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1,225 hedge funds and large institutions have $28.5B invested in Cummins in 2021 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 492 increasing their positions, 417 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 492 | Existing positions reduced: 417

3% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 93

0.55% less ownership

Funds ownership: 80.74%80.19% (-0.55%)

1% less funds holding

Funds holding: 1,2331,225 (-8)

8% less capital invested

Capital invested by funds: $30.9B → $28.5B (-$2.4B)

18% less call options, than puts

Call options by funds: $212M | Put options by funds: $259M

39% less funds holding in top 10

Funds holding in top 10: 1811 (-7)

Holders
1,225
Holders Change
-8
Holders Change %
-0.65%
% of All Funds
21.32%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.19%
New
96
Increased
492
Reduced
417
Closed
93
Calls
$212M
Puts
$259M
Net Calls
-$47.4M
Net Calls Change
-$68.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
976
C.M. Bidwell & Associates
Hawaii
$254K +$15.3K +60 +6%
WCM
977
WealthBridge Capital Management
Ohio
$252K
RIA
978
Regal Investment Advisors
Michigan
$252K +$264K +1,032 New
VCM
979
Vivaldi Capital Management
Illinois
$251K -$4.35K -17 -2%
LOPW
980
Live Oak Private Wealth
North Carolina
$248K +$4.86K +19 +2%
Lido Advisors
981
Lido Advisors
California
$247K -$184K -721 -42%
ATC
982
Adirondack Trust Company
New York
$247K
TC
983
Telemus Capital
Michigan
$247K +$1.28K +5 +0.5%
OIA
984
OneDigital Investment Advisors
Kansas
$246K -$310K -1,213 -55%
PCMC
985
Paragon Capital Management (Colorado)
Colorado
$246K -$20.2K -79 -7%
JSL
986
JT Stratford LLC
Georgia
$246K +$259K +1,011 New
OAM
987
Oak Asset Management
California
$246K +$259K +1,011 New
ACG
988
Allen Capital Group
Nebraska
$245K
DY
989
Dowling & Yahnke
California
$245K +$257K +1,003 New
RHBC
990
R.H. Bluestein & Co
Michigan
$245K +$257K +1,005 New
SFG
991
SageGuard Financial Group
Tennessee
$244K -$6.39K -25 -2%
FGAM
992
Financial Gravity Asset Management
Texas
$244K -$511 -2 -5%
CA
993
Cortland Associates
Missouri
$244K
PHS
994
Pekin Hardy Strauss
Illinois
$244K
SFG
995
StrategIQ Financial Group
Indiana
$244K
WA
996
WestEnd Advisors
North Carolina
$243K
CF
997
Centaurus Financial
California
$243K +$63.9K +250 +34%
SCA
998
Snowden Capital Advisors
New York
$242K -$70.1K -274 -22%
MA
999
MJP Associates
Connecticut
$241K -$11.5K -45 -4%
SIM
1000
SSI Investment Management
California
$239K -$1.53K -6 -0.6%

CMI Hedge Fund Activity: Q2 2021 in Review

1,225 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2021, worth a combined $28.5B — down 7.8% from $30.9B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new CMI positions and 93 closed out — a net gain of 3 holders — while 492 added to existing stakes and 417 trimmed.

The largest buyer was Truist Financial, adding an estimated $122M. The largest seller was BlackRock, cutting an estimated $457M.

  • 1,225 institutional investors held Cummins (CMI) as of Q2 2021, down from 1,233 in Q1 2021.
  • Funds reported $28.5B of Cummins stock for Q2 2021, down 7.8% quarter-over-quarter.
  • 96 funds opened new Cummins positions in Q2 2021 and 93 closed out, a net change of +3 holders.
  • The largest Cummins buyer in Q2 2021 was Truist Financial, an estimated $122M added.
  • The largest Cummins seller in Q2 2021 was BlackRock, an estimated $457M sold.

Based on aggregated 13F filings for Q2 2021.