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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
BCP
826
Blue Chip Partners
Michigan
$357K +$7.03K +30 +2%
SSWG
827
Seven Springs Wealth Group
Tennessee
$355K
ACA
828
Atlas Capital Advisors
Wyoming
$354K -$38.2K -163 -9%
PWLP
829
Prio Wealth Limited Partnership
Massachusetts
$354K -$23.4K -100 -6%
AA
830
Ancora Advisors
Ohio
$354K
AA
831
ALPS Advisors
Colorado
$352K +$69.6K +297 +23%
LNC
832
Lincoln National Corp
Pennsylvania
$350K +$24.8K +106 +7%
CG
833
Caprock Group
Idaho
$348K -$30K -128 -8%
LB
834
Legacy Bridge
Iowa
$348K
CGL
835
Clarius Group LLC
Washington
$348K +$7.97K +34 +2%
SF
836
Synovus Financial
Georgia
$345K +$3.52K +15 +1%
MLIC
837
Mandatum Life Insurance Company
Finland
$344K +$1.41K +6 +0.4%
HIA
838
Harbor Investment Advisory
Maryland
$343K
IP
839
Innovative Portfolios
Indiana
$343K +$109K +465 +42%
GT
840
Glenview Trust
Kentucky
$342K -$16.4K -70 -4%
ATIA
841
American Trust Investment Advisors
New Hampshire
$341K +$5.86K +25 +2%
SWM
842
SeaCrest Wealth Management
New York
$339K +$53.2K +227 +18%
ACM
843
Alethea Capital Management
Washington
$337K
AB
844
Atlas Brown
Kentucky
$337K
IFG
845
Independent Financial Group
California
$336K +$32.6K +139 +10%
MG
846
Mather Group
Illinois
$336K -$29.5K -126 -8%
CP
847
Covenant Partners
Tennessee
$334K -$11.7K -50 -3%
FT
848
Fiduciary Trust
Massachusetts
$333K -$23.4K -100 -6%
CLOS
849
Compagnie Lombard Odier SCmA
Switzerland
$332K +$98.4K +420 +40%
FPB
850
First PREMIER Bank
South Dakota
$331K

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.