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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
Wealthfront Advisers
576
Wealthfront Advisers
California
$1.29M -$71.6K -280 -5%
UIA
577
UBP Investment Advisors
Switzerland
$1.28M +$1.34M +5,253 New
CA
578
Clearstead Advisors
Ohio
$1.26M +$28.1K +110 +2%
CAM
579
Cypress Asset Management
Texas
$1.26M +$99.7K +390 +8%
SIC
580
SFE Investment Counsel
California
$1.25M +$6.39K +25 +0.5%
CI Investments Inc
581
CI Investments Inc
Ontario, Canada
$1.25M +$511K +1,998 +64%
VWM
582
Venturi Wealth Management
Texas
$1.25M +$20.5K +80 +2%
SPC
583
Sigma Planning Corp
Michigan
$1.24M -$3.73M -14,572 -74%
NFG
584
Nations Financial Group
Iowa
$1.23M +$23.5K +92 +2%
MFW
585
Meristem Family Wealth
Minnesota
$1.23M
OSIA
586
O'Shares Investment Advisers
Massachusetts
$1.22M +$30.7K +120 +2%
DAM
587
Deltec Asset Management
New York
$1.22M
JWM
588
JGP Wealth Management
Oregon
$1.22M +$1.28M +4,989 New
CBN
589
Cadence Bank NA
Texas
$1.21M -$17.4K -68 -1%
RIL
590
Rothschild Investment LLC
Illinois
$1.21M +$16.6K +65 +1%
BS
591
Banco Santander
Spain
$1.21M +$1.27M +4,949 New
BCM
592
Bayesian Capital Management
New York
$1.2M -$569K -2,223 -31%
RWM
593
Ritholtz Wealth Management
New York
$1.2M +$79K +309 +7%
AR
594
Advisory Research
Illinois
$1.19M -$18.7M -73,175 -94%
IIC
595
Ironwood Investment Counsel
Arizona
$1.19M +$490K +1,916 +65%
DCM
596
Dupont Capital Management
Delaware
$1.19M +$545K +2,133 +78%
DT
597
Diversified Trust
Tennessee
$1.18M +$587K +2,295 +91%
SRAM
598
Spouting Rock Asset Management
Pennsylvania
$1.17M +$584K +2,282 +90%
FCH
599
Freestone Capital Holdings
Washington
$1.17M -$347K -1,357 -22%
RJT
600
Raymond James Trust
Florida
$1.16M +$2.56K +10 +0.2%

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.