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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
AWP
726
Ascent Wealth Partners
New York
$699K +$22K +86 +3%
IWM
727
IHT Wealth Management
Illinois
$698K -$19.4K -76 -3%
CWM
728
Concentric Wealth Management
California
$689K -$14.1K -55 -2%
SBF
729
Sara-Bay Financial
Florida
$687K +$102K +399 +17%
SC
730
Savant Capital
Illinois
$682K -$767 -3 -0.1%
NA
731
NewEdge Advisors
Louisiana
$681K +$33.8K +132 +5%
FMWA
732
Forvis Mazars Wealth Advisors
Missouri
$675K +$108K +424 +18%
TRCT
733
Tower Research Capital (TRC)
New York
$673K -$5M -19,560 -88%
NERM
734
New England Research & Management
Illinois
$670K -$6.39K -25 -0.9%
RL
735
Ruffer LLP
United Kingdom
$658K +$690K +2,700 New
CP
736
Camelot Portfolios
Ohio
$656K -$30.7K -120 -4%
WFMPM
737
Woodley Farra Manion Portfolio Management
Indiana
$654K +$17.9K +70 +3%
FAN
738
Financial Advisors Network
California
$648K +$2.3K +9 +0.3%
RT
739
Rockland Trust
Massachusetts
$645K -$1.02K -4 -0.2%
MFG
740
MidWestOne Financial Group
Iowa
$639K
AAS
741
Avantax Advisory Services
Texas
$639K +$23.8K +93 +4%
MPPLM
742
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$636K +$667K +2,608 New
MCM
743
Mengis Capital Management
Oregon
$633K -$767 -3 -0.1%
JIC
744
Johnson Investment Counsel
Ohio
$632K -$66.5K -260 -9%
MCM
745
MAI Capital Management
Ohio
$632K +$68.5K +268 +12%
CF
746
Copperwynd Financial
Arizona
$631K +$3.84K +15 +0.6%
TIA
747
Tiemann Investment Advisors
California
$625K +$6.91K +27 +1%
MA
748
MONECO Advisors
Connecticut
$624K +$12.8K +50 +2%
MFA
749
Mayflower Financial Advisors
Massachusetts
$624K +$185K +723 +39%
APA
750
American Portfolios Advisors
New York
$622K +$77K +301 +13%

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.