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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
IGGA
726
Iron Gate Global Advisors
Utah
$553K +$577K +2,464 New
WCM
727
Whitener Capital Management
North Carolina
$552K -$126K -536 -18%
OQS
728
Occudo Quantitative Strategies
Florida
$550K -$1.15M -4,927 -67%
IC
729
IEQ Capital
California
$549K +$221K +942 +63%
AIC
730
Ameritas Investment Company
Nebraska
$548K +$280K +1,193 +96%
XT
731
XTX Topco
Cayman Islands
$548K +$572K +2,439 New
PAS
732
Park Avenue Securities
New York
$546K +$43.1K +184 +8%
BJL
733
Brighton Jones LLC
Washington
$542K +$3.98K +17 +0.7%
PDN
734
Pensionfund DSM Netherlands
Netherlands
$539K -$2.41M -10,300 -81%
BHC
735
Bowen Hanes & Co
Florida
$539K
CCP
736
Corient Capital Partners
California
$535K -$20.2K -86 -3%
WT
737
Whittier Trust
California
$531K
GVAG
738
Great Valley Advisor Group
Delaware
$528K +$53.9K +230 +11%
CAM
739
Cozad Asset Management
Illinois
$524K
IFWM
740
Institute for Wealth Management
Colorado
$523K -$5.39K -23 -1%
TAIM
741
TD Ameritrade Investment Management
Nebraska
$521K +$62.3K +266 +12%
BFG
742
Beacon Financial Group
Texas
$519K +$34K +145 +7%
HTC
743
Haverford Trust Company
Pennsylvania
$514K +$46.4K +198 +9%
CWM
744
Concentric Wealth Management
California
$511K -$129K -550 -19%
PK
745
Pflug Koory
Nebraska
$508K -$35.2K -150 -6%
HCM
746
HMS Capital Management
Tennessee
$506K +$19K +81 +4%
EWM
747
EPG Wealth Management
Georgia
$500K +$72.2K +308 +16%
JF
748
Jump Financial
Illinois
$497K +$519K +2,214 New
MC
749
Moors & Cabot
Massachusetts
$495K +$3.52K +15 +0.7%
GWM
750
GSB Wealth Management
Connecticut
$494K -$1.73M -7,381 -77%

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.