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1,010 hedge funds and large institutions have $21.6B invested in Cummins in 2020 Q2 according to their latest regulatory filings, with 130 funds opening new positions, 307 increasing their positions, 421 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more funds holding in top 10

Funds holding in top 10: 513 (+8)

59% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 82

32% more capital invested

Capital invested by funds: $16.3B → $21.6B (+$5.26B)

4% more funds holding

Funds holding: 9701,010 (+40)

3.61% more ownership

Funds ownership: 80.89%84.5% (+3.6%)

1% less call options, than puts

Call options by funds: $268M | Put options by funds: $270M

27% less repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 421

Holders
1,010
Holders Change
+40
Holders Change %
+4.12%
% of All Funds
20.71%
Holding in Top 10
13
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+160%
% of All Funds
0.27%
New
130
Increased
307
Reduced
421
Closed
82
Calls
$268M
Puts
$270M
Net Calls
-$1.54M
Net Calls Change
+$38.9M
Name Holding Trade Value Shares
Change
Change in
Stake
VLKIM
951
Van Lanschot Kempen Investment Management
Netherlands
$19K -$24.6K -154 -58%
JFA
952
JNBA Financial Advisors
Minnesota
$19K
AWA
953
Arkadios Wealth Advisors
Georgia
$18K -$3.2K -20 -17%
EWM
954
Endurance Wealth Management
Rhode Island
$17K
GWMIA
955
Global Wealth Management Investment Advisory
Florida
$17K
HWA
956
HHM Wealth Advisors
Tennessee
$17K
RCA
957
Reitz Capital Advisors
Michigan
$17K +$16K +100 New
WPA
958
West Paces Advisors
Georgia
$16.6K
SLF
959
Sun Life Financial
Ontario, Canada
$16K
AJ
960
Ashburton (Jersey)
Jersey
$15K -$27.2K -170 -66%
PGAM
961
Princeton Global Asset Management
New Jersey
$15K
RFA
962
Reilly Financial Advisors
California
$15K
TL
963
TrueWealth LLC
Georgia
$15K
CCM
964
Cribstone Capital Management
Maine
$14K
SPIA
965
Steward Partners Investment Advisory
New York
$13K -$28.1K -176 -71%
WAS
966
Winch Advisory Services
Wisconsin
$13K
TWA
967
TCI Wealth Advisors
Arizona
$12K
CAL
968
Capital Advisors Ltd
Ohio
$11K
EW
969
Evoke Wealth
California
$11K +$479 +3 +5%
AW
970
Avion Wealth
Texas
$10K
ME
971
McIlrath & Eck
Washington
$10K
LWM
972
Liberty Wealth Management
California
$10K +$6.55K +41 +146%
DSC
973
Duncker Streett & Co
Missouri
$9K
CWM
974
Campbell Wealth Management
Virginia
$8K +$7.35K +46 New
HI
975
Hoey Investments
Pennsylvania
$7K -$9.59K -60 -60%

CMI Hedge Fund Activity: Q2 2020 in Review

1,010 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2020, worth a combined $21.6B — up 32% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new CMI positions and 82 closed out — a net gain of 48 holders — while 307 added to existing stakes and 421 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $506M. The largest seller was American Century Companies, cutting an estimated $109M.

  • 1,010 institutional investors held Cummins (CMI) as of Q2 2020, up from 970 in Q1 2020.
  • Funds reported $21.6B of Cummins stock for Q2 2020, up 32% quarter-over-quarter.
  • 130 funds opened new Cummins positions in Q2 2020 and 82 closed out, a net change of +48 holders.
  • The largest Cummins buyer in Q2 2020 was T. Rowe Price Associates, an estimated $506M added.
  • The largest Cummins seller in Q2 2020 was American Century Companies, an estimated $109M sold.

Based on aggregated 13F filings for Q2 2020.