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1,207 hedge funds and large institutions have $23.6B invested in Cummins in 2022 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 496 increasing their positions, 370 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more funds holding in top 10

Funds holding in top 10: 511 (+6)

34% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 370

31% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 88

6% more capital invested

Capital invested by funds: $22.1B → $23.6B (+$1.43B)

1.33% more ownership

Funds ownership: 80.9%82.23% (+1.3%)

1% more funds holding

Funds holding: 1,1971,207 (+10)

0% more call options, than puts

Call options by funds: $371M | Put options by funds: $370M

Holders
1,207
Holders Change
+10
Holders Change %
+0.84%
% of All Funds
20.79%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.19%
New
115
Increased
496
Reduced
370
Closed
88
Calls
$371M
Puts
$370M
Net Calls
+$1.56M
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
MPI
951
Mairs & Power Inc
Minnesota
$237K
PCA
952
Personal Capital Advisors
California
$237K
PTC
953
Petrus Trust Company
Texas
$237K +$247K +1,163 New
NC
954
NovaPoint Capital
Georgia
$237K +$248K +1,166 New
SMH
955
Sanders Morris Harris
Texas
$236K
ACM
956
AlphaStar Capital Management
North Carolina
$235K -$27.4K -129 -10%
CW
957
CreativeOne Wealth
Kansas
$235K +$5.96K +28 +2%
FIM
958
Freedom Investment Management
Connecticut
$235K -$146K -684 -37%
DWA
959
Douglass Winthrop Advisors
New York
$234K
CDH
960
Charles D. Hyman
$233K
VCM
961
Vivaldi Capital Management
Illinois
$233K +$1.49K +7 +0.7%
Jones Financial Companies
962
Jones Financial Companies
Missouri
$233K +$95.3K +448 +64%
FCH
963
Freestone Capital Holdings
Washington
$231K -$430K -2,021 -64%
KWS
964
Keystone Wealth Services
California
$231K +$1.7K +8 +0.7%
PTC
965
Philadelphia Trust Company
Pennsylvania
$230K
MCM
966
Manchester Capital Management
Vermont
$230K +$64K +301 +36%
LFG
967
Larson Financial Group
Missouri
$230K +$131K +614 +119%
MAM
968
MMA Asset Management
Pennsylvania
$230K +$241K +1,131 New
SAM
969
S.A. Mason
Michigan
$229K
CW
970
Connectus Wealth
Ohio
$227K -$250K -1,175 -51%
CL
971
CPWM LLC
Washington
$227K -$10.6K -50 -4%
CPA
972
Cardiff Park Advisors
California
$226K -$851 -4 -0.4%
FTC
973
Farmers Trust Company
Ohio
$226K -$638 -3 -0.3%
MTIC
974
Missouri Trust & Investment Company
Missouri
$226K +$42.6K +200 +22%
HWA
975
Heartwood Wealth Advisors
Virginia
$224K

CMI Hedge Fund Activity: Q3 2022 in Review

1,207 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q3 2022, worth a combined $23.6B — up 6.5% from $22.1B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new CMI positions and 88 closed out — a net gain of 27 holders — while 496 added to existing stakes and 370 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $316M. The largest seller was BlackRock, cutting an estimated $133M.

  • 1,207 institutional investors held Cummins (CMI) as of Q3 2022, up from 1,197 in Q2 2022.
  • Funds reported $23.6B of Cummins stock for Q3 2022, up 6.5% quarter-over-quarter.
  • 115 funds opened new Cummins positions in Q3 2022 and 88 closed out, a net change of +27 holders.
  • The largest Cummins buyer in Q3 2022 was T. Rowe Price Associates, an estimated $316M added.
  • The largest Cummins seller in Q3 2022 was BlackRock, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2022.