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1,174 hedge funds and large institutions have $27.7B invested in Cummins in 2020 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 420 increasing their positions, 400 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

172% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 64

9% more funds holding

Funds holding: 1,0771,174 (+97)

7% more capital invested

Capital invested by funds: $25.8B → $27.7B (+$1.9B)

5% more repeat investments, than reductions

Existing positions increased: 420 | Existing positions reduced: 400

0.52% less ownership

Funds ownership: 82.8%82.28% (-0.52%)

37% less call options, than puts

Call options by funds: $194M | Put options by funds: $307M

44% less funds holding in top 10

Funds holding in top 10: 2514 (-11)

Holders
1,174
Holders Change
+97
Holders Change %
+9.01%
% of All Funds
20.77%
Holding in Top 10
14
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-44%
% of All Funds
0.25%
New
174
Increased
420
Reduced
400
Closed
64
Calls
$194M
Puts
$307M
Net Calls
-$113M
Net Calls Change
-$71.7M
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
801
Kistler-Tiffany Companies
Pennsylvania
$399K +$225 +1 +0.1%
CCM
802
Chilton Capital Management
Texas
$397K
MG
803
Mather Group
Illinois
$395K -$6.29K -28 -2%
EWM
804
Evermay Wealth Management
Virginia
$393K -$96.6K -430 -20%
LWP
805
Legacy Wealth Planning
Nevada
$392K
CAM
806
Cypress Asset Management
Texas
$392K +$387K +1,725 New
SWM
807
SVA Wealth Management
Wisconsin
$391K +$386K +1,720 New
Fidelity International
808
Fidelity International
Bermuda
$389K -$115M -513,425 -100%
SSWG
809
Seven Springs Wealth Group
Tennessee
$389K -$26.9K -120 -7%
JIC
810
Joel Isaacson & Co
New York
$389K
VAG
811
VisionPoint Advisory Group
Texas
$387K -$2.51M -11,190 -87%
TLP
812
Trinity Legacy Partners
Texas
$387K +$32.8K +146 +9%
IAS
813
Investment Advisory Services
Texas
$385K
Two Sigma Investments
814
Two Sigma Investments
New York
$384K +$380K +1,692 New
Koshinski Asset Management
815
Koshinski Asset Management
Illinois
$383K +$45.6K +203 +14%
KLCM
816
KG&L Capital Management
Louisiana
$382K -$36.4K -162 -9%
SYBT
817
Stock Yards Bank & Trust
Kentucky
$381K -$132K -590 -26%
TC
818
TownSquare Capital
Utah
$380K
CRCM
819
Corbett Road Capital Management
Virginia
$379K -$27.2K -121 -7%
DWM
820
Doyle Wealth Management
Florida
$379K
WG
821
Winton Group
United Kingdom
$375K -$3.32M -14,766 -90%
GHA
822
GW Henssler & Associates
Georgia
$366K +$4.94K +22 +1%
SIM
823
Sonora Investment Management
Arizona
$366K +$314K +1,400 +664%
Rafferty Asset Management
824
Rafferty Asset Management
New York
$364K +$18.9K +84 +6%
CCM
825
Crossvault Capital Management
Texas
$363K

CMI Hedge Fund Activity: Q4 2020 in Review

1,174 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q4 2020, worth a combined $27.7B — up 7.4% from $25.8B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new CMI positions and 64 closed out — a net gain of 110 holders — while 420 added to existing stakes and 400 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $364M. The largest seller was American International Group, cutting an estimated $246M.

  • 1,174 institutional investors held Cummins (CMI) as of Q4 2020, up from 1,077 in Q3 2020.
  • Funds reported $27.7B of Cummins stock for Q4 2020, up 7.4% quarter-over-quarter.
  • 174 funds opened new Cummins positions in Q4 2020 and 64 closed out, a net change of +110 holders.
  • The largest Cummins buyer in Q4 2020 was Fidelity Investments, an estimated $364M added.
  • The largest Cummins seller in Q4 2020 was American International Group, an estimated $246M sold.

Based on aggregated 13F filings for Q4 2020.