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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
JCM
1026
J2 Capital Management
Michigan
$213K +$223K +978 New
TPWM
1027
Twelve Points Wealth Management
Massachusetts
$212K +$222K +974 New
CFD
1028
Creative Financial Designs
Indiana
$211K -$95.9K -421 -30%
LWAC
1029
Laurel Wealth Advisors (California)
California
$211K -$15.9K -70 -7%
DIA
1030
Dean Investment Associates
Ohio
$211K
WKWM
1031
Walter & Keenan Wealth Management
Indiana
$211K
SI
1032
Saxon Interests
Texas
$210K +$206K +904 New
MIM
1033
Marco Investment Management
Georgia
$209K
CPA
1034
Court Place Advisors
Maryland
$208K
KWM
1035
Keebeck Wealth Management
Illinois
$208K
DP
1036
Dearborn Partners
Illinois
$207K +$11.4K +50 +6%
QCIG
1037
Quad-Cities Investment Group
Iowa
$205K -$99.3K -436 -32%
MIM
1038
MTM Investment Management
South Carolina
$204K +$213K +933 New
RR
1039
Robotti Robert
$203K
HCM
1040
Howland Capital Management
Massachusetts
$203K +$5.01K +22 +2%
SMC
1041
Smith, Moore & Co
Missouri
$202K -$11.2K -49 -5%
LAM
1042
L2 Asset Management
Massachusetts
$202K +$211K +926 New
OPWM
1043
Oxinas Partners Wealth Management
Indiana
$202K +$211K +926 New
SCM
1044
Shelton Capital Management
Colorado
$201K -$12.5K -55 -6%
CNC
1045
Canandaigua National Corp
New York
$201K
BEI
1046
Benjamin Edwards Inc
Missouri
$201K +$210K +920 New
NFG
1047
Next Financial Group
Texas
$197K -$59.9K -263 -23%
IUHSA
1048
Itau Unibanco Holding S.A.
Brazil
$197K +$102K +447 +98%
PAM
1049
Paradigm Asset Management
New York
$196K -$45.6K -200 -18%
CFCI
1050
Comprehensive Financial Consultants Institutional
Indiana
$195K +$218K +957 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.