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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
TC
851
TownSquare Capital
Utah
$395K
NHC
852
Nicholas Hoffman & Company
Georgia
$392K +$511 +2 +0.1%
RFA
853
Reilly Financial Advisors
California
$392K +$360K +1,408 +700%
HGWM
854
Horst & Graben Wealth Management
Oregon
$390K
EM
855
Excalibur Management
Massachusetts
$389K -$315K -1,230 -44%
GT
856
Glenview Trust
Kentucky
$389K +$25.8K +101 +7%
FT
857
Fiduciary Trust
Massachusetts
$386K -$15.6K -61 -4%
SSWG
858
Seven Springs Wealth Group
Tennessee
$385K -$34.3K -134 -8%
AA
859
Ancora Advisors
Ohio
$384K +$76.7K +300 +24%
VHAM
860
Van Hulzen Asset Management
California
$383K +$16.6K +65 +4%
NICM
861
Neo Ivy Capital Management
New York
$381K -$424K -1,658 -51%
BCP
862
Blue Chip Partners
Michigan
$381K +$2.05K +8 +0.5%
LB
863
Legacy Bridge
Iowa
$378K +$16.6K +65 +4%
RE
864
RBC Europe
United Kingdom
$376K
CP
865
Covenant Partners
Tennessee
$375K
MLIC
866
Mandatum Life Insurance Company
Finland
$373K +$58.8K +230 +18%
HIA
867
Harbor Investment Advisory
Maryland
$372K -$2.3K -9 -0.6%
SIM
868
Sentry Investment Management
Wisconsin
$372K
CCM
869
Crossvault Capital Management
Texas
$371K
SF
870
Synovus Financial
Georgia
$370K -$4.86K -19 -1%
CGL
871
Clarius Group LLC
Washington
$370K +$4.35K +17 +1%
CRI
872
Colonial River Investments
Virginia
$369K -$2.56K -10 -0.7%
ACM
873
Alethea Capital Management
Washington
$366K -$219K -856 -36%
AB
874
Atlas Brown
Kentucky
$366K
IC
875
IEQ Capital
California
$366K +$43.7K +171 +13%

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.