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1,225 hedge funds and large institutions have $28.5B invested in Cummins in 2021 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 492 increasing their positions, 417 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 492 | Existing positions reduced: 417

3% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 93

0.55% less ownership

Funds ownership: 80.74%80.19% (-0.55%)

1% less funds holding

Funds holding: 1,2331,225 (-8)

8% less capital invested

Capital invested by funds: $30.9B → $28.5B (-$2.4B)

18% less call options, than puts

Call options by funds: $212M | Put options by funds: $259M

39% less funds holding in top 10

Funds holding in top 10: 1811 (-7)

Holders
1,225
Holders Change
-8
Holders Change %
-0.65%
% of All Funds
21.32%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.19%
New
96
Increased
492
Reduced
417
Closed
93
Calls
$212M
Puts
$259M
Net Calls
-$47.4M
Net Calls Change
-$68.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BU
501
BBVA USA
Alabama
$1.89M +$1.98M +7,756 New
HA
502
Harfst & Associates
Wyoming
$1.88M -$78.8K -308 -4%
LNWWM
503
Laird Norton Wetherby Wealth Management
California
$1.87M -$16.9K -66 -0.9%
FB
504
Fulton Bank
Pennsylvania
$1.87M +$38.6K +151 +2%
KAS
505
Kestra Advisory Services
Texas
$1.84M -$11.8K -46 -0.6%
IC
506
Intersect Capital
California
$1.83M -$47.3K -185 -2%
CT
507
Caldwell Trust
Florida
$1.83M -$202K -788 -10%
PAM
508
Premier Asset Management
Illinois
$1.82M +$108K +422 +6%
SNBOSCI
509
Security National Bank of Sioux City Iowa
Iowa
$1.81M +$148K +580 +8%
OQS
510
Occudo Quantitative Strategies
Florida
$1.8M +$1.89M +7,377 New
SP
511
Symmetry Partners
Connecticut
$1.77M
DA
512
Duality Advisers
Florida
$1.77M -$1.42M -5,547 -43%
EVM
513
Eaton Vance Management
Massachusetts
$1.76M +$275K +1,074 +17%
JCM
514
Jacobi Capital Management
Pennsylvania
$1.75M +$24K +94 +1%
BWA
515
BDO Wealth Advisors
Florida
$1.75M -$26.1K -102 -1%
AI
516
Atria Investments
North Carolina
$1.74M +$184K +720 +11%
BDFN
517
Bond & Devick Financial Network
Minnesota
$1.73M -$55.2K -216 -3%
AWM
518
Absher Wealth Management
North Carolina
$1.72M +$84.4K +330 +5%
SNBOSD
519
Security National Bank of So Dak
Iowa
$1.72M -$91K -356 -5%
SIAP
520
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.71M +$17.9K +70 +1%
AS
521
Altshuler Shaham
Israel
$1.67M +$84.4K +330 +5%
Voloridge Investment Management
522
Voloridge Investment Management
Florida
$1.67M +$1.75M +6,829 New
HFM
523
Hartford Financial Management
Connecticut
$1.66M
GIA
524
GHP Investment Advisors
Colorado
$1.66M +$7.16K +28 +0.4%
BO
525
BRR OpCo
Ohio
$1.65M +$8.18K +32 +0.5%

CMI Hedge Fund Activity: Q2 2021 in Review

1,225 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2021, worth a combined $28.5B — down 7.8% from $30.9B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new CMI positions and 93 closed out — a net gain of 3 holders — while 492 added to existing stakes and 417 trimmed.

The largest buyer was Truist Financial, adding an estimated $122M. The largest seller was BlackRock, cutting an estimated $457M.

  • 1,225 institutional investors held Cummins (CMI) as of Q2 2021, down from 1,233 in Q1 2021.
  • Funds reported $28.5B of Cummins stock for Q2 2021, down 7.8% quarter-over-quarter.
  • 96 funds opened new Cummins positions in Q2 2021 and 93 closed out, a net change of +3 holders.
  • The largest Cummins buyer in Q2 2021 was Truist Financial, an estimated $122M added.
  • The largest Cummins seller in Q2 2021 was BlackRock, an estimated $457M sold.

Based on aggregated 13F filings for Q2 2021.