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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
CP
801
Castleview Partners
Texas
$495K +$520K +2,032 New
RWA
802
River Wealth Advisors
Pennsylvania
$494K +$11.8K +46 +2%
HC
803
Hendley & Co
Ohio
$488K
ADL
804
Asset Dedication LLC
California
$486K +$79.8K +312 +19%
RCAG
805
Rehmann Capital Advisory Group
Michigan
$486K -$8.7K -34 -2%
HT
806
Heritage Trust
Oklahoma
$484K -$8.18K -32 -2%
ESB
807
Essex Savings Bank
Connecticut
$479K +$26.3K +103 +6%
SIM
808
Sonora Investment Management
Arizona
$477K
GHA
809
GW Henssler & Associates
Georgia
$473K +$161K +631 +48%
ZCA
810
Zeke Capital Advisors
Pennsylvania
$471K
CAN
811
Claraphi Advisory Network
United States
$468K
EWM
812
EPG Wealth Management
Georgia
$467K +$3.84K +15 +0.8%
PH
813
Pinnacle Holdings
Oklahoma
$467K -$15.3K -60 -3%
NQWM
814
Northwest Quadrant Wealth Management
Oregon
$466K +$1.28K +5 +0.3%
FTDI
815
First Trust Direct Indexing
Massachusetts
$464K +$486K +1,901 New
FCFC
816
First Citizens Financial Corp
Iowa
$463K
WDA
817
Wendell David Associates
New Hampshire
$463K
AWA
818
Arkadios Wealth Advisors
Georgia
$462K +$110K +430 +29%
1SB
819
1ST Source Bank
Indiana
$461K +$10.2K +40 +2%
CA
820
Calton & Associates
Florida
$460K -$10.7K -42 -2%
CWM
821
Circle Wealth Management
New Jersey
$451K +$4.09K +16 +0.9%
IAP
822
Indie Asset Partners
Indiana
$450K +$19.2K +75 +4%
OIM
823
Oder Investment Management
California
$448K
VAS
824
Vestmark Advisory Solutions
Massachusetts
$445K -$467K -1,828 -50%
PIM
825
Penobscot Investment Management
Massachusetts
$445K -$35.3K -138 -7%

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.