We are live on ! Find out more

1,258 hedge funds and large institutions have $24.9B invested in Cummins in 2021 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 427 increasing their positions, 440 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 80

7% more funds holding

Funds holding: 1,1751,258 (+83)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.85% less ownership

Funds ownership: 80.92%80.06% (-0.85%)

3% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 440

5% less capital invested

Capital invested by funds: $26.1B → $24.9B (-$1.21B)

32% less call options, than puts

Call options by funds: $250M | Put options by funds: $366M

Holders
1,258
Holders Change
+83
Holders Change %
+7.06%
% of All Funds
19.36%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
180
Increased
427
Reduced
440
Closed
80
Calls
$250M
Puts
$366M
Net Calls
-$115M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IRF
751
IBM Retirement Fund
New York
$520K -$400K -1,756 -42%
VVP
752
Venture Visionary Partners
Ohio
$517K +$70.9K +311 +15%
YIH
753
Y-Intercept (HK)
Hong Kong
$517K +$540K +2,371 New
TAIM
754
TD Ameritrade Investment Management
Nebraska
$515K -$24.4K -107 -4%
WT
755
Whittier Trust
California
$515K
MA
756
Mutual Advisors
Nebraska
$515K +$82.5K +362 +18%
WWM
757
Windsor Wealth Management
Indiana
$514K -$165K -723 -24%
CCP
758
Corient Capital Partners
California
$514K -$5.92K -26 -1%
PFM
759
Parsec Financial Management
North Carolina
$513K
BJL
760
Brighton Jones LLC
Washington
$502K -$25.3K -111 -5%
IFWM
761
Institute for Wealth Management
Colorado
$502K -$6.61K -29 -1%
VI
762
Vestcor Inc
New Brunswick, Canada
$500K -$1.19M -5,230 -70%
ACS
763
Archford Capital Strategies
Illinois
$498K -$798K -3,503 -61%
BFG
764
Beacon Financial Group
Texas
$498K +$3.65K +16 +0.7%
PK
765
Pflug Koory
Nebraska
$494K
EWM
766
EPG Wealth Management
Georgia
$491K +$5.92K +26 +1%
EF
767
Empirical Finance
Pennsylvania
$491K +$85.9K +377 +20%
MAM
768
Morse Asset Management
Connecticut
$485K -$569K -2,497 -53%
DT
769
Diversified Trust
Tennessee
$485K -$313K -1,374 -38%
CCA
770
Checchi Capital Advisers
California
$480K +$5.7K +25 +1%
MIA
771
MainStreet Investment Advisors
Illinois
$479K +$501K +2,197 New
GVAG
772
Great Valley Advisor Group
Delaware
$478K -$37.1K -163 -7%
CC
773
Centiva Capital
New York
$476K +$498K +2,184 New
EM
774
ELCO Management
New York
$474K -$171K -750 -26%
NERM
775
New England Research & Management
Illinois
$473K -$463K -2,030 -48%

CMI Hedge Fund Activity: Q4 2021 in Review

1,258 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q4 2021, worth a combined $24.9B — down 4.6% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 180 funds opened new CMI positions and 80 closed out — a net gain of 100 holders — while 427 added to existing stakes and 440 trimmed.

The largest buyer was Ameriprise, adding an estimated $96.8M. The largest seller was Capital Research Global Investors, cutting an estimated $123M.

  • 1,258 institutional investors held Cummins (CMI) as of Q4 2021, up from 1,175 in Q3 2021.
  • Funds reported $24.9B of Cummins stock for Q4 2021, down 4.6% quarter-over-quarter.
  • 180 funds opened new Cummins positions in Q4 2021 and 80 closed out, a net change of +100 holders.
  • The largest Cummins buyer in Q4 2021 was Ameriprise, an estimated $96.8M added.
  • The largest Cummins seller in Q4 2021 was Capital Research Global Investors, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2021.