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1,207 hedge funds and large institutions have $23.6B invested in Cummins in 2022 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 496 increasing their positions, 370 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more funds holding in top 10

Funds holding in top 10: 511 (+6)

34% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 370

31% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 88

6% more capital invested

Capital invested by funds: $22.1B → $23.6B (+$1.43B)

1.33% more ownership

Funds ownership: 80.9%82.23% (+1.3%)

1% more funds holding

Funds holding: 1,1971,207 (+10)

0% more call options, than puts

Call options by funds: $371M | Put options by funds: $370M

Holders
1,207
Holders Change
+10
Holders Change %
+0.84%
% of All Funds
20.79%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.19%
New
115
Increased
496
Reduced
370
Closed
88
Calls
$371M
Puts
$370M
Net Calls
+$1.56M
Net Calls Change
-$12.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DBG
1026
De Burlo Group
Massachusetts
$170K +$177K +833 New
EWM
1027
Evermay Wealth Management
Virginia
$165K
ATC
1028
Adirondack Trust Company
New York
$163K
APA
1029
American Portfolios Advisors
New York
$159K
FF
1030
FourThought Financial
Florida
$158K -$426 -2 -0.3%
AIM
1031
Anchor Investment Management
South Carolina
$158K
CCA
1032
Column Capital Advisors
Indiana
$156K
BCM
1033
Bourgeon Capital Management
Connecticut
$153K
CLOS
1034
Compagnie Lombard Odier SCmA
Switzerland
$149K -$21.3K -100 -12%
PCM
1035
Penserra Capital Management
California
$146K +$2.77K +13 +2%
ONST
1036
Old North State Trust
North Carolina
$146K +$152K +716 New
EIP
1037
Ellis Investment Partners
Pennsylvania
$138K +$638 +3 +0.4%
FMP
1038
Financial Management Professionals
Texas
$137K -$41.7K -196 -23%
MA
1039
MCF Advisors
Kentucky
$133K +$21.3K +100 +18%
HI
1040
Hudock Inc
Pennsylvania
$132K +$851 +4 +0.6%
DCM
1041
Dupont Capital Management
Delaware
$131K -$12.3K -58 -8%
ECG
1042
Edge Capital Group
Georgia
$130K +$128K +603 +1,723%
AF
1043
Advisornet Financial
Minnesota
$129K -$39.4K -185 -23%
WTC
1044
WhitTier Trust Company
Nevada
$128K -$3.83K -18 -3%
DAC
1045
Dividend Assets Capital
South Carolina
$124K
Capstone Investment Advisors
1046
Capstone Investment Advisors
New York
$122K +$51.5K +242 +68%
IAMOG
1047
Investors Asset Management of Georgia
Georgia
$122K +$128K +601 New
SIC
1048
Salem Investment Counselors
North Carolina
$121K -$41.3K -194 -25%
ACA
1049
Atlas Capital Advisors
Wyoming
$118K +$10K +47 +9%
BCWM
1050
Bartlett & Co Wealth Management
Ohio
$118K

CMI Hedge Fund Activity: Q3 2022 in Review

1,207 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q3 2022, worth a combined $23.6B — up 6.5% from $22.1B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new CMI positions and 88 closed out — a net gain of 27 holders — while 496 added to existing stakes and 370 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $316M. The largest seller was BlackRock, cutting an estimated $133M.

  • 1,207 institutional investors held Cummins (CMI) as of Q3 2022, up from 1,197 in Q2 2022.
  • Funds reported $23.6B of Cummins stock for Q3 2022, up 6.5% quarter-over-quarter.
  • 115 funds opened new Cummins positions in Q3 2022 and 88 closed out, a net change of +27 holders.
  • The largest Cummins buyer in Q3 2022 was T. Rowe Price Associates, an estimated $316M added.
  • The largest Cummins seller in Q3 2022 was BlackRock, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2022.