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1,207 hedge funds and large institutions have $23.6B invested in Cummins in 2022 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 496 increasing their positions, 370 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more funds holding in top 10

Funds holding in top 10: 511 (+6)

34% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 370

31% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 88

6% more capital invested

Capital invested by funds: $22.1B → $23.6B (+$1.43B)

1.33% more ownership

Funds ownership: 80.9%82.23% (+1.3%)

1% more funds holding

Funds holding: 1,1971,207 (+10)

0% more call options, than puts

Call options by funds: $371M | Put options by funds: $370M

Holders
1,207
Holders Change
+10
Holders Change %
+0.84%
% of All Funds
20.79%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.19%
New
115
Increased
496
Reduced
370
Closed
88
Calls
$371M
Puts
$370M
Net Calls
+$1.56M
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DBRC
601
D.B. Root & Company
Pennsylvania
$921K +$8.94K +42 +0.9%
Rafferty Asset Management
602
Rafferty Asset Management
New York
$916K +$957K +4,500 New
PCIA
603
Prime Capital Investment Advisors
Kansas
$915K +$328K +1,544 +52%
IWM
604
IHT Wealth Management
Illinois
$915K +$382K +1,795 +66%
Rockefeller Capital Management
605
Rockefeller Capital Management
New York
$909K +$221K +1,041 +30%
API
606
Advisor Partners II
California
$902K +$943K +4,434 New
ISWM
607
Independent Solutions Wealth Management
New York
$902K -$22.3K -105 -2%
SIA
608
Schechter Investment Advisors
Michigan
$901K -$43K -202 -4%
SDIC
609
South Dakota Investment Council
South Dakota
$899K -$638K -3,000 -40%
PA
610
PFG Advisors
Arizona
$892K +$10.6K +50 +1%
BS
611
Banco Santander
Spain
$888K -$12.3K -58 -1%
IC
612
IEQ Capital
California
$888K +$328K +1,542 +55%
RA
613
RFG Advisory
Alabama
$887K -$426 -2 -0.1%
RCA
614
Ranch Capital Advisors
Florida
$875K +$70K +329 +8%
HT
615
Heritage Trust
Oklahoma
$873K +$297K +1,398 +48%
CFGS
616
Concourse Financial Group Securities
Alabama
$872K +$84.9K +399 +10%
RIA
617
Realta Investment Advisors
Delaware
$862K +$136K +640 +18%
IPW
618
Inlet Private Wealth
Florida
$861K
HWM
619
Hohimer Wealth Management
Washington
$855K
BSW
620
Buckingham Strategic Wealth
Missouri
$846K -$32.3K -152 -4%
WSFS
621
Wilmington Savings Fund Society
Delaware
$841K -$16.8K -79 -2%
PAM
622
Premier Asset Management
Illinois
$841K +$45.1K +212 +5%
IWC
623
Integrated Wealth Concepts
Massachusetts
$835K +$5.74K +27 +0.7%
FFBTD
624
First Financial Bank - Trust Division
Ohio
$830K -$3.4K -16 -0.4%
STCOSD
625
Sageworth Trust Company of South Dakota
South Dakota
$824K -$257K -1,210 -23%

CMI Hedge Fund Activity: Q3 2022 in Review

1,207 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q3 2022, worth a combined $23.6B — up 6.5% from $22.1B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new CMI positions and 88 closed out — a net gain of 27 holders — while 496 added to existing stakes and 370 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $316M. The largest seller was BlackRock, cutting an estimated $133M.

  • 1,207 institutional investors held Cummins (CMI) as of Q3 2022, up from 1,197 in Q2 2022.
  • Funds reported $23.6B of Cummins stock for Q3 2022, up 6.5% quarter-over-quarter.
  • 115 funds opened new Cummins positions in Q3 2022 and 88 closed out, a net change of +27 holders.
  • The largest Cummins buyer in Q3 2022 was T. Rowe Price Associates, an estimated $316M added.
  • The largest Cummins seller in Q3 2022 was BlackRock, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2022.