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Cummins
CMI

Overview Fund Activity

1,273 hedge funds and large institutions have $28.4B invested in Cummins in 2022 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 475 increasing their positions, 429 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,273
Holders Change
+76
Holders Change %
+6.35%
% of All Funds
20.54%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.24%
New
172
Increased
475
Reduced
429
Closed
68
Calls
$505M
Puts
$474M
Net Calls
+$31.4M
Net Calls Change
+$29.8M

Top Buyers

1
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$340M
2
AWA
Arete Wealth Advisors
Illinois
+$201M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$194M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$114M
5
Bank of America
Bank of America
North Carolina
+$110M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$122M
2
Amundi
Amundi
France
-$112M
3
Capital International Investors
Capital International Investors
California
-$90.2M
4
Millennium Management
Millennium Management
New York
-$78.7M
5
American Century Companies
American Century Companies
Missouri
-$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
726
UMB Bank
Missouri
$632K -$62K -256 -9%
FCCM
727
First City Capital Management
Georgia
$632K -$96.9K -400 -13%
HT
728
HighTower Trust
Texas
$623K +$366K +1,516 +142%
BWAM
729
Boyd Watterson Asset Management
Ohio
$614K -$1.94K -8 -0.3%
SAM
730
Smithbridge Asset Management
Pennsylvania
$613K +$613K +2,528 New
AUB
731
Atlantic Union Bankshares
Virginia
$611K -$206K -850 -25%
TFA
732
Toth Financial Advisory
Virginia
$608K +$544K +2,245 +850%
TRCT
733
Tower Research Capital (TRC)
New York
$603K -$2.34M -9,655 -79%
BFA
734
Beacon Financial Advisory
Ohio
$601K +$727 +3 +0.1%
BBNB
735
Baker Boyer National Bank
Washington
$599K +$7.27K +30 +1%
CCA
736
Checchi Capital Advisers
California
$599K +$16.7K +69 +3%
CS
737
Crescent Sterling
Louisiana
$586K +$586K +2,418 New
CAN
738
Claraphi Advisory Network
United States
$585K +$323K +1,334 +124%
IFWM
739
Institute for Wealth Management
Colorado
$583K – – –
BHC
740
Bowen Hanes & Co
Florida
$581K – – –
DIA
741
Dean Investment Associates
Ohio
$579K -$242 -1 -0%
TC
742
Trust Company
Kansas
$578K +$156K +646 +37%
RWA
743
Ropes Wealth Advisors
Massachusetts
$575K -$3.63K -15 -0.6%
LAM
744
Lakewood Asset Management
Illinois
$574K +$574K +2,367 New
BFG
745
Beacon Financial Group
Texas
$573K +$6.55K +27 +1%
GVAG
746
Great Valley Advisor Group
Delaware
$569K -$3.39K -14 -0.6%
SF
747
Symphony Financial
Texas
$568K +$568K +2,363 New
EWM
748
Empirical Wealth Management
Washington
$568K +$49.2K +203 +9%
BIA
749
Beacon Investment Advisors
Maryland
$566K +$566K +2,334 New
PCH
750
PGIM Custom Harvest
New Jersey
$563K +$563K +2,323 New
28 29
30
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