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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
IFG
901
Independent Financial Group
California
$331K -$12K -47 -3%
JWCA
902
J.W. Cole Advisors
Florida
$331K +$25.1K +98 +8%
GIA
903
Gladstone Institutional Advisory
Florida
$331K +$85.9K +336 +33%
FPS
904
Fieldpoint Private Securities
Connecticut
$331K +$354K +1,386 +4,331%
FHB
905
First Hawaiian Bank
Hawaii
$330K -$241K -941 -41%
MS
906
Maven Securities
Jersey
$330K +$346K +1,354 New
WAP
907
Wealthcare Advisory Partners
Pennsylvania
$328K +$29.2K +114 +9%
CRCM
908
Corbett Road Capital Management
Virginia
$327K -$46.3K -181 -12%
BBA
909
BLB&B Advisors
Pennsylvania
$326K +$7.67K +30 +2%
Jones Financial Companies
910
Jones Financial Companies
Missouri
$325K +$5.88K +23 +2%
BPM
911
Bowling Portfolio Management
Ohio
$324K +$5.63K +22 +2%
PBO
912
Peoples Bank (Ohio)
Ohio
$320K +$130K +507 +63%
ATC
913
Argent Trust Co
Tennessee
$319K -$73.1K -286 -18%
DBIA
914
Dumont & Blake Investment Advisors
New Jersey
$318K +$12.8K +50 +4%
EGA
915
E&G Advisors
Texas
$317K -$332K -1,300 Closed
ECM
916
Evergreen Capital Management
Washington
$316K +$32K +125 +11%
FNT
917
First Nebraska Trust
Nebraska
$316K
CTA
918
Chesley Taft & Associates
Illinois
$315K
IWA
919
Intercontinental Wealth Advisors
Texas
$315K +$63.2K +247 +24%
QCIG
920
Quad-Cities Investment Group
Iowa
$314K +$511 +2 +0.2%
SIM
921
Stratos Investment Management
Ohio
$314K +$43K +168 +15%
SWM
922
SeaCrest Wealth Management
New York
$313K +$8.18K +32 +3%
TLP
923
Trinity Legacy Partners
Texas
$313K +$12.8K +50 +4%
JFA
924
Johanson Financial Advisors
California
$312K +$1.79K +7 +0.5%
AA
925
ALPS Advisors
Colorado
$310K

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.