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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
VNA
951
Valley National Advisers
Pennsylvania
$267K +$191K +839 +218%
KFP
952
KB Financial Partners
New Jersey
$265K +$277K +1,217 New
IAIM
953
Industrial Alliance Investment Management
Quebec, Canada
$264K +$276K +1,212 New
FAM
954
Fenimore Asset Management
New York
$262K
ZF
955
Zhang Financial
Michigan
$262K +$911 +4 +0.3%
DA
956
Detalus Advisors
Missouri
$262K +$273K +1,200 New
IWA
957
Intercontinental Wealth Advisors
Texas
$260K
NF
958
Norwood Financial
Pennsylvania
$260K +$272K +1,195 New
WS
959
Wedbush Securities
California
$258K -$11.4K -50 -4%
APP
960
Avantax Planning Partners
Iowa
$257K +$11.8K +52 +5%
PLFAM
961
Pineno Levin & Ford Asset Management
Virginia
$254K
MSAM
962
Moloney Securities Asset Management
Missouri
$254K +$11.4K +50 +4%
PWP
963
Perfromance Wealth Partners
Illinois
$254K +$265K +1,163 New
SMH
964
Sanders Morris Harris
Texas
$253K
HIIFS
965
Harel Insurance Investments & Financial Services
Israel
$252K -$52.4K -230 -17%
TMAM
966
Tokio Marine Asset Management
Japan
$251K +$27.6K +121 +12%
CDH
967
Charles D. Hyman
$250K
KMC
968
Kirr Marbach & Co
Indiana
$249K
WW
969
Waterfront Wealth
Kansas
$246K -$228 -1 -0.1%
GF
970
Gabelli Funds
New York
$246K +$44K +193 +21%
SWM
971
SeaCrest Wealth Management
New York
$245K -$87.7K -385 -25%
ECM
972
Evergreen Capital Management
Washington
$245K -$4.33K -19 -2%
MWM
973
Mattern Wealth Management
Kansas
$245K
SAM
974
S.A. Mason
Michigan
$245K
SIA
975
SkyView Investment Advisors
New Jersey
$245K +$3.68M +16,142 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.