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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
HGWM
826
Horst & Graben Wealth Management
Oregon
$363K
EM
827
Excalibur Management
Massachusetts
$362K
RE
828
RBC Europe
United Kingdom
$361K -$32.8K -146 -8%
NHC
829
Nicholas Hoffman & Company
Georgia
$358K +$449 +2 +0.1%
HH
830
Hilltop Holdings
Texas
$357K +$50.8K +226 +17%
BSW
831
Buckingham Strategic Wealth
Missouri
$357K +$106K +471 +43%
SC
832
Samlyn Capital
New York
$356K -$32.6M -145,110 -99%
RCA
833
Rowland Carmichael Advisors
Arizona
$356K -$1.57K -7 -0.4%
MA
834
Mutual Advisors
Nebraska
$355K -$5.61K -25 -2%
AIL
835
AGF Investments LLC
Ontario, Canada
$354K +$449 +2 +0.1%
FMT
836
First Mercantile Trust
Tennessee
$354K +$350K +1,557 New
NFG
837
Next Financial Group
Texas
$352K -$387K -1,724 -53%
BCP
838
Blue Chip Partners
Michigan
$351K
IP
839
Investment Partners
Ohio
$351K +$347K +1,545 New
SF
840
Synovus Financial
Georgia
$348K +$56.4K +251 +20%
TVAMP
841
Tennessee Valley Asset Management Partners
Tennessee
$345K +$341K +1,520 New
ATIA
842
American Trust Investment Advisors
New Hampshire
$342K -$1.12K -5 -0.3%
SIM
843
Stratos Investment Management
Ohio
$342K +$18K +80 +6%
ACM
844
Alethea Capital Management
Washington
$341K -$112K -500 -25%
AB
845
Atlas Brown
Kentucky
$341K
PAM
846
Paradigm Asset Management
New York
$341K -$943K -4,200 -74%
GT
847
Glenview Trust
Kentucky
$339K
CGL
848
Clarius Group LLC
Washington
$337K +$5.84K +26 +2%
DAS
849
Dynamic Advisor Solutions
Arizona
$337K +$30.3K +135 +10%
AAS
850
Avantax Advisory Services
Texas
$335K -$1.04M -4,644 -76%

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.