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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
ATIA
876
American Trust Investment Advisors
New Hampshire
$364K -$3.84K -15 -1%
CFD
877
Creative Financial Designs
Indiana
$363K +$14.8K +58 +4%
FPB
878
First PREMIER Bank
South Dakota
$360K
SFO
879
Standard Family Office
South Dakota
$360K
DWA
880
Douglass Winthrop Advisors
New York
$357K +$80.8K +316 +27%
CB
881
Cadence Bank
Mississippi
$355K
LNC
882
Lincoln National Corp
Pennsylvania
$355K +$2.3K +9 +0.6%
ECM
883
EagleClaw Capital Management
Massachusetts
$354K -$3.07K -12 -0.8%
DAS
884
Dynamic Advisor Solutions
Arizona
$353K -$1.53K -6 -0.4%
KA
885
Kovack Advisors
Florida
$352K +$32K +125 +9%
BDF
886
Balasa Dinverno & Foltz
$350K -$7.67K -30 -2%
PMG
887
ProVise Management Group
Florida
$350K
SWA
888
Sutton Wealth Advisors
Florida
$348K
EWM
889
Evercore Wealth Management
New York
$345K -$1.28M -5,004 -78%
SYBT
890
Stock Yards Bank & Trust
Kentucky
$343K -$465K -1,817 -56%
AAM
891
Autus Asset Management
Arizona
$342K
WG
892
Winton Group
United Kingdom
$341K -$59.6K -233 -14%
WAM
893
Wallington Asset Management
Indiana
$341K
VVP
894
Venture Visionary Partners
Ohio
$339K
FWM
895
Focused Wealth Management
New York
$338K +$128K +501 +57%
BP
896
Ballentine Partners
Massachusetts
$336K +$1.79K +7 +0.5%
WPP
897
Whalerock Point Partners
Rhode Island
$335K
MA
898
MUFG Americas
New York
$333K -$300K -1,175 -46%
AO
899
Advisor OS
Illinois
$333K +$350K +1,367 New
CW
900
CreativeOne Wealth
Kansas
$332K +$108K +421 +45%

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.