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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
DAC
1001
Dividend Assets Capital
South Carolina
$171K +$169K +753 New
BCM
1002
Bourgeon Capital Management
Connecticut
$170K
SFSIG
1003
San Francisco Sentry Investment Group
California
$170K +$69.6K +310 +70%
ST
1004
Smithfield Trust
Pennsylvania
$168K +$11.2K +50 +7%
SPIA
1005
Steward Partners Investment Advisory
New York
$168K +$108K +481 +186%
CCA
1006
Column Capital Advisors
Indiana
$166K
KPCM
1007
Kings Point Capital Management
New York
$163K +$4.04K +18 +3%
CMBA
1008
C.M. Bidwell & Associates
Hawaii
$161K -$21.3K -95 -12%
ONST
1009
Old North State Trust
North Carolina
$160K -$35.7K -159 -18%
PFBT
1010
Parkside Financial Bank & Trust
Missouri
$160K +$32.3K +144 +26%
NIM
1011
NuWave Investment Management
New Jersey
$152K +$144K +640 +2,133%
FF
1012
FourThought Financial
Florida
$147K +$146K +651 New
Walleye Trading
1013
Walleye Trading
New York
$143K +$141K +629 New
FTDI
1014
First Trust Direct Indexing
Massachusetts
$139K +$138K +613 New
IBOK
1015
Independence Bank of Kentucky
Kentucky
$135K -$7.86K -35 -6%
Simplex Trading
1016
Simplex Trading
Illinois
$134K -$1.52M -6,785 -92%
M
1017
Mirova
France
$130K +$129K +575 New
WTC
1018
WhitTier Trust Company
Nevada
$127K
WWM
1019
Wolff Wiese Magana
California
$127K +$126K +562 New
KCM
1020
Kathmere Capital Management
Pennsylvania
$126K
VNA
1021
Valley National Advisers
Pennsylvania
$123K -$828K -3,686 -87%
PB
1022
Pinnacle Bancorp
Nebraska
$122K
SQA
1023
Simon Quick Advisors
New Jersey
$121K -$18.9K -84 -14%
MF
1024
Manchester Financial
California
$121K
MA
1025
MCF Advisors
Kentucky
$121K

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.