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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
FTC
826
Farmers Trust Company
Ohio
$289K -$19.9K -100 -7%
PWLP
827
Prio Wealth Limited Partnership
Massachusetts
$288K
DAS
828
Dynamic Advisor Solutions
Arizona
$285K -$28.5K -143 -10%
JFA
829
Johanson Financial Advisors
California
$285K +$7.97K +40 +3%
OIA
830
Optimum Investment Advisors
Illinois
$285K +$9.96K +50 +4%
HH
831
Hilltop Holdings
Texas
$284K +$269K +1,348 New
IAIM
832
International Assets Investment Management
Florida
$283K +$12.9K +65 +5%
ATC
833
Argent Trust Co
Tennessee
$282K +$5.98K +30 +2%
OIA
834
OneDigital Investment Advisors
Kansas
$281K -$70.3K -353 -21%
BBA
835
BLB&B Advisors
Pennsylvania
$279K +$9.96K +50 +4%
PWAP
836
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$279K +$12.2K +61 +5%
CCM
837
Compton Capital Management
Rhode Island
$275K -$39.8K -200 -13%
EGA
838
E&G Advisors
Texas
$275K
LC
839
Lavaca Capital
Texas
$275K +$259K +1,300 New
FNT
840
First Nebraska Trust
Nebraska
$273K
QCIG
841
Quad-Cities Investment Group
Iowa
$271K +$598 +3 +0.2%
SS
842
Simplicity Solutions
Minnesota
$271K +$14.1K +71 +6%
SF
843
Synovus Financial
Georgia
$270K -$12.4K -62 -5%
AA
844
Ancora Advisors
Ohio
$269K
AWM
845
Atticus Wealth Management
Florida
$267K
CWM
846
Circle Wealth Management
New Jersey
$266K -$9.76K -49 -4%
DBIA
847
Dumont & Blake Investment Advisors
New Jersey
$266K +$9.16K +46 +4%
Bank Julius Baer & Co
848
Bank Julius Baer & Co
Switzerland
$266K +$21.9K +110 +10%
FCI
849
Financial Counselors Inc
Kansas
$265K +$5.18K +26 +2%
TAM
850
Townsend Asset Management
North Carolina
$264K

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.