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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
ACG
951
Allen Capital Group
Nebraska
$228K
EAM
952
Eagle Asset Management
Florida
$228K +$226K +1,005 New
CCM
953
Compton Capital Management
Rhode Island
$227K -$67.4K -300 -23%
CA
954
Cortland Associates
Missouri
$227K
HCM
955
Howland Capital Management
Massachusetts
$227K
PHS
956
Pekin Hardy Strauss
Illinois
$227K
LOPW
957
Live Oak Private Wealth
North Carolina
$227K +$225K +1,000 New
SFG
958
SageGuard Financial Group
Tennessee
$227K +$225K +1,000 New
MMHP
959
Murphy Middleton Hinkle & Parker
Georgia
$226K -$14.4K -64 -6%
ATC
960
Adirondack Trust Company
New York
$226K +$4.49K +20 +2%
HCM
961
Hollencrest Capital Management
California
$224K
SIM
962
SSI Investment Management
California
$223K
CLOS
963
Compagnie Lombard Odier SCmA
Switzerland
$222K +$121K +541 +124%
LPT
964
Legacy Private Trust
Wisconsin
$221K
MWM
965
Mattern Wealth Management
Kansas
$221K +$219K +975 New
OIA
966
OneDigital Investment Advisors
Kansas
$220K -$80.8K -360 -27%
ZB
967
Zions Bancorporation
Utah
$220K -$2.47K -11 -1%
HT
968
Heritage Trust
Oklahoma
$220K +$218K +971 New
MIM
969
Marco Investment Management
Georgia
$218K -$225 -1 -0.1%
LSAG
970
Lake Street Advisors Group
New Hampshire
$217K +$215K +958 New
CPA
971
Court Place Advisors
Maryland
$216K
KWM
972
Keebeck Wealth Management
Illinois
$216K
CNC
973
Citizens & Northern Corp
Pennsylvania
$215K +$212K +946 New
RMCM
974
Reynders McVeigh Capital Management
Massachusetts
$215K +$212K +946 New
WKWM
975
Walter & Keenan Wealth Management
Indiana
$213K -$561K -2,500 -73%

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.