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Cummins
CMI

Overview Fund Activity

1,222 hedge funds and large institutions have $26.9B invested in Cummins in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 463 increasing their positions, 463 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,222
Holders Change
-37
Holders Change %
-2.94%
% of All Funds
19.48%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.18%
New
71
Increased
463
Reduced
463
Closed
89
Calls
$552M
Puts
$312M
Net Calls
+$239M
Net Calls Change
+$29.3M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$470M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$340M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$74.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$62.8M
5
Principal Financial Group
Principal Financial Group
Iowa
+$53.8M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$167M
2
BlackRock
BlackRock
New York
-$126M
3
Man Group
Man Group
United Kingdom
-$126M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$92.4M
5
Jane Street
Jane Street
New York
-$48.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
701
Whittier Trust
California
$628K +$457 +2 +0.1%
CIM
702
CIM Investment Management
Pennsylvania
$620K -$579K -2,536 -48%
CF
703
Copperwynd Financial
Arizona
$619K -$10.7K -47 -2%
AIMCA
704
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$617K – – –
BIAS
705
Beacon Investment Advisory Services
New Jersey
$617K – – –
MS
706
Madden Securities
Texas
$611K -$11.4K -50 -2%
TPWM
707
Twelve Points Wealth Management
Massachusetts
$609K +$29.5K +129 +5%
CI Investments Inc
708
CI Investments Inc
Ontario, Canada
$609K +$18.5K +81 +3%
BA
709
Ballast Advisors
Minnesota
$607K +$412K +1,802 +210%
SCA
710
Snowden Capital Advisors
New York
$603K -$283K -1,239 -32%
UB
711
UMB Bank
Missouri
$599K +$5.48K +24 +0.9%
AI
712
Atom Investors
Texas
$596K +$52.1K +228 +10%
WA
713
Waverly Advisors
Alabama
$596K +$596K +2,610 New
MFG
714
MidWestOne Financial Group
Iowa
$594K – – –
BFA
715
Beacon Financial Advisory
Ohio
$592K +$8.45K +37 +1%
TIAA Trust, National Association
716
TIAA Trust, National Association
North Carolina
$586K +$586K +2,567 New
CCA
717
Checchi Capital Advisers
California
$584K -$457 -2 -0.1%
TA
718
Tectonic Advisors
Texas
$578K +$43.2K +189 +8%
TAM
719
Tocqueville Asset Management
New York
$575K – – –
BWAM
720
Boyd Watterson Asset Management
Ohio
$573K -$6.4K -28 -1%
RWA
721
Ropes Wealth Advisors
Massachusetts
$573K -$20.1K -88 -3%
PFS
722
Prospera Financial Services
Texas
$570K +$27K +118 +5%
EI
723
Ethic Inc
New York
$570K +$38.2K +167 +7%
BBNB
724
Baker Boyer National Bank
Washington
$567K +$1.37K +6 +0.2%
HH
725
Hilltop Holdings
Texas
$561K +$55.7K +244 +11%
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