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1,258 hedge funds and large institutions have $24.9B invested in Cummins in 2021 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 427 increasing their positions, 440 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 80

7% more funds holding

Funds holding: 1,1751,258 (+83)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.85% less ownership

Funds ownership: 80.92%80.06% (-0.85%)

3% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 440

5% less capital invested

Capital invested by funds: $26.1B → $24.9B (-$1.21B)

32% less call options, than puts

Call options by funds: $250M | Put options by funds: $366M

Holders
1,258
Holders Change
+83
Holders Change %
+7.06%
% of All Funds
19.36%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
180
Increased
427
Reduced
440
Closed
80
Calls
$250M
Puts
$366M
Net Calls
-$115M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CCB
901
Cutter & Co Brokerage
Missouri
$312K +$40.1K +176 +14%
CGA
902
Crescent Grove Advisors
Illinois
$311K +$325K +1,425 New
SWA
903
Sutton Wealth Advisors
Florida
$311K -$684 -3 -0.2%
ACP
904
Aviance Capital Partners
Florida
$310K
CTA
905
Chesley Taft & Associates
Illinois
$310K
JFA
906
Johanson Financial Advisors
California
$310K +$9.8K +43 +3%
EWM
907
Evercore Wealth Management
New York
$309K
WAM
908
Wallington Asset Management
Indiana
$305K
ER
909
Enlightenment Research
Florida
$305K +$319K +1,400 New
TLP
910
Trinity Legacy Partners
Texas
$304K -$166K -728 -34%
FWM
911
Focused Wealth Management
New York
$303K +$228 +1 +0.1%
DBIA
912
Dumont & Blake Investment Advisors
New Jersey
$303K +$4.79K +21 +2%
NIM
913
NuWave Investment Management
New Jersey
$303K +$316K +1,389 New
HCP
914
Hexagon Capital Partners
Arkansas
$300K +$213K +934 +212%
SWM
915
Shelton Wealth Management
Texas
$300K +$313K +1,374 New
WPP
916
Whalerock Point Partners
Rhode Island
$299K
PWLP
917
Prio Wealth Limited Partnership
Massachusetts
$298K -$47.8K -210 -13%
IFG
918
Independent Financial Group
California
$297K -$30.8K -135 -9%
WCM
919
WealthBridge Capital Management
Ohio
$296K
AAM
920
Autus Asset Management
Arizona
$295K -$11.4K -50 -4%
RE
921
RBC Europe
United Kingdom
$294K -$13.7K -60 -4%
DWT
922
Dorsey & Whitney Trust
South Dakota
$292K +$23.9K +105 +8%
WS
923
Wela Strategies
Georgia
$291K +$7.29K +32 +2%
DTC
924
Davidson Trust Company
Washington
$291K +$18.9K +83 +7%
EWS
925
Evergreen Wealth Solutions
Pennsylvania
$291K +$304K +1,335 New

CMI Hedge Fund Activity: Q4 2021 in Review

1,258 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q4 2021, worth a combined $24.9B — down 4.6% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 180 funds opened new CMI positions and 80 closed out — a net gain of 100 holders — while 427 added to existing stakes and 440 trimmed.

The largest buyer was Ameriprise, adding an estimated $96.8M. The largest seller was Capital Research Global Investors, cutting an estimated $123M.

  • 1,258 institutional investors held Cummins (CMI) as of Q4 2021, up from 1,175 in Q3 2021.
  • Funds reported $24.9B of Cummins stock for Q4 2021, down 4.6% quarter-over-quarter.
  • 180 funds opened new Cummins positions in Q4 2021 and 80 closed out, a net change of +100 holders.
  • The largest Cummins buyer in Q4 2021 was Ameriprise, an estimated $96.8M added.
  • The largest Cummins seller in Q4 2021 was Capital Research Global Investors, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2021.