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1,176 hedge funds and large institutions have $26.1B invested in Cummins in 2021 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 495 increasing their positions, 392 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 495 | Existing positions reduced: 392

0.73% more ownership

Funds ownership: 80.19%80.92% (+0.73%)

4% less funds holding

Funds holding: 1,2251,176 (-49)

9% less capital invested

Capital invested by funds: $28.5B → $26.1B (-$2.44B)

33% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 107

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

38% less call options, than puts

Call options by funds: $220M | Put options by funds: $353M

Holders
1,176
Holders Change
-49
Holders Change %
-4%
% of All Funds
20.58%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.12%
New
72
Increased
495
Reduced
392
Closed
107
Calls
$220M
Puts
$353M
Net Calls
-$133M
Net Calls Change
-$85.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SQA
1026
Simon Quick Advisors
New Jersey
$105K +$16.6K +71 +18%
IUHSA
1027
Itau Unibanco Holding S.A.
Brazil
$103K +$107K +457 New
SWA
1028
SOA Wealth Advisors
New York
$102K +$2.81K +12 +3%
VRM
1029
Vectors Research Management
New York
$101K
TWA
1030
TCI Wealth Advisors
Arizona
$99K +$1.64K +7 +2%
HCP
1031
Hexagon Capital Partners
Arkansas
$99K +$80.4K +343 +354%
BC
1032
Bartlett & Co
Ohio
$97K -$3.98K -17 -4%
BCWM
1033
Bartlett & Co Wealth Management
Ohio
$96.6K -$3.98K -17 -4%
ARMC
1034
American Research & Management Company
Massachusetts
$90K -$11.7K -50 -11%
FMTCOCP
1035
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$90K
DA
1036
Denali Advisors
California
$90K +$70.3K +300 +300%
SC
1037
Steph & Co
Wisconsin
$90K +$93.7K +400 New
FMP
1038
Financial Management Professionals
Texas
$88K -$113K -484 -55%
CAL
1039
Capital Advisors Ltd
Ohio
$88K +$77.3K +330 +516%
VNA
1040
Valley National Advisers
Pennsylvania
$86K +$9.61K +41 +12%
EL
1041
EMFO LLC
Florida
$85K
WWM
1042
Wolff Wiese Magana
California
$83K
CI
1043
CX Institutional
Indiana
$80K -$9.84K -42 -11%
SCM
1044
Silvant Capital Management
Georgia
$79K
DAM
1045
Delta Asset Management
Tennessee
$78K
KFA
1046
Krane Funds Advisors
New York
$77K -$725K -3,095 -90%
ST
1047
Smithfield Trust
Pennsylvania
$77K -$87.7K -374 -53%
PHK
1048
Point72 Hong Kong
Hong Kong
$76K -$1.33M -5,674 -94%
SCA
1049
Stonebridge Capital Advisors
Minnesota
$75K -$78K -333 -50%
LWANC
1050
Laurel Wealth Advisors (North Carolina)
North Carolina
$74K

CMI Hedge Fund Activity: Q3 2021 in Review

1,176 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q3 2021, worth a combined $26.1B — down 8.6% from $28.5B a quarter earlier.

Sellers outnumbered buyers: 107 funds closed out of CMI and 72 opened new positions — a net loss of 35 holders — while 392 trimmed existing stakes and 495 added.

The largest buyer was Public Investment Fund, opening a new position worth an estimated $422M. The largest seller was T. Rowe Price Associates, cutting an estimated $484M.

  • 1,176 institutional investors held Cummins (CMI) as of Q3 2021, down from 1,225 in Q2 2021.
  • Funds reported $26.1B of Cummins stock for Q3 2021, down 8.6% quarter-over-quarter.
  • 72 funds opened new Cummins positions in Q3 2021 and 107 closed out, a net change of -35 holders.
  • The largest Cummins buyer in Q3 2021 was Public Investment Fund, an estimated $422M added.
  • The largest Cummins seller in Q3 2021 was T. Rowe Price Associates, an estimated $484M sold.

Based on aggregated 13F filings for Q3 2021.