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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
AAS
701
Avantax Advisory Services
Texas
$626K +$39.1K +167 +6%
WFMPM
702
Woodley Farra Manion Portfolio Management
Indiana
$619K +$17.6K +75 +3%
RMC
703
Resources Management Corp
Connecticut
$615K +$130K +556 +25%
MWM
704
Meridian Wealth Management
Kentucky
$611K +$79.4K +339 +14%
DCM
705
Dupont Capital Management
Delaware
$609K -$506K -2,157 -44%
FA
706
FDx Advisors
Illinois
$603K -$53.7K -229 -8%
MPPLM
707
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$603K +$18.3K +78 +3%
IAIM
708
International Assets Investment Management
Florida
$598K +$75.7K +323 +14%
AIL
709
AGF Investments LLC
Ontario, Canada
$596K +$56.7K +242 +10%
CF
710
Copperwynd Financial
Arizona
$594K +$14.1K +60 +2%
RT
711
Rockland Trust
Massachusetts
$592K -$2.11K -9 -0.3%
STAS
712
Strong Tower Advisory Services
Minnesota
$591K +$598K +2,551 New
MFG
713
MidWestOne Financial Group
Iowa
$589K
MFA
714
Mayflower Financial Advisors
Massachusetts
$586K -$27.7K -118 -5%
NA
715
NewEdge Advisors
Louisiana
$585K -$44.3K -189 -7%
MCM
716
Mengis Capital Management
Oregon
$583K
PFO
717
Pathstone Family Office
New Jersey
$583K +$103K +439 +20%
FWM
718
Frontier Wealth Management
Missouri
$582K +$21.3K +91 +4%
CL
719
CPWM LLC
Washington
$571K -$703 -3 -0.1%
KIA
720
KCM Investment Advisors
California
$571K +$96.3K +411 +19%
MCM
721
MAI Capital Management
Ohio
$564K -$19.7K -84 -3%
JIC
722
Johnson Investment Counsel
Ohio
$561K -$22K -94 -4%
FFG
723
Fortem Financial Group
California
$556K -$3.75K -16 -0.6%
PFM
724
Parsec Financial Management
North Carolina
$555K
TIA
725
Tiemann Investment Advisors
California
$554K -$23K -98 -4%

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.