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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
ECM
901
Evergreen Capital Management
Washington
$278K -$1.35K -6 -0.5%
KMC
902
Kirr Marbach & Co
Indiana
$277K
MYIA
903
Mount Yale Investment Advisors
Colorado
$275K -$54.6K -243 -17%
PWAP
904
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$273K -$27.4K -122 -9%
CCP
905
Cardan Capital Partners
Colorado
$273K
FAM
906
Fenimore Asset Management
New York
$273K
QT
907
Quantamental Technologies
New York
$273K +$270K +1,201 New
AIC
908
Ameritas Investment Company
Nebraska
$273K +$270K +1,202 New
WBG
909
Wharton Business Group
Pennsylvania
$272K +$35.9K +160 +15%
OIA
910
Optimum Investment Advisors
Illinois
$267K -$39.7K -177 -13%
SAM
911
S.A. Mason
Michigan
$267K
PLFAM
912
Pineno Levin & Ford Asset Management
Virginia
$265K
SMH
913
Sanders Morris Harris
Texas
$264K
MOS
914
MGO One Seven
Ohio
$262K -$14.1K -63 -5%
WFMPM
915
Woodley Farra Manion Portfolio Management
Indiana
$261K +$11.2K +50 +5%
CDH
916
Charles D. Hyman
$260K
TAM
917
Townsend Asset Management
North Carolina
$259K -$24.7K -110 -9%
ACP
918
Aviance Capital Partners
Florida
$258K -$15.5K -69 -6%
QCG
919
Quadrant Capital Group
Ohio
$257K +$85.8K +382 +51%
LWAC
920
Laurel Wealth Advisors (California)
California
$256K
SBH
921
Segall Bryant & Hamill
Illinois
$255K
MFA
922
Mayflower Financial Advisors
Massachusetts
$254K +$251K +1,117 New
SGA
923
Strategic Global Advisors
California
$253K
PCMC
924
Paragon Capital Management (Colorado)
Colorado
$250K +$225 +1 +0.1%
CWS
925
Cypress Wealth Services
California
$247K +$244K +1,088 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.