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Cummins
CMI

Overview Fund Activity

1,222 hedge funds and large institutions have $26.9B invested in Cummins in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 463 increasing their positions, 463 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,222
Holders Change
-37
Holders Change %
-2.94%
% of All Funds
19.48%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.18%
New
71
Increased
463
Reduced
463
Closed
89
Calls
$552M
Puts
$312M
Net Calls
+$239M
Net Calls Change
+$29.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$470M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$340M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$74.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$62.8M
5
Principal Financial Group
Principal Financial Group
Iowa
+$53.8M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$167M
2
BlackRock
BlackRock
New York
-$126M
3
Man Group
Man Group
United Kingdom
-$126M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$92.4M
5
Jane Street
Jane Street
New York
-$48.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KRSITF
551
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.16M +$685 +3 +0.1%
SPIA
552
Steward Partners Investment Advisory
New York
$1.16M +$379K +1,657 +48%
RCA
553
Ranch Capital Advisors
Florida
$1.16M -$34.7K -152 -3%
RIA
554
Realta Investment Advisors
Delaware
$1.15M -$19.6K -80 -2%
SSB
555
Sandy Spring Bank
Maryland
$1.15M +$24.9K +109 +2%
MCM
556
Mengis Capital Management
Oregon
$1.15M -$25.6K -112 -2%
CAC
557
Certified Advisory Corp
Florida
$1.15M -$66.9K -293 -6%
AI
558
ArchPoint Investors
Florida
$1.14M – – –
IC
559
IEQ Capital
California
$1.14M +$42.7K +187 +4%
EF
560
Empirical Finance
Pennsylvania
$1.13M +$104K +456 +10%
FHB
561
First Hawaiian Bank
Hawaii
$1.13M -$2.74K -12 -0.2%
HCM
562
HMS Capital Management
Tennessee
$1.12M -$48.2K -211 -4%
VWM
563
Venturi Wealth Management
Texas
$1.12M -$94.8K -415 -8%
PWMAG
564
Pinnacle Wealth Management Advisory Group
New Jersey
$1.12M -$28.3K -124 -2%
PAS
565
Park Avenue Securities
New York
$1.12M +$1.12M +4,882 New
TA
566
TFG Advisers
Michigan
$1.11M -$19.9K -87 -2%
WCA
567
Westover Capital Advisors
Delaware
$1.11M -$74K -324 -6%
1IA
568
1834 Investment Advisors
Wisconsin
$1.1M +$144K +629 +15%
Envestnet Portfolio Solutions
569
Envestnet Portfolio Solutions
Illinois
$1.08M +$1.08M +4,745 New
SYBT
570
Stock Yards Bank & Trust
Kentucky
$1.07M -$20.3K -89 -2%
AAS
571
Avantax Advisory Services
Texas
$1.07M +$103K +453 +11%
HWM
572
Hohimer Wealth Management
Washington
$1.07M – – –
OIA
573
OneDigital Investment Advisors
Kansas
$1.06M -$228K -998 -18%
GIM
574
Goelzer Investment Management
Indiana
$1.06M +$29.5K +129 +3%
NSIM
575
North Star Investment Management
Illinois
$1.06M – – –
21 22
23
24 25