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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
FTC
876
Farmers Trust Company
Ohio
$311K
PWLP
877
Prio Wealth Limited Partnership
Massachusetts
$310K
FPCG
878
Fort Pitt Capital Group
Pennsylvania
$306K -$147K -654 -33%
HIA
879
Harbor Investment Advisory
Maryland
$304K +$34.4K +153 +13%
AHC
880
Adell Harriman & Carpenter
Texas
$303K +$300K +1,335 New
ATC
881
Argent Trust Co
Tennessee
$303K
MMG
882
Monetary Management Group
Missouri
$303K +$30.3K +135 +11%
JFA
883
Johanson Financial Advisors
California
$299K +$1.8K +8 +0.6%
SS
884
Simplicity Solutions
Minnesota
$297K +$5.17K +23 +2%
AA
885
Ancora Advisors
Ohio
$297K +$7.63K +34 +3%
EGA
886
E&G Advisors
Texas
$295K
DWT
887
Dorsey & Whitney Trust
South Dakota
$295K +$12.6K +56 +4%
FNT
888
First Nebraska Trust
Nebraska
$294K
QCIG
889
Quad-Cities Investment Group
Iowa
$292K +$449 +2 +0.2%
DBIA
890
Dumont & Blake Investment Advisors
New Jersey
$290K +$3.37K +15 +1%
VCM
891
Vigilant Capital Management
Maine
$289K +$225K +1,000 +365%
EWA
892
EP Wealth Advisors
California
$288K -$64.9K -289 -19%
AWM
893
Atticus Wealth Management
Florida
$287K
EH
894
Equitable Holdings
New York
$287K +$10.1K +45 +4%
WS
895
Wedbush Securities
California
$286K +$4.49K +20 +2%
MSAM
896
Moloney Securities Asset Management
Missouri
$285K +$22.5K +100 +9%
AA
897
ALPS Advisors
Colorado
$283K -$19.8M -88,254 -99%
TCOT
898
Trust Company of Toledo
Ohio
$282K -$225 -1 -0.1%
BPM
899
Bowling Portfolio Management
Ohio
$281K -$48.5K -216 -15%
FCA
900
FLC Capital Advisors
California
$281K +$278K +1,238 New

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.