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Cummins
CMI

Overview Fund Activity

1,273 hedge funds and large institutions have $28.4B invested in Cummins in 2022 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 475 increasing their positions, 429 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,273
Holders Change
+76
Holders Change %
+6.35%
% of All Funds
20.54%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.24%
New
172
Increased
475
Reduced
429
Closed
68
Calls
$505M
Puts
$474M
Net Calls
+$31.4M
Net Calls Change
+$29.8M

Top Buyers

1
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$340M
2
AWA
Arete Wealth Advisors
Illinois
+$201M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$194M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$114M
5
Bank of America
Bank of America
North Carolina
+$110M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$122M
2
Amundi
Amundi
France
-$112M
3
Capital International Investors
Capital International Investors
California
-$90.2M
4
Millennium Management
Millennium Management
New York
-$78.7M
5
American Century Companies
American Century Companies
Missouri
-$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
1001
Sequoia Financial Advisors
Ohio
$252K +$252K +1,039 New
LC
1002
LCNB Corp
Ohio
$251K +$1.7K +7 +0.7%
GLA
1003
Good Life Advisors
Pennsylvania
$250K -$3.88K -16 -2%
BIC
1004
Beach Investment Counsel
Pennsylvania
$249K – – –
SWM
1005
Shelton Wealth Management
Texas
$248K -$47.7K -197 -16%
CFCI
1006
Comprehensive Financial Consultants Institutional
Indiana
$246K – – –
LOPW
1007
Live Oak Private Wealth
North Carolina
$245K – – –
WE
1008
Wealth Effects
Massachusetts
$245K – – –
CBT
1009
Central Bank & Trust
Kentucky
$243K -$5.33K -22 -2%
GI
1010
GS Investments
Minnesota
$242K – – –
CIA
1011
Cladis Investment Advisory
Montana
$242K – – –
KBFS
1012
Kohmann Bosshard Financial Services
Ohio
$242K +$242K +1,000 New
DA
1013
Dover Advisors
Virginia
$242K +$242K +1,000 New
GCM
1014
Greenland Capital Management
New York
$242K +$242K +1,000 New
CA
1015
Cortland Associates
Missouri
$242K – – –
GA
1016
Goldstein Advisors
Wisconsin
$242K +$242K +998 New
WS
1017
Wedbush Securities
California
$241K +$241K +993 New
OQS
1018
Occudo Quantitative Strategies
Florida
$240K +$240K +992 New
PWPS
1019
Pinnacle Wealth Planning Services
Ohio
$240K -$1.21K -5 -0.5%
MAM
1020
Meeder Asset Management
Ohio
$239K -$742K -3,063 -76%
CP
1021
Covenant Partners
Tennessee
$237K -$270K -1,113 -53%
CAM
1022
Cresset Asset Management
Illinois
$237K -$9.97K -254 -4%
SVWAG
1023
Sound View Wealth Advisors Group
Georgia
$237K +$237K +990 New
IA
1024
Insight Advisors
Pennsylvania
$237K +$237K +982 New
QCIG
1025
Quad-Cities Investment Group
Iowa
$237K +$237K +977 New
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