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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
KCM
901
Kanawha Capital Management
Virginia
$214K +$202K +1,015 New
NNP
902
Nachman Norwood & Parrott
South Carolina
$213K +$201K +1,007 New
GP
903
Girard Partners
Pennsylvania
$211K -$134K -671 -40%
WCM
904
WealthBridge Capital Management
Ohio
$211K +$199K +999 New
CA
905
Cortland Associates
Missouri
$211K +$199K +1,000 New
HCM
906
Howland Capital Management
Massachusetts
$211K +$199K +1,000 New
PHS
907
Pekin Hardy Strauss
Illinois
$211K +$199K +1,001 New
SIM
908
SSI Investment Management
California
$209K +$196K +985 New
HCM
909
Hollencrest Capital Management
California
$209K +$197K +988 New
AIA
910
Affinity Investment Advisors
California
$209K +$197K +990 New
OR
911
Olympiad Research
Connecticut
$209K +$197K +990 New
SFG
912
StrategIQ Financial Group
Indiana
$209K +$197K +991 New
PCG
913
Private Capital Group
Connecticut
$208K -$17.1K -86 -8%
MPI
914
Mairs & Power Inc
Minnesota
$208K +$196K +983 New
ZB
915
Zions Bancorporation
Utah
$207K +$90K +452 +85%
LPT
916
Legacy Private Trust
Wisconsin
$206K +$194K +975 New
MIM
917
Marco Investment Management
Georgia
$203K +$191K +959 New
PFS
918
Prospera Financial Services
Texas
$202K -$132K -664 -41%
BIA
919
Bigelow Investment Advisors
Maine
$202K -$49.8K -250 -21%
KWM
920
Keebeck Wealth Management
Illinois
$201K
CPA
921
Court Place Advisors
Maryland
$201K +$190K +953 New
BWAM
922
Boyd Watterson Asset Management
Ohio
$200K +$189K +948 New
ATC
923
Adirondack Trust Company
New York
$199K
KC
924
Knuff & Co
California
$196K +$23.7K +119 +15%
FFA
925
Founders Financial Alliance
North Carolina
$195K +$175K +876 New

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.