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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
KC
976
Knuff & Co
California
$211K
CTA
977
Chesley Taft & Associates
Illinois
$211K +$208K +927 New
RR
978
Robotti Robert
$211K +$209K +930 New
TC
979
Tatro Capital
Kentucky
$210K +$208K +926 New
CNC
980
Canandaigua National Corp
New York
$209K +$207K +920 New
WIC
981
Whitegate Investment Counselors
New Hampshire
$209K +$207K +920 New
BWAM
982
Boyd Watterson Asset Management
Ohio
$208K -$7.41K -33 -3%
AWA
983
Arkadios Wealth Advisors
Georgia
$208K +$184K +818 +818%
LFASL
984
Lugano Financial Advisors SA (LFA)
Switzerland
$207K
APP
985
Avantax Planning Partners
Iowa
$206K +$204K +907 New
OAM
986
Optimal Asset Management
California
$206K +$204K +908 New
ESCM
987
Echo Street Capital Management
New York
$204K +$202K +898 New
FI
988
FormulaFolio Investments
Michigan
$204K +$202K +898 New
MHIC
989
Marble Harbor Investment Counsel
Massachusetts
$204K +$202K +900 New
CF
990
Centaurus Financial
California
$203K +$19.1K +85 +10%
RIG
991
RiverFront Investment Group
Virginia
$202K +$200K +890 New
AIM
992
Anchor Investment Management
South Carolina
$193K -$89.8K -400 -32%
IRC
993
Investors Research Corp
Georgia
$192K
LB
994
Legacy Bridge
Iowa
$190K
GLLW
995
Graves Light Lenhart Wealth
Virginia
$189K +$187K +832 New
HI
996
Hudock Inc
Pennsylvania
$187K +$46K +205 +33%
MCM
997
Manchester Capital Management
Vermont
$186K
FWM
998
Focused Wealth Management
New York
$178K +$84.7K +377 +93%
WB
999
Webster Bank
Connecticut
$175K
FMP
1000
Financial Management Professionals
Texas
$171K -$1.12K -5 -0.7%

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.