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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
GEA
1026
Glen Eagle Advisors
New Jersey
$120K
APA
1027
American Portfolios Advisors
New York
$119K -$44K -196 -27%
PWPS
1028
Pinnacle Wealth Planning Services
Ohio
$119K +$118K +524 New
ARMC
1029
American Research & Management Company
Massachusetts
$114K +$109K +485 +3,233%
CFA
1030
Carroll Financial Associates
North Carolina
$113K -$225 -1 -0.2%
EWM
1031
Edge Wealth Management
New York
$113K
MRCM
1032
M&R Capital Management
New Jersey
$113K
T
1033
TOBAM
France
$113K
M
1034
MOTCO
Texas
$109K
PWA
1035
Phoenix Wealth Advisors
North Carolina
$107K +$106K +471 New
CAAS
1036
Capital Asset Advisory Services
Michigan
$104K +$103K +460 New
VRM
1037
Vectors Research Management
New York
$102K +$33.7K +150 +50%
BC
1038
Bartlett & Co
Ohio
$95K +$3.82K +17 +4%
BCWM
1039
Bartlett & Co Wealth Management
Ohio
$94.7K +$3.82K +17 +4%
EIP
1040
Ellis Investment Partners
Pennsylvania
$93K
RMC
1041
Resources Management Corp
Connecticut
$91K -$1.8K -8 -2%
FMTCOCP
1042
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$91K
SIC
1043
Salem Investment Counselors
North Carolina
$91K
FCA
1044
FinTrust Capital Advisors
South Carolina
$87K
TWA
1045
TCI Wealth Advisors
Arizona
$84K
EDRH
1046
Edmond de Rothschild Holding
Switzerland
$83K +$82K +365 New
NCM
1047
New Capital Management
Texas
$81K
SCM
1048
Silvant Capital Management
Georgia
$80K
LWANC
1049
Laurel Wealth Advisors (North Carolina)
North Carolina
$75K
BCA
1050
Berman Capital Advisors
Georgia
$74K +$11.9K +53 +19%

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.