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1,176 hedge funds and large institutions have $26.1B invested in Cummins in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 495 increasing their positions, 392 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 392

0.73% more ownership

Funds ownership: 80.19%80.92% (+0.73%)

4% less funds holding

Funds holding: 1,2251,176 (-49)

9% less capital invested

Capital invested by funds: $28.5B → $26.1B (-$2.44B)

33% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 107

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

38% less call options, than puts

Call options by funds: $220M | Put options by funds: $353M

Holders
1,176
Holders Change
-49
Holders Change %
-4%
% of All Funds
20.58%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.12%
New
72
Increased
495
Reduced
392
Closed
107
Calls
$220M
Puts
$353M
Net Calls
-$133M
Net Calls Change
-$85.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
476
Federated Hermes
Pennsylvania
$1.78M -$168K -716 -8%
SF
477
Symphony Financial
Texas
$1.78M +$337K +1,436 +23%
BO
478
BRR OpCo
Ohio
$1.77M +$261K +1,113 +16%
CT
479
Caldwell Trust
Florida
$1.74M +$59.5K +254 +3%
FC
480
Forte Capital
New York
$1.74M +$943K +4,024 +109%
SNBOSCI
481
Security National Bank of Sioux City Iowa
Iowa
$1.71M +$45.5K +194 +3%
BSA
482
Braun Stacey Associates
New York
$1.71M -$1.1M -4,708 -38%
BRWA
483
B. Riley Wealth Advisors
Florida
$1.7M -$400K -1,705 -18%
SP
484
Symmetry Partners
Connecticut
$1.7M
SNBOSD
485
Security National Bank of So Dak
Iowa
$1.7M +$124K +530 +8%
IC
486
Intersect Capital
California
$1.69M +$12.9K +55 +0.7%
VI
487
Vestcor Inc
New Brunswick, Canada
$1.69M -$75.5K -322 -4%
LNWWM
488
Laird Norton Wetherby Wealth Management
California
$1.67M -$50.9K -217 -3%
ECM
489
ExodusPoint Capital Management
New York
$1.66M -$5.62M -23,993 -76%
NMIMC
490
Northwestern Mutual Investment Management Company
Wisconsin
$1.64M +$151K +644 +10%
SC
491
SRB Corp
Massachusetts
$1.62M +$1.69M +7,212 New
JCM
492
Jacobi Capital Management
Pennsylvania
$1.61M +$703 +3 +0%
MFM
493
MD Financial Management
Ontario, Canada
$1.61M +$213K +910 +15%
PWP
494
Principle Wealth Partners
Connecticut
$1.61M +$178K +758 +12%
BU
495
BBVA USA
Alabama
$1.61M -$141K -602 -8%
NAM
496
NorthCoast Asset Management
Connecticut
$1.6M -$356K -1,521 -18%
Bessemer Group
497
Bessemer Group
New Jersey
$1.6M +$250K +1,065 +18%
BWA
498
BDO Wealth Advisors
Florida
$1.59M -$23.9K -102 -1%
JG
499
Jefferies Group
New York
$1.57M -$1.15M -4,921 -41%
SIAP
500
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.57M

CMI Hedge Fund Activity: Q3 2021 in Review

1,176 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q3 2021, worth a combined $26.1B — down 8.6% from $28.5B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of CMI and 72 opened new positions — a net loss of 35 holders — while 392 trimmed existing stakes and 495 added.

The largest buyer was Public Investment Fund, opening a new position worth an estimated $422M. The largest seller was T. Rowe Price Associates, cutting an estimated $484M.

  • 1,176 institutional investors held Cummins (CMI) as of Q3 2021, down from 1,225 in Q2 2021.
  • Funds reported $26.1B of Cummins stock for Q3 2021, down 8.6% quarter-over-quarter.
  • 72 funds opened new Cummins positions in Q3 2021 and 107 closed out, a net change of -35 holders.
  • The largest Cummins buyer in Q3 2021 was Public Investment Fund, an estimated $422M added.
  • The largest Cummins seller in Q3 2021 was T. Rowe Price Associates, an estimated $484M sold.

Based on aggregated 13F filings for Q3 2021.