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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
OC
976
Oakworth Capital
Alabama
$7K
NIM
977
NuWave Investment Management
New Jersey
$7K +$6.39K +40 New
RA
978
Rational Advisors
New York
$7K +$6.39K +40 New
AF
979
Allworth Financial
California
$6K
LFG
980
Larson Financial Group
Missouri
$6K
SIS
981
Sound Income Strategies
Florida
$6K
CA
982
Centerpoint Advisors
Massachusetts
$6K +$5.27K +33 New
AAIM
983
Asset Advisors Investment Management
Georgia
$6K +$5.59K +35 New
MHR
984
Matthew Hamilton Rosenberg
$6K +$5.91K +37 New
CWA
985
Carolina Wealth Advisors
South Carolina
$5K
SWM
986
Selective Wealth Management
Virginia
$5K
YAL
987
Your Advocates Ltd
Texas
$5K
SL
988
Savior LLC
Massachusetts
$4K -$3.2K -20 -48%
LFG
989
LifePlan Financial Group
Ohio
$4K
SC
990
Skylands Capital
Wisconsin
$4K
WCG
991
Weaver Consulting Group
California
$4K
EWA
992
Evolution Wealth Advisors
Florida
$4K +$3.36K +21 New
GFPC
993
Global Financial Private Client
Florida
$3.42K
PWMG
994
Prestige Wealth Management Group
New Jersey
$3K
ARMC
995
American Research & Management Company
Massachusetts
$3K +$2.4K +15 New
FCH
996
Freestone Capital Holdings
Washington
$2.75K +$1.02M +6,363 +67%
ECM
997
Estabrook Capital Management
New York
$2.08K +$320 +2 +20%
Kayne Anderson Rudnick Investment Management
998
Kayne Anderson Rudnick Investment Management
California
$2K -$91.3K -571 -98%
HR
999
Howe & Rusling
New York
$2K -$5.27K -33 -73%
CCM
1000
Copeland Capital Management
Pennsylvania
$2K

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.