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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
PHS
951
Pekin Hardy Strauss
Illinois
$225K
FGAM
952
Financial Gravity Asset Management
Texas
$225K +$2.34K +10 +29%
WA
953
WestEnd Advisors
North Carolina
$224K
CFGS
954
Concourse Financial Group Securities
Alabama
$224K +$24.8K +106 +12%
TC
955
Telemus Capital
Michigan
$221K -$7.03K -30 -3%
SIM
956
SSI Investment Management
California
$221K
MA
957
MJP Associates
Connecticut
$219K -$3.28K -14 -1%
LPT
958
Legacy Private Trust
Wisconsin
$219K
SCM
959
Shelton Capital Management
Colorado
$219K
HI
960
Horizon Investments
North Carolina
$219K +$9.37K +40 +4%
IA
961
Insight Advisors
Pennsylvania
$219K +$218K +931 New
SMC
962
Smith, Moore & Co
Missouri
$219K +$229K +977 New
DIA
963
Dean Investment Associates
Ohio
$217K
WKWM
964
Walter & Keenan Wealth Management
Indiana
$217K +$5.86K +25 +3%
MIM
965
Marco Investment Management
Georgia
$215K
SBH
966
Segall Bryant & Hamill
Illinois
$214K -$36.6K -156 -14%
CPA
967
Court Place Advisors
Maryland
$214K
First Manhattan
968
First Manhattan
New York
$214K
KWM
969
Keebeck Wealth Management
Illinois
$214K
BL
970
Balentine LLC
Georgia
$214K +$223K +951 New
FEM
971
Fulcrum Equity Management
Texas
$211K -$9.37K -40 -4%
GF
972
Gabelli Funds
New York
$210K -$2.96M -12,614 -93%
AF
973
Advisornet Financial
Minnesota
$210K -$492K -2,101 -69%
KC
974
Knuff & Co
California
$209K
RR
975
Robotti Robert
$209K

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.