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1,258 hedge funds and large institutions have $24.9B invested in Cummins in 2021 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 427 increasing their positions, 440 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 80

7% more funds holding

Funds holding: 1,1751,258 (+83)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.85% less ownership

Funds ownership: 80.92%80.06% (-0.85%)

3% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 440

5% less capital invested

Capital invested by funds: $26.1B → $24.9B (-$1.21B)

32% less call options, than puts

Call options by funds: $250M | Put options by funds: $366M

Holders
1,258
Holders Change
+83
Holders Change %
+7.06%
% of All Funds
19.36%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
180
Increased
427
Reduced
440
Closed
80
Calls
$250M
Puts
$366M
Net Calls
-$115M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EHC
701
Everett Harris & Co
California
$633K
IWC
702
Integrated Wealth Concepts
Massachusetts
$632K +$354K +1,553 +116%
SIG
703
Sky Investment Group
Connecticut
$628K -$33.5K -147 -5%
RMC
704
Resources Management Corp
Connecticut
$626K +$29.6K +130 +5%
KWM
705
Kingsview Wealth Management
Oregon
$625K +$212K +930 +48%
ED
706
Exane Derivatives
France
$621K -$83.4K -366 -11%
WG
707
Winton Group
United Kingdom
$621K -$281K -1,232 -30%
SWM
708
Spire Wealth Management
Virginia
$621K +$246K +1,079 +60%
SCM
709
SKBA Capital Management
California
$617K -$194K -850 -23%
PAS
710
Park Avenue Securities
New York
$616K +$90.2K +396 +16%
LIM
711
Longfellow Investment Management
Massachusetts
$615K +$240K +1,052 +60%
RFM
712
Royal Fund Management
Florida
$615K +$643K +2,822 New
AAS
713
Avantax Advisory Services
Texas
$614K +$2.05K +9 +0.3%
SBF
714
Sara-Bay Financial
Florida
$610K -$3.87K -17 -0.6%
MPPLM
715
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$610K +$25.1K +110 +4%
IWM
716
IHT Wealth Management
Illinois
$609K -$17.3K -76 -3%
OAM
717
Oppenheimer Asset Management
New York
$607K -$1.42M -6,230 -69%
SO
718
STRS Ohio
Ohio
$607K -$399K -1,752 -39%
TI
719
Tidal Investments
Wisconsin
$605K -$32.1K -141 -5%
MA
720
MONECO Advisors
Connecticut
$603K -$35.8K -157 -6%
WFMPM
721
Woodley Farra Manion Portfolio Management
Indiana
$602K
CF
722
Copperwynd Financial
Arizona
$600K +$23.9K +105 +4%
VCM
723
Vigilant Capital Management
Maine
$600K +$216K +950 +53%
LOAMS
724
Lombard Odier Asset Management (Switzerland)
Switzerland
$600K +$627K +2,750 New
SBL
725
Sargent Bickham Lagudis
Colorado
$599K -$59.9K -263 -9%

CMI Hedge Fund Activity: Q4 2021 in Review

1,258 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q4 2021, worth a combined $24.9B — down 4.6% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 180 funds opened new CMI positions and 80 closed out — a net gain of 100 holders — while 427 added to existing stakes and 440 trimmed.

The largest buyer was Ameriprise, adding an estimated $96.8M. The largest seller was Capital Research Global Investors, cutting an estimated $123M.

  • 1,258 institutional investors held Cummins (CMI) as of Q4 2021, up from 1,175 in Q3 2021.
  • Funds reported $24.9B of Cummins stock for Q4 2021, down 4.6% quarter-over-quarter.
  • 180 funds opened new Cummins positions in Q4 2021 and 80 closed out, a net change of +100 holders.
  • The largest Cummins buyer in Q4 2021 was Ameriprise, an estimated $96.8M added.
  • The largest Cummins seller in Q4 2021 was Capital Research Global Investors, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2021.