We are live on ! Find out more

1,231 hedge funds and large institutions have $27B invested in Cummins in 2023 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 465 increasing their positions, 467 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $552M | Put options by funds: $312M

0.28% more ownership

Funds ownership: 82.93%83.21% (+0.28%)

0% less repeat investments, than reductions

Existing positions increased: 465 | Existing positions reduced: 467

3% less funds holding

Funds holding: 1,2681,231 (-37)

6% less capital invested

Capital invested by funds: $28.8B → $27B (-$1.8B)

20% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 89

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
1,231
Holders Change
-37
Holders Change %
-2.92%
% of All Funds
19.53%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.17%
New
71
Increased
465
Reduced
467
Closed
89
Calls
$552M
Puts
$312M
Net Calls
+$239M
Net Calls Change
+$29.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1051
Baldwin Wealth Partners
Massachusetts
$149K
CIA
1052
Cape Investment Advisory
Georgia
$148K
AF
1053
Advisornet Financial
Minnesota
$142K -$8.45K -35 -5%
WTC
1054
WhitTier Trust Company
Nevada
$142K -$5.79K -24 -4%
JWM
1055
Janiczek Wealth Management
Colorado
$138K +$114K +473 +358%
GWMIA
1056
Global Wealth Management Investment Advisory
Florida
$137K
USB
1057
Union Savings Bank
Connecticut
$135K +$7.24K +30 +5%
AI
1058
AXS Investments
New York
$133K -$4.83K -20 -3%
GEA
1059
Glen Eagle Advisors
New Jersey
$130K
BC
1060
Bartlett & Co
Ohio
$128K
BCWM
1061
Bartlett & Co Wealth Management
Ohio
$128K
HI
1062
Hoey Investments
Pennsylvania
$127K +$45.6K +189 +51%
C
1063
Covestor
United Kingdom
$125K +$30.9K +128 +31%
PPC
1064
Park Place Capital
Alabama
$123K -$483 -2 -0.4%
VAG
1065
VisionPoint Advisory Group
Texas
$117K +$28.5K +118 +30%
BCA
1066
Bray Capital Advisors
Florida
$114K
FDCC
1067
Foster Dykema Cabot & Co
Massachusetts
$114K
QC
1068
Quent Capital
New York
$102K +$241 +1 +0.2%
JMF
1069
Johnson Midwest Financial
Iowa
$101K
FFA
1070
Farther Finance Advisors
California
$100K +$10.4K +43 +11%
WWM
1071
Wolff Wiese Magana
California
$99.4K
ZB
1072
Zions Bancorporation
Utah
$98.9K -$483 -2 -0.5%
FMTCOCP
1073
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$98K
IUHSA
1074
Itau Unibanco Holding S.A.
Brazil
$96K +$38.4K +159 +61%
CBT
1075
CoreFirst Bank & Trust
Kansas
$93.9K

CMI Hedge Fund Activity: Q3 2023 in Review

1,231 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q3 2023, worth a combined $27B — down 6.2% from $28.8B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of CMI and 71 opened new positions — a net loss of 18 holders — while 467 trimmed existing stakes and 465 added.

The largest buyer was Vanguard Group, adding an estimated $496M. The largest seller was First Trust Advisors, cutting an estimated $177M.

  • 1,231 institutional investors held Cummins (CMI) as of Q3 2023, down from 1,268 in Q2 2023.
  • Funds reported $27B of Cummins stock for Q3 2023, down 6.2% quarter-over-quarter.
  • 71 funds opened new Cummins positions in Q3 2023 and 89 closed out, a net change of -18 holders.
  • The largest Cummins buyer in Q3 2023 was Vanguard Group, an estimated $496M added.
  • The largest Cummins seller in Q3 2023 was First Trust Advisors, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2023.