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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
AWM
1001
Apollon Wealth Management
South Carolina
$2K +$2.08K +13 New
PFO
1002
Pathstone Family Office
New Jersey
$1K -$4.79K -30 -86%
EI
1003
Ellevest Inc
New York
$1K -$3.04K -19 -79%
CHA
1004
Carmichael Hill & Associates
Maryland
$1K -$1.12K -7 -50%
CWC
1005
Carolinas Wealth Consulting
North Carolina
$1K +$959 +6 New
RG
1006
Retirement Group
California
$1K +$959 +6 New
RIM
1007
Rockbridge Investment Management
New York
$1K +$1.28K +8 New
WIM
1008
Westside Investment Management
California
$22 -$79.9K -500 -79%
Capital World Investors
1009
Capital World Investors
California
-$108M -800,625 Closed
LCG
1010
Luxor Capital Group
New York
-$6.96M -51,400 Closed
Nomura Holdings
1011
Nomura Holdings
Japan
-$6.2M -45,881 Closed
Squarepoint
1012
Squarepoint
New York
-$5.67M -41,865 Closed
LNB
1013
Ledyard National Bank
-$4.13M -30,512 Closed
KCM
1014
Kornitzer Capital Management
Kansas
-$2.88M -21,265 Closed
CM
1015
Capula Management
Cayman Islands
-$2.3M -14,390 Closed
EF
1016
Empowered Funds
Pennsylvania
-$2.51M -14,047 Closed
VCM
1017
Violich Capital Management
California
-$1.62M -12,000 Closed
Wolverine Trading
1018
Wolverine Trading
Illinois
-$1.9M -11,881 Closed
TAF
1019
Tredje AP-fonden
Sweden
-$1.48M -10,931 Closed
JG
1020
Jefferies Group
New York
-$1.4M -10,343 Closed
TAL
1021
TIG Advisors LLC
New York
-$1.31M -9,655 Closed
MERSOM
1022
Municipal Employees' Retirement System of Michigan
Michigan
-$1.3M -9,620 Closed
WAM
1023
Weiss Asset Management
Massachusetts
-$1.17M -8,633 Closed
Simplex Trading
1024
Simplex Trading
Illinois
-$1.23M -7,716 Closed
MAFM
1025
Mid Atlantic Financial Management
Pennsylvania
-$1.03M -7,638 Closed

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.