We are live on ! Find out more

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
EWM
1101
Endurance Wealth Management
Rhode Island
$23K
GWMIA
1102
Global Wealth Management Investment Advisory
Florida
$23K
AWG
1103
Altus Wealth Group
Colorado
$23K +$22.5K +100 New
WPA
1104
West Paces Advisors
Georgia
$21.8K
VBCG
1105
Valley Brook Capital Group
Pennsylvania
$21K +$21.3K +95 New
TFIPS
1106
Towarzystwo Funduszy Inwestycyjnych PZU SA
$20.4K +$20.2K +90 New
AJ
1107
Ashburton (Jersey)
Jersey
$20K
SLF
1108
Sun Life Financial
Ontario, Canada
$20K
CIA
1109
CSat Investment Advisory
Michigan
$18K -$151K -674 -90%
CCM
1110
Cribstone Capital Management
Maine
$18K
PFO
1111
Pathstone Family Office
New Jersey
$18K +$16.8K +75 +1,500%
AIG
1112
American International Group
New York
$17.3K -$246M -1,095,647 -93%
WAS
1113
Winch Advisory Services
Wisconsin
$17K
GWS
1114
Glassman Wealth Services
Virginia
$17K +$3.37K +15 +24%
TAM
1115
Tucker Asset Management
Colorado
$15.2K +$15K +67 New
CAL
1116
Capital Advisors Ltd
Ohio
$15K
HDIM
1117
Hanson & Doremus Investment Management
Vermont
$14K +$13.7K +61 New
JFA
1118
JNBA Financial Advisors
Minnesota
$13K -$11.2K -50 -46%
SIS
1119
Sound Income Strategies
Florida
$13K
SN
1120
Sittner & Nelson
Oregon
$13K +$12.6K +56 New
EW
1121
Evoke Wealth
California
$12K
ME
1122
McIlrath & Eck
Washington
$12K
BA
1123
Bellwether Advisors
Nebraska
$12K +$12.6K +56 New
FPW
1124
Flagship Private Wealth
Massachusetts
$11.1K +$10.3K +46 New
DSC
1125
Duncker Streett & Co
Missouri
$11K

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.