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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
PFS
826
Prospera Financial Services
Texas
$445K -$21K -82 -4%
VCM
827
Vigilant Capital Management
Maine
$442K +$4.09K +16 +0.9%
DWM
828
Dorchester Wealth Management
Quebec, Canada
$439K
KPW
829
Kore Private Wealth
New York
$435K -$36.8K -144 -7%
EF
830
Empirical Finance
Pennsylvania
$432K -$2.26M -8,851 -83%
FPCG
831
Fort Pitt Capital Group
Pennsylvania
$432K +$11.8K +46 +3%
ALAM
832
Asahi Life Asset Management
Japan
$432K +$453K +1,770 New
LIM
833
Longfellow Investment Management
Massachusetts
$430K -$215K -842 -32%
ACA
834
Atlas Capital Advisors
Wyoming
$424K -$46K -180 -9%
CGA
835
Crescent Grove Advisors
Illinois
$424K +$445K +1,741 New
ACM
836
AlphaStar Capital Management
North Carolina
$422K +$2.3K +9 +0.5%
LWP
837
Legacy Wealth Planning
Nevada
$421K
TSW
838
Thompson Siegel & Walmsley
Virginia
$419K -$40.2K -157 -8%
JIC
839
Joel Isaacson & Co
New York
$417K
Koshinski Asset Management
840
Koshinski Asset Management
Illinois
$416K -$8.7K -34 -2%
CAC
841
Certified Advisory Corp
Florida
$414K +$256 +1 +0.1%
FMB
842
Field & Main Bank
Kentucky
$411K +$84.4K +330 +24%
IAS
843
Investment Advisory Services
Texas
$410K +$430K +1,680 New
CG
844
Caprock Group
Idaho
$409K -$36.8K -144 -8%
PWLP
845
Prio Wealth Limited Partnership
Massachusetts
$409K +$79.3K +310 +23%
DWM
846
Doyle Wealth Management
Florida
$406K
EWM
847
Evermay Wealth Management
Virginia
$405K
MMG
848
Monetary Management Group
Missouri
$399K +$76.7K +300 +22%
MWPCG
849
Measured Wealth Private Client Group
New Hampshire
$397K +$104K +407 +33%
MG
850
Mather Group
Illinois
$395K -$30.9K -121 -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.