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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
Capital International Investors
51
Capital International Investors
California
$100M -$895K -3,818 -0.8%
Citigroup
52
Citigroup
New York
$98.4M -$6.96M -29,700 -6%
HSBC Holdings
53
HSBC Holdings
United Kingdom
$95.2M +$3.9M +16,634 +4%
N
54
Nuveen
North Carolina
$94.3M -$4.96M -21,143 -5%
HCM
55
Hamlin Capital Management
New York
$91.9M +$4.86M +20,716 +5%
Voloridge Investment Management
56
Voloridge Investment Management
Florida
$90.1M +$92.4M +394,240 +5,773%
EIP
57
Epoch Investment Partners
New York
$87.1M +$90.9M +388,001 New
Vontobel Holding
58
Vontobel Holding
Switzerland
$85.1M +$29.4M +125,480 +49%
JP Morgan Chase
59
JP Morgan Chase
New York
$82M -$1.37M -5,832 -2%
AAMU
60
AEGON Asset Management (UK)
United Kingdom
$80.8M +$277K +1,183 +0.3%
LFDLE
61
La Financiere de L'Echiquier
France
$76.1M +$39M +166,559 +97%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$76.1M +$18.7M +79,608 +31%
Axa
63
Axa
France
$76M +$37.9M +161,610 +91%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$73.6M -$913K -3,895 -1%
Franklin Resources
65
Franklin Resources
California
$73.2M +$4.04M +17,228 +6%
Canada Life
66
Canada Life
Manitoba, Canada
$68.1M +$847K +3,613 +1%
AAM
67
Ardevora Asset Management
United Kingdom
$67.9M +$4.73M +20,200 +7%
Millennium Management
68
Millennium Management
New York
$67.9M -$61.5M -262,425 -46%
AIA
69
Avalon Investment & Advisory
Texas
$67M -$24.3M -103,899 -26%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$66.5M +$7.15M +30,525 +11%
JMPWA
71
JP Morgan Private Wealth Advisors
California
$64.3M -$5.15M -21,971 -7%
Victory Capital Management
72
Victory Capital Management
Texas
$63.6M +$2.76M +11,792 +4%
KeyBank National Association
73
KeyBank National Association
Ohio
$59.7M +$3.55M +15,167 +6%
State of Tennessee, Department of Treasury
74
State of Tennessee, Department of Treasury
Tennessee
$58.9M +$2.52M +10,771 +4%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$58.4M +$411K +1,754 +0.7%

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.