CGL
807
Clarius Group LLC
Washington
$308K -$8.96K -45 -3%
BPM
808
Bowling Portfolio Management
Ohio
$307K -$78.5K -394 -21%
MYIA
809
Mount Yale Investment Advisors
Colorado
$307K -$38.1K -191 -12%
FWCM
810
First Western Capital Management
California
$306K -$2.39K -12 -0.8%
ECM
811
EagleClaw Capital Management
Massachusetts
$306K +$49.8K +250 +21%
IFG
812
Independent Financial Group
California
$304K +$5.38K +27 +2%
CP
813
Camelot Portfolios
Ohio
$303K -$27.7K -139 -9%
CCB
814
Cutter & Co Brokerage
Missouri
$303K +$12.4K +62 +5%
VHAM
815
Van Hulzen Asset Management
California
$301K
SIM
816
Stratos Investment Management
Ohio
$301K +$6.57K +33 +2%
SWA
817
Sutton Wealth Advisors
Florida
$300K
FC
818
FORA Capital
Florida
$299K -$534K -2,679 -65%
SSB
819
Sandy Spring Bank
Maryland
$298K +$76.7K +385 +38%
SSG
820
Summit Securities Group
New York
$296K -$398K -2,000 -59%
PMG
821
ProVise Management Group
Florida
$296K
WAM
822
Wallington Asset Management
Indiana
$296K
CFD
823
Creative Financial Designs
Indiana
$292K +$138K +695 +101%
CAM
824
Cresset Asset Management
Illinois
$291K +$2.59K +13 +1%
WPP
825
Whalerock Point Partners
Rhode Island
$290K -$216K -1,082 -79%

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.