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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
FPB
851
First PREMIER Bank
South Dakota
$335K -$12.8K -57 -4%
VHAM
852
Van Hulzen Asset Management
California
$335K +$11.2K +50 +4%
SFO
853
Standard Family Office
South Dakota
$335K +$331K +1,475 New
AAM
854
Autus Asset Management
Arizona
$331K -$308K -1,370 -48%
WIS
855
Wright Investors Service
Connecticut
$331K -$113K -504 -26%
CB
856
Cadence Bank
Mississippi
$331K
WW
857
Waterfront Wealth
Kansas
$331K +$327K +1,457 New
ECM
858
EagleClaw Capital Management
Massachusetts
$330K
CCB
859
Cutter & Co Brokerage
Missouri
$328K +$2.47K +11 +0.8%
CAM
860
Cresset Asset Management
Illinois
$327K +$13.5K +60 +4%
IFG
861
Independent Financial Group
California
$327K
SWA
862
Sutton Wealth Advisors
Florida
$324K +$1.12K +5 +0.4%
PMG
863
ProVise Management Group
Florida
$323K +$4.72K +21 +2%
MCM
864
Murphy Capital Management
New Jersey
$323K +$320K +1,425 New
LNC
865
Lincoln National Corp
Pennsylvania
$322K -$60.2K -268 -16%
BDF
866
Balasa Dinverno & Foltz
$322K +$58.2K +259 +22%
SSB
867
Sandy Spring Bank
Maryland
$318K -$2.25K -10 -0.7%
WAM
868
Wallington Asset Management
Indiana
$318K
TC
869
TwinBeech Capital
New York
$317K +$313K +1,395 New
ICP
870
Interchange Capital Partners
Pennsylvania
$316K +$313K +1,394 New
VVP
871
Venture Visionary Partners
Ohio
$316K +$313K +1,394 New
CFD
872
Creative Financial Designs
Indiana
$314K
BBA
873
BLB&B Advisors
Pennsylvania
$312K +$11.2K +50 +4%
Jones Financial Companies
874
Jones Financial Companies
Missouri
$312K +$71.6K +319 +30%
WPP
875
Whalerock Point Partners
Rhode Island
$312K +$243K +1,082 +373%

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.