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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
SWA
1076
SOA Wealth Advisors
New York
$41K +$38.2K +170 New
FFA
1077
Freedman Financial Associates
Massachusetts
$40K +$39.5K +176 New
VCG
1078
Vantage Consulting Group
Virginia
$40K +$40K +178 New
EFSCE
1079
Enterprise Financial Services Corp (EFSC)
Missouri
$39K -$16.4K -73 -30%
TFO
1080
Tarbox Family Office
California
$37K -$1.35K -6 -4%
CWC
1081
Carolinas Wealth Consulting
North Carolina
$37K +$21.3K +95 +136%
PWM
1082
Perigon Wealth Management
California
$37K +$36.2K +161 New
FHC
1083
First Horizon Corporation
Tennessee
$35K
LC
1084
Lindbrook Capital
California
$35K +$5.61K +25 +20%
HWA
1085
HHM Wealth Advisors
Tennessee
$34K
PAI
1086
Pittenger & Anderson Inc
Nebraska
$34K
RPWA
1087
Regent Peak Wealth Advisors
Georgia
$32K +$31.2K +139 New
TC
1088
Trust Company
Kansas
$31K +$1.57K +7 +5%
MIM
1089
Meridiem Investment Management
United Kingdom
$31K +$30.8K +137 New
BWM
1090
Baystate Wealth Management
Massachusetts
$30K
GAM
1091
Gemmer Asset Management
California
$30K
APC
1092
Aspire Private Capital
North Carolina
$29K
MA
1093
Montag & Associates
Georgia
$29K +$28.5K +127 New
EI
1094
Ellevest Inc
New York
$28K +$28.1K +125 New
CB
1095
CNB Bank
Pennsylvania
$26K
CAM
1096
CenterStar Asset Management
Illinois
$25K
VLKIM
1097
Van Lanschot Kempen Investment Management
Netherlands
$25K
NFSG
1098
Newbridge Financial Services Group
Florida
$25K +$24.5K +109 New
EA
1099
Elm Advisors
California
$24K +$23.6K +105 New
PMFA
1100
Plante Moran Financial Advisors
Michigan
$23K -$5.61K -25 -20%

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.