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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
SWM
651
Strategic Wealth Management
Washington
$779K +$109K +465 +15%
SC
652
Savant Capital
Illinois
$777K +$155K +663 +24%
CCWA
653
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$775K
RIA
654
Realta Investment Advisors
Delaware
$775K +$14.1K +60 +2%
SWP
655
Stratos Wealth Partners
Ohio
$774K +$40.3K +172 +5%
AUB
656
Atlantic Union Bankshares
Virginia
$772K
BHBT
657
Burke & Herbert Bank & Trust
Virginia
$771K +$2.58K +11 +0.3%
OPS
658
Orion Portfolio Solutions
Nebraska
$768K +$123K +525 +18%
BSW
659
Buckingham Strategic Wealth
Missouri
$767K +$16.2K +69 +2%
BAM
660
Belpointe Asset Management
Nevada
$764K +$244K +1,041 +44%
CCG
661
Cypress Capital Group
Florida
$757K -$89.5K -382 -10%
WR
662
WD Rutherford
Oregon
$757K +$214K +915 +37%
SC
663
Samlyn Capital
New York
$755K -$186K -794 -19%
FMII
664
Farmers & Merchants Investments Inc
Nebraska
$755K +$42K +179 +6%
GIA
665
Guyasuta Investment Advisors
Pennsylvania
$740K
PCA
666
Peddock Capital Advisors
Massachusetts
$740K +$3.75K +16 +0.5%
FPF
667
First Pacific Financial
Washington
$733K +$43.4K +185 +6%
VPIM
668
Vanguard Personalized Indexing Management
California
$731K -$306K -1,307 -29%
DA
669
Duality Advisers
Florida
$722K -$947K -4,039 -56%
TCOV
670
Trust Company of Vermont
Vermont
$722K +$63.7K +272 +9%
ED
671
Exane Derivatives
France
$722K +$20.4K +87 +3%
GPA
672
Garrison Point Advisors
California
$720K +$62.1K +265 +9%
JWM
673
JGP Wealth Management
Oregon
$713K -$425K -1,812 -36%
CAC
674
Certified Advisory Corp
Florida
$713K +$346K +1,477 +87%
HI
675
Harbour Investments
Wisconsin
$711K -$69.4K -296 -9%

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.