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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
CPA
976
Cardiff Park Advisors
California
$243K +$253K +1,112 New
NICM
977
Neo Ivy Capital Management
New York
$243K +$254K +1,113 New
KWS
978
Keystone Wealth Services
California
$243K +$254K +1,114 New
HC
979
Hoese & Co
Minnesota
$242K
JF
980
Jump Financial
Illinois
$240K -$254K -1,115 -50%
ATPW
981
Ashton Thomas Private Wealth
Arizona
$233K +$244K +1,069 New
CW
982
CreativeOne Wealth
Kansas
$233K -$10.5K -46 -4%
WANY
983
Wealthspire Advisors (New York)
New York
$233K +$11.2K +49 +5%
MA
984
MJP Associates
Connecticut
$232K +$18K +79 +8%
CLOS
985
Compagnie Lombard Odier SCmA
Switzerland
$230K -$95.7K -420 -28%
BRWM
986
B. Riley Wealth Management
Tennessee
$230K -$3.42K -15 -1%
VCM
987
Vivaldi Capital Management
Illinois
$230K
QCG
988
Quadrant Capital Group
Ohio
$229K -$15.9K -70 -6%
CI
989
Clal Insurance
Israel
$229K
ECM
990
EagleClaw Capital Management
Massachusetts
$229K
DAC
991
Dividend Assets Capital
South Carolina
$229K +$2.73K +12 +1%
HI
992
Horizon Investments
North Carolina
$229K +$17.1K +75 +8%
BDF
993
Balasa Dinverno & Foltz
$228K -$49.2K -216 -17%
PWS
994
Precision Wealth Strategies
Missouri
$228K -$47.6K -209 -17%
TWI
995
Thomas White International
Illinois
$227K
AF
996
Advisornet Financial
Minnesota
$225K +$22.8K +100 +11%
CWM
997
Congress Wealth Management
Massachusetts
$225K +$236K +1,035 New
TA
998
Tiedemann Advisors
New York
$224K +$1.59K +7 +0.7%
LOPW
999
Live Oak Private Wealth
North Carolina
$222K
MAM
1000
MMA Asset Management
Pennsylvania
$222K +$232K +1,018 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.