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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
MSAM
926
Moloney Securities Asset Management
Missouri
$251K -$11.7K -50 -4%
CW
927
CreativeOne Wealth
Kansas
$250K -$57.9K -247 -18%
HC
928
Hoese & Co
Minnesota
$249K
JSL
929
JT Stratford LLC
Georgia
$248K +$21.8K +93 +9%
PAM
930
Paradigm Asset Management
New York
$247K -$23.4K -100 -8%
1832 Asset Management
931
1832 Asset Management
Ontario, Canada
$245K +$248K +1,057 New
GRP
932
Global Retirement Partners
California
$243K -$21.1K -90 -8%
BRWM
933
B. Riley Wealth Management
Tennessee
$241K +$251K +1,071 New
OAM
934
Oak Asset Management
California
$240K
VCM
935
Vivaldi Capital Management
Illinois
$237K
ECM
936
EagleClaw Capital Management
Massachusetts
$236K -$93.7K -400 -28%
CI
937
Clal Insurance
Israel
$236K
CF
938
Centaurus Financial
California
$235K +$11.7K +50 +5%
TWI
939
Thomas White International
Illinois
$234K
LWAC
940
Laurel Wealth Advisors (California)
California
$233K -$1.17K -5 -0.5%
DAC
941
Dividend Assets Capital
South Carolina
$233K +$21.6K +92 +10%
TMAM
942
Tokio Marine Asset Management
Japan
$231K +$18K +77 +8%
TA
943
Tiedemann Advisors
New York
$229K -$6.8K -29 -3%
LOPW
944
Live Oak Private Wealth
North Carolina
$229K
WANY
945
Wealthspire Advisors (New York)
New York
$229K +$239K +1,019 New
PCMC
946
Paragon Capital Management (Colorado)
Colorado
$227K +$234 +1 +0.1%
SFP
947
Shepherd Financial Partners
Massachusetts
$225K -$1.18M -5,024 -83%
ACG
948
Allen Capital Group
Nebraska
$225K
CA
949
Cortland Associates
Missouri
$225K
DY
950
Dowling & Yahnke
California
$225K

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.