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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
SAM
501
Silvercrest Asset Management
New York
$1.56M +$641K +2,733 +65%
EGM
502
Engineers Gate Manager
New York
$1.55M -$2.11M -9,005 -57%
HFM
503
Hartford Financial Management
Connecticut
$1.53M
S
504
Seeyond
France
$1.52M +$493K +2,104 +45%
KCM
505
Kendall Capital Management
Maryland
$1.52M
AIA
506
Affinity Investment Advisors
California
$1.51M
FG
507
Fiduciary Group
Georgia
$1.5M
UCFA
508
United Capital Financial Advisors
Texas
$1.5M -$332K -1,417 -17%
BDFN
509
Bond & Devick Financial Network
Minnesota
$1.5M -$95.9K -409 -6%
GWM
510
Geneos Wealth Management
Colorado
$1.5M +$6.09K +26 +0.4%
ADMI
511
Albert D. Mason Inc
Massachusetts
$1.5M
BFC
512
Bedel Financial Consulting
Indiana
$1.5M +$703 +3 +0%
IA
513
IFP Advisors
Florida
$1.49M +$77.1K +329 +5%
PA
514
Parallel Advisors
California
$1.47M -$12.9K -55 -0.8%
CIP
515
Cornerstone Investment Partners
Georgia
$1.45M -$491K -2,095 -24%
Wolverine Trading
516
Wolverine Trading
Illinois
$1.44M +$1.47M +6,252 New
RA
517
Rational Advisors
New York
$1.44M +$177K +757 +13%
Lido Advisors
518
Lido Advisors
California
$1.43M +$1.26M +5,370 +531%
HJMC
519
Hellman Jordan Management Company
Massachusetts
$1.43M +$605K +2,582 +68%
IAA
520
Independent Advisor Alliance
North Carolina
$1.43M +$39.4K +168 +3%
SG Americas Securities
521
SG Americas Securities
New York
$1.43M +$547K +2,335 +58%
AF
522
Arrow Financial
New York
$1.42M -$5.86K -25 -0.4%
CWAG
523
Compton Wealth Advisory Group
Virginia
$1.42M +$38.4K +164 +3%
AIM
524
Acropolis Investment Management
Missouri
$1.42M +$69.1K +295 +5%
OBGC
525
O'Brien Greene & Co
Pennsylvania
$1.4M

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.