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1,176 hedge funds and large institutions have $26.1B invested in Cummins in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 495 increasing their positions, 392 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 392

0.73% more ownership

Funds ownership: 80.19%80.92% (+0.73%)

4% less funds holding

Funds holding: 1,2251,176 (-49)

9% less capital invested

Capital invested by funds: $28.5B → $26.1B (-$2.44B)

33% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 107

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

38% less call options, than puts

Call options by funds: $220M | Put options by funds: $353M

Holders
1,176
Holders Change
-49
Holders Change %
-4%
% of All Funds
20.58%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.12%
New
72
Increased
495
Reduced
392
Closed
107
Calls
$220M
Puts
$353M
Net Calls
-$133M
Net Calls Change
-$85.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LWP
801
Legacy Wealth Planning
Nevada
$388K
USCWA
802
U.S. Capital Wealth Advisors
Texas
$388K +$405K +1,726 New
CP
803
Camelot Portfolios
Ohio
$387K -$226K -965 -36%
BOH
804
Bank of Hawaii
Hawaii
$387K -$74.3K -317 -16%
FMB
805
Field & Main Bank
Kentucky
$387K +$9.37K +40 +2%
AC
806
Allstate Corporation
Illinois
$386K -$97.3K -415 -19%
TSW
807
Thompson Siegel & Walmsley
Virginia
$386K
JIC
808
Joel Isaacson & Co
New York
$384K
FPS
809
Fieldpoint Private Securities
Connecticut
$383K +$67.7K +289 +20%
PIM
810
Penobscot Investment Management
Massachusetts
$379K -$31.6K -135 -7%
FTDI
811
First Trust Direct Indexing
Massachusetts
$374K -$55.8K -238 -13%
TC
812
TownSquare Capital
Utah
$374K -$1.17K -5 -0.3%
DWM
813
Doyle Wealth Management
Florida
$374K
ATC
814
Argent Trust Co
Tennessee
$374K +$83K +354 +27%
EWM
815
Evermay Wealth Management
Virginia
$373K
PTC
816
Private Trust Company
Ohio
$371K +$173K +740 +81%
FI
817
Fosun International
China
$369K -$445K -1,900 -54%
RFA
818
Reilly Financial Advisors
California
$361K
NHC
819
Nicholas Hoffman & Company
Georgia
$361K +$703 +3 +0.2%
CCM
820
Crossvault Capital Management
Texas
$359K
HGWM
821
Horst & Graben Wealth Management
Oregon
$359K
AO
822
Advisor OS
Illinois
$359K +$54.4K +232 +17%
EH
823
Equitable Holdings
New York
$359K +$78.5K +335 +26%
EM
824
Excalibur Management
Massachusetts
$358K
IAS
825
Investment Advisory Services
Texas
$357K -$20.9K -89 -5%

CMI Hedge Fund Activity: Q3 2021 in Review

1,176 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q3 2021, worth a combined $26.1B — down 8.6% from $28.5B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of CMI and 72 opened new positions — a net loss of 35 holders — while 392 trimmed existing stakes and 495 added.

The largest buyer was Public Investment Fund, opening a new position worth an estimated $422M. The largest seller was T. Rowe Price Associates, cutting an estimated $484M.

  • 1,176 institutional investors held Cummins (CMI) as of Q3 2021, down from 1,225 in Q2 2021.
  • Funds reported $26.1B of Cummins stock for Q3 2021, down 8.6% quarter-over-quarter.
  • 72 funds opened new Cummins positions in Q3 2021 and 107 closed out, a net change of -35 holders.
  • The largest Cummins buyer in Q3 2021 was Public Investment Fund, an estimated $422M added.
  • The largest Cummins seller in Q3 2021 was T. Rowe Price Associates, an estimated $484M sold.

Based on aggregated 13F filings for Q3 2021.