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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
FFG
776
Fortem Financial Group
California
$469K -$74.5K -327 -13%
MMG
777
Monetary Management Group
Missouri
$466K
RWA
778
River Wealth Advisors
Pennsylvania
$464K +$23.7K +104 +5%
HCM
779
HMS Capital Management
Tennessee
$463K -$29.2K -128 -6%
PTC
780
Philadelphia Trust Company
Pennsylvania
$462K
HC
781
Hendley & Co
Ohio
$459K
CWM
782
Concentric Wealth Management
California
$458K -$39.9K -175 -8%
HTC
783
Haverford Trust Company
Pennsylvania
$456K -$44.7K -196 -9%
WT
784
Washington Trust
Rhode Island
$456K
WB
785
WesBanco Bank
West Virginia
$454K -$1.78M -7,816 -79%
FCFC
786
First Commonwealth Financial Corp
Pennsylvania
$454K -$456 -2 -0.1%
SLA
787
Silver Lake Advisory
Utah
$451K +$2.51K +11 +0.5%
BWAM
788
Boyd Watterson Asset Management
Ohio
$451K +$266K +1,169 +130%
SFS
789
Stiles Financial Services
Minnesota
$450K +$470K +2,064 New
IC
790
IEQ Capital
California
$449K -$87.9K -386 -16%
IAP
791
Indie Asset Partners
Indiana
$449K +$48.3K +212 +11%
S
792
SignatureFD
Georgia
$448K -$479K -2,103 -51%
JSL
793
JT Stratford LLC
Georgia
$443K +$211K +928 +84%
BS
794
Boenning & Scattergood
Pennsylvania
$443K +$463K +2,033 New
CAM
795
Cozad Asset Management
Illinois
$441K -$71.5K -314 -13%
MM
796
MQS Management
New York
$439K +$459K +2,014 New
VAS
797
Vestmark Advisory Solutions
Massachusetts
$438K -$32.1K -141 -7%
SIC
798
SJS Investment Consulting
Ohio
$437K +$456K +2,003 New
MCM
799
Mill Capital Management
North Carolina
$436K +$455K +1,999 New
SBH
800
Segall Bryant & Hamill
Illinois
$434K +$235K +1,030 +108%

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.