We are live on ! Find out more

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
PFGIA
1051
Patriot Financial Group Insurance Agency
Massachusetts
$65K +$4.45K +19 +7%
PMFA
1052
Plante Moran Financial Advisors
Michigan
$65K +$20.9K +89 +45%
GI
1053
Gradient Investments
Minnesota
$63K -$3.98K -17 -6%
MA
1054
Montag & Associates
Georgia
$62K
Optiver Holding
1055
Optiver Holding
Netherlands
$62K +$64.7K +276 New
TFA
1056
Toth Financial Advisory
Virginia
$59K -$1.17K -5 -2%
AWM
1057
Accel Wealth Management
Iowa
$58K -$2.81K -12 -4%
BWP
1058
Baldwin Wealth Partners
Massachusetts
$57K -$17.6K -75 -23%
SC
1059
SouthState Corp
Florida
$56K
BAM
1060
Barrett Asset Management
New York
$56K +$11.7K +50 +25%
IRC
1061
Investors Research Corp
Georgia
$55K
ASBI
1062
American State Bank (Iowa)
Iowa
$52.8K
HWA
1063
Heritage Wealth Advisors
Virginia
$51.6K
KA
1064
Kozak & Associates
Colorado
$51K +$50.6K +216 New
AF
1065
Allworth Financial
California
$46K +$35.4K +151 +270%
HA
1066
Herold Advisors
New York
$46K +$48.7K +208 New
RAM
1067
Riggs Asset Management
Pennsylvania
$45K
RTC
1068
Riverview Trust Company
Washington
$45K
VCM
1069
Versant Capital Management
Arizona
$45K
AP
1070
Arlington Partners
Alabama
$45K +$47.1K +201 New
MRCM
1071
M&R Capital Management
New Jersey
$44K
IFAM
1072
Institutional & Family Asset Management
Colorado
$43K +$234 +1 +0.5%
LC
1073
Lindbrook Capital
California
$43K +$1.17K +5 +3%
LJHT
1074
Laurie J. Hall Trustee
$42K -$7.03K -30 -14%
DOA
1075
D'Orazio & Associates
Virginia
$42K +$43.8K +187 New

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.