We are live on ! Find out more

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
KCM
526
Kendall Capital Management
Maryland
$1.65M +$7.93K +31 +0.5%
AIA
527
Affinity Investment Advisors
California
$1.64M -$936K -3,660 -35%
ADMI
528
Albert D. Mason Inc
Massachusetts
$1.63M -$30.2K -118 -2%
BFC
529
Bedel Financial Consulting
Indiana
$1.62M +$51.4K +201 +3%
NMIMC
530
Northwestern Mutual Investment Management Company
Wisconsin
$1.62M -$17.9K -70 -1%
PA
531
Parallel Advisors
California
$1.61M +$132K +517 +8%
NL
532
NVWM LLC
Pennsylvania
$1.61M +$72.6K +284 +4%
OTPPB
533
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.58M +$219K +857 +15%
GWM
534
Geneos Wealth Management
Colorado
$1.58M -$157K -614 -9%
EWA
535
EP Wealth Advisors
California
$1.58M -$230K -899 -12%
LC
536
Lavaca Capital
Texas
$1.58M +$696K +2,721 +73%
IEFM
537
IQ EQ Fund Management
Ireland
$1.56M +$12K +47 +0.7%
PWP
538
Principle Wealth Partners
Connecticut
$1.56M +$256 +1 +0%
IC
539
Inscription Capital
Texas
$1.56M +$1.64M +6,410 New
AF
540
Arrow Financial
New York
$1.55M +$18.4K +72 +1%
LFAS
541
Level Four Advisory Services
Texas
$1.53M +$157K +612 +11%
MFM
542
MD Financial Management
Ontario, Canada
$1.53M +$1.6M +6,270 New
SF
543
Symphony Financial
Texas
$1.52M +$212K +830 +15%
SI
544
Stephens Inc
Arkansas
$1.52M -$45.8K -179 -3%
ESCM
545
Echo Street Capital Management
New York
$1.52M +$449K +1,755 +39%
OBGC
546
O'Brien Greene & Co
Pennsylvania
$1.52M +$192K +750 +14%
DFA
547
Delta Financial Advisors
Louisiana
$1.52M +$767 +3 +0%
IAA
548
Independent Advisor Alliance
North Carolina
$1.51M +$79.8K +312 +5%
CWAG
549
Compton Wealth Advisory Group
Virginia
$1.5M +$30.7K +120 +2%
PG
550
Pendal Group
Australia
$1.49M -$478K -1,868 -23%

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.