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1,077 hedge funds and large institutions have $25.8B invested in Cummins in 2020 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 351 increasing their positions, 435 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 61

92% more funds holding in top 10

Funds holding in top 10: 1325 (+12)

19% more capital invested

Capital invested by funds: $21.6B → $25.8B (+$4.19B)

7% more funds holding

Funds holding: 1,0111,077 (+66)

1.7% less ownership

Funds ownership: 84.5%82.8% (-1.7%)

14% less call options, than puts

Call options by funds: $255M | Put options by funds: $296M

19% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 435

Holders
1,077
Holders Change
+66
Holders Change %
+6.53%
% of All Funds
21.73%
Holding in Top 10
25
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+92.31%
% of All Funds
0.5%
New
135
Increased
351
Reduced
435
Closed
61
Calls
$255M
Puts
$296M
Net Calls
-$41.5M
Net Calls Change
-$40M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1026
Reilly Financial Advisors
California
$19K
CCM
1027
Cribstone Capital Management
Maine
$17K
WAS
1028
Winch Advisory Services
Wisconsin
$16K +$199 +1 +1%
AJ
1029
Ashburton (Jersey)
Jersey
$15K
CWC
1030
Carolinas Wealth Consulting
North Carolina
$15K +$12.8K +64 +1,067%
CAL
1031
Capital Advisors Ltd
Ohio
$14K
GWS
1032
Glassman Wealth Services
Virginia
$13K -$138K -695 -92%
ME
1033
McIlrath & Eck
Washington
$12K
SIS
1034
Sound Income Strategies
Florida
$12K +$5.18K +26 +79%
NSB
1035
Norway Savings Bank
Maine
$11K -$29.9K -150 -75%
EW
1036
Evoke Wealth
California
$11K -$2.39K -12 -19%
DSC
1037
Duncker Streett & Co
Missouri
$11K
LWM
1038
Liberty Wealth Management
California
$10K -$4.38K -22 -32%
AWM
1039
Adams Wealth Management
Utah
$10K +$9.56K +48 New
HCP
1040
Hexagon Capital Partners
Arkansas
$9K +$7.97K +40 New
CA
1041
Crewe Advisors
Utah
$9K +$8.17K +41 New
MHR
1042
Matthew Hamilton Rosenberg
$8K
OC
1043
Oakworth Capital
Alabama
$8K
CA
1044
Centerpoint Advisors
Massachusetts
$8K +$1.4K +7 +21%
AF
1045
Allworth Financial
California
$7K
LFG
1046
Larson Financial Group
Missouri
$7K +$199 +1 +3%
AW
1047
Avion Wealth
Texas
$6K -$5.78K -29 -50%
NIM
1048
NuWave Investment Management
New Jersey
$6K -$1.99K -10 -25%
RA
1049
Rational Advisors
New York
$6K -$1.99K -10 -25%
CWA
1050
Carolina Wealth Advisors
South Carolina
$6K

CMI Hedge Fund Activity: Q3 2020 in Review

1,077 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q3 2020, worth a combined $25.8B — up 19% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new CMI positions and 61 closed out — a net gain of 74 holders — while 351 added to existing stakes and 435 trimmed.

The largest buyer was Franklin Resources, adding an estimated $339M. The largest seller was Credit Suisse, cutting an estimated $269M.

  • 1,077 institutional investors held Cummins (CMI) as of Q3 2020, up from 1,011 in Q2 2020.
  • Funds reported $25.8B of Cummins stock for Q3 2020, up 19% quarter-over-quarter.
  • 135 funds opened new Cummins positions in Q3 2020 and 61 closed out, a net change of +74 holders.
  • The largest Cummins buyer in Q3 2020 was Franklin Resources, an estimated $339M added.
  • The largest Cummins seller in Q3 2020 was Credit Suisse, an estimated $269M sold.

Based on aggregated 13F filings for Q3 2020.