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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
CL
751
CPWM LLC
Washington
$620K -$5.12K -20 -0.8%
SBL
752
Sargent Bickham Lagudis
Colorado
$619K +$47.1K +184 +8%
SG
753
StoneX Group
New York
$616K -$6.14K -24 -0.9%
FWM
754
Frontier Wealth Management
Missouri
$610K +$99.7K +390 +18%
Nomura Holdings
755
Nomura Holdings
Japan
$610K +$248K +969 +63%
FFG
756
Fortem Financial Group
California
$608K +$19.4K +76 +3%
E
757
Ergoteles
New York
$605K -$10.1M -39,434 -94%
CCP
758
Corient Capital Partners
California
$601K +$32.5K +127 +5%
Group One Trading
759
Group One Trading
Illinois
$599K -$894K -3,496 -59%
WR
760
WD Rutherford
Oregon
$599K +$40.9K +160 +7%
ISWM
761
Independent Solutions Wealth Management
New York
$597K +$37.8K +148 +6%
MA
762
Mutual Advisors
Nebraska
$593K +$8.7K +34 +1%
AIL
763
AGF Investments LLC
Ontario, Canada
$589K +$342K +1,338 +124%
PK
764
Pflug Koory
Nebraska
$588K +$38.4K +150 +7%
BHC
765
Bowen Hanes & Co
Florida
$585K
BJL
766
Brighton Jones LLC
Washington
$584K +$256 +1 +0%
MWM
767
Meridian Wealth Management
Kentucky
$581K +$609K +2,383 New
ACS
768
Archford Capital Strategies
Illinois
$579K -$969K -3,788 -61%
WT
769
Whittier Trust
California
$576K
BAM
770
Belpointe Asset Management
Nevada
$575K -$678K -2,650 -53%
IFWM
771
Institute for Wealth Management
Colorado
$574K
PFM
772
Parsec Financial Management
North Carolina
$573K +$26.9K +105 +5%
IAIM
773
International Assets Investment Management
Florida
$570K -$499K -1,951 -45%
BBNB
774
Baker Boyer National Bank
Washington
$570K +$753K +2,944 New
CAM
775
Cozad Asset Management
Illinois
$569K

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.