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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
YAL
1051
Your Advocates Ltd
Texas
$6K
AA
1052
Advisory Alpha
Michigan
$6K +$5.58K +28 New
RWML
1053
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$5.49K +$996 +5 +24%
LFG
1054
LifePlan Financial Group
Ohio
$5K
SL
1055
Savior LLC
Massachusetts
$5K
SC
1056
Skylands Capital
Wisconsin
$5K
GFPC
1057
Global Financial Private Client
Florida
$4.14K
EWA
1058
Evolution Wealth Advisors
Florida
$4K
WCG
1059
Weaver Consulting Group
California
$4K
ARMC
1060
American Research & Management Company
Massachusetts
$3K
PWMG
1061
Prestige Wealth Management Group
New Jersey
$3K
BWM
1062
BNC Wealth Management
Oregon
$3K +$2.99K +15 New
JWM
1063
Janiczek Wealth Management
Colorado
$3K +$2.99K +15 New
ECM
1064
Estabrook Capital Management
New York
$2.96K +$398 +2 +17%
TFA
1065
Transamerica Financial Advisors
Florida
$2K -$283K -1,420 -100%
HR
1066
Howe & Rusling
New York
$2K -$398 -2 -17%
RIM
1067
Rockbridge Investment Management
New York
$2K
PFA
1068
Professional Financial Advisors
Nebraska
$2K +$1.4K +7 New
FEG
1069
Financial Enhancement Group
Indiana
$2K +$1.99K +10 New
SXL
1070
Summit X LLC
Missouri
$1.06K +$79.9K +401 New
CHA
1071
Carmichael Hill & Associates
Maryland
$1K
PFO
1072
Pathstone Family Office
New Jersey
$1K
RG
1073
Retirement Group
California
$1K
PCS
1074
Personal CFO Solutions
New Jersey
$1K +$93.8K +471 +18%
Koshinski Asset Management
1075
Koshinski Asset Management
Illinois
$329 -$15.3K -77 -5%

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.