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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
EWA
626
EP Wealth Advisors
California
$859K -$619K -2,640 -41%
RWA
627
Ropes Wealth Advisors
Massachusetts
$857K -$43.6K -186 -5%
SFI
628
Siemens Fonds Invest
Germany
$857K +$894K +3,815 New
AIC
629
Argus Investors Counsel
New York
$855K +$71.5K +305 +9%
KRSITF
630
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$854K -$234 -1 -0%
CT
631
Columbia Trust
Oregon
$849K +$27.9K +119 +3%
KTC
632
Kistler-Tiffany Companies
Pennsylvania
$831K +$3.05K +13 +0.4%
GCA
633
Genesee Capital Advisors
New York
$829K +$865K +3,690 New
SCM
634
SKBA Capital Management
California
$826K -$8.17M -34,840 -90%
RA
635
RFG Advisory
Alabama
$824K +$1.64K +7 +0.2%
ISWM
636
Independent Solutions Wealth Management
New York
$817K +$279K +1,191 +49%
IP
637
Intellectus Partners
California
$816K -$31.9K -136 -4%
CA
638
Cetera Advisors
Colorado
$816K +$85.3K +364 +11%
DT
639
Diversified Trust
Tennessee
$808K -$288K -1,228 -25%
OFS
640
Orrstown Financial Services
Pennsylvania
$803K -$84.1K -359 -9%
Verition Fund Management
641
Verition Fund Management
Connecticut
$801K -$1.48M -6,298 -64%
BIM
642
Baldwin Investment Management
Pennsylvania
$797K -$240K -1,025 -22%
SOAMC
643
Spirit of America Management Corp
New York
$797K
MWM
644
Mission Wealth Management
California
$793K -$12.4K -53 -1%
MCM
645
Murphy Capital Management
New Jersey
$790K +$51.8K +221 +7%
CT
646
Coastline Trust
Rhode Island
$783K +$17.6K +75 +2%
ANRIA
647
American National Registered Investment Advisor
Texas
$782K -$3.05K -13 -0.4%
RIM
648
Redpoint Investment Management
Australia
$782K
KPWS
649
Kestra Private Wealth Services
Texas
$780K +$45.5K +194 +6%
HSA
650
HBK Sorce Advisory
Pennsylvania
$779K -$8.91K -38 -1%

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.