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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
MWPCG
851
Measured Wealth Private Client Group
New Hampshire
$329K -$37.7K -161 -10%
DAS
852
Dynamic Advisor Solutions
Arizona
$329K +$3.52K +15 +1%
CB
853
Cadence Bank
Mississippi
$327K
GIA
854
Gladstone Institutional Advisory
Florida
$324K +$20.2K +86 +6%
SWA
855
Sutton Wealth Advisors
Florida
$321K +$234 +1 +0.1%
SIM
856
Stratos Investment Management
Ohio
$320K +$31.6K +135 +10%
CTA
857
Chesley Taft & Associates
Illinois
$319K +$30.5K +130 +10%
ACP
858
Aviance Capital Partners
Florida
$319K +$48.5K +207 +17%
BAS
859
Brown Advisory Securities
Maryland
$319K +$331K +1,413 New
KA
860
Kovack Advisors
Florida
$318K -$6.09K -26 -2%
EWM
861
Evercore Wealth Management
New York
$318K
SYBT
862
Stock Yards Bank & Trust
Kentucky
$317K
Jones Financial Companies
863
Jones Financial Companies
Missouri
$317K +$18.3K +78 +6%
RE
864
RBC Europe
United Kingdom
$317K -$31.2K -133 -9%
AAM
865
Autus Asset Management
Arizona
$315K
WAM
866
Wallington Asset Management
Indiana
$314K
BP
867
Ballentine Partners
Massachusetts
$313K +$3.75K +16 +1%
CFD
868
Creative Financial Designs
Indiana
$312K -$23.4K -100 -7%
MA
869
MUFG Americas
New York
$312K +$5.86K +25 +2%
HIIFS
870
Harel Insurance Investments & Financial Services
Israel
$311K -$1.09M -4,642 -77%
FWM
871
Focused Wealth Management
New York
$311K +$234 +1 +0.1%
JFA
872
Johanson Financial Advisors
California
$309K +$18.3K +78 +6%
QCIG
873
Quad-Cities Investment Group
Iowa
$309K +$20.9K +89 +7%
WPP
874
Whalerock Point Partners
Rhode Island
$308K
DBIA
875
Dumont & Blake Investment Advisors
New Jersey
$307K +$14.1K +60 +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.