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1,225 hedge funds and large institutions have $28.5B invested in Cummins in 2021 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 492 increasing their positions, 417 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 492 | Existing positions reduced: 417

3% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 93

0.55% less ownership

Funds ownership: 80.74%80.19% (-0.55%)

1% less funds holding

Funds holding: 1,2331,225 (-8)

8% less capital invested

Capital invested by funds: $30.9B → $28.5B (-$2.4B)

18% less call options, than puts

Call options by funds: $212M | Put options by funds: $259M

39% less funds holding in top 10

Funds holding in top 10: 1811 (-7)

Holders
1,225
Holders Change
-8
Holders Change %
-0.65%
% of All Funds
21.32%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.19%
New
96
Increased
492
Reduced
417
Closed
93
Calls
$212M
Puts
$259M
Net Calls
-$47.4M
Net Calls Change
-$68.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
51
Panagora Asset Management
Massachusetts
$106M -$1.87M -7,318 -2%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$103M +$31.1M +121,727 +39%
Parnassus Investments
53
Parnassus Investments
California
$100M +$47.4M +185,246 +82%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$98.3M +$14.4M +56,404 +16%
AIA
55
Avalon Investment & Advisory
Texas
$98.1M -$1.93M -7,533 -2%
HCM
56
Hamlin Capital Management
New York
$94.7M +$12.1M +47,449 +14%
JP Morgan Chase
57
JP Morgan Chase
New York
$90.4M -$41.5M -162,325 -30%
AAMU
58
AEGON Asset Management (UK)
United Kingdom
$87.4M -$6.58M -25,715 -7%
California Public Employees Retirement System
59
California Public Employees Retirement System
California
$80.8M -$2.26M -8,855 -3%
DFO
60
Duquesne Family Office
New York
$79.2M
Franklin Resources
61
Franklin Resources
California
$75.3M -$11.6M -45,260 -13%
JMPWA
62
JP Morgan Private Wealth Advisors
California
$75.1M +$14.1M +54,972 +22%
Canada Life
63
Canada Life
Manitoba, Canada
$72.5M -$10.4M -40,502 -12%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$70.1M -$2.02M -7,889 -3%
OSAM
65
O'Shaughnessy Asset Management
Connecticut
$68.9M -$6.74M -26,351 -9%
AAM
66
Ardevora Asset Management
United Kingdom
$68.8M +$18M +70,404 +33%
PI
67
PGGM Investments
Netherlands
$67.2M -$6.11M -23,883 -8%
Canada Pension Plan Investment Board
68
Canada Pension Plan Investment Board
Ontario, Canada
$66.3M +$22.6M +88,455 +48%
Victory Capital Management
69
Victory Capital Management
Texas
$66.1M -$21.6M -84,593 -24%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$64.8M +$43.8M +171,238 +181%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$63.2M +$27.7M +108,418 +72%
Barclays
72
Barclays
United Kingdom
$63M +$9.36M +36,618 +17%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$63M -$8.41M -32,881 -11%
Acadian Asset Management
74
Acadian Asset Management
Massachusetts
$62.4M +$36.9M +144,188 +129%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$62.1M +$6.15M +24,042 +10%

CMI Hedge Fund Activity: Q2 2021 in Review

1,225 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2021, worth a combined $28.5B — down 7.8% from $30.9B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new CMI positions and 93 closed out — a net gain of 3 holders — while 492 added to existing stakes and 417 trimmed.

The largest buyer was Truist Financial, adding an estimated $122M. The largest seller was BlackRock, cutting an estimated $457M.

  • 1,225 institutional investors held Cummins (CMI) as of Q2 2021, down from 1,233 in Q1 2021.
  • Funds reported $28.5B of Cummins stock for Q2 2021, down 7.8% quarter-over-quarter.
  • 96 funds opened new Cummins positions in Q2 2021 and 93 closed out, a net change of +3 holders.
  • The largest Cummins buyer in Q2 2021 was Truist Financial, an estimated $122M added.
  • The largest Cummins seller in Q2 2021 was BlackRock, an estimated $457M sold.

Based on aggregated 13F filings for Q2 2021.