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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
LWANC
1076
Laurel Wealth Advisors (North Carolina)
North Carolina
$67K
LF
1077
Lee Financial
Texas
$65K +$61.5K +289 +932%
AWM
1078
Accel Wealth Management
Iowa
$59K -$35.1K -165 -38%
Pacer Advisors
1079
Pacer Advisors
Pennsylvania
$58K +$13.2K +62 +28%
UCB
1080
United Community Bank
South Carolina
$57.2K +$7.45K +35 +14%
HDIM
1081
Hanson & Doremus Investment Management
Vermont
$54K
TFA
1082
Toth Financial Advisory
Virginia
$54K
RTC
1083
Riverview Trust Company
Washington
$54K +$14K +66 +33%
BWP
1084
Baldwin Wealth Partners
Massachusetts
$52K
IRC
1085
Investors Research Corp
Georgia
$51K
SC
1086
SouthState Corp
Florida
$51K
BIA
1087
Bell Investment Advisors
California
$48K -$8.09K -38 -14%
KFP
1088
KB Financial Partners
New Jersey
$48K +$9.79K +46 +24%
ASBI
1089
American State Bank (Iowa)
Iowa
$47.8K
HWA
1090
Heritage Wealth Advisors
Virginia
$46.7K
OCM
1091
Orion Capital Management
California
$46K +$48.5K +228 New
MHR
1092
Matthew Hamilton Rosenberg
$45K +$13.6K +64 +40%
FCA
1093
FinTrust Capital Advisors
South Carolina
$45K +$16K +75 +60%
AIP
1094
Almanack Investment Partners
Pennsylvania
$45K +$47K +221 New
Bank of Montreal
1095
Bank of Montreal
Ontario, Canada
$43.3K -$7.15M -33,607 -14%
KA
1096
Kozak & Associates
Colorado
$43K -$4.68K -22 -10%
HA
1097
Homestead Advisers
Virginia
$42K +$1.06K +5 +3%
CA
1098
Crewe Advisors
Utah
$42K +$6.17K +29 +16%
FWM
1099
Focused Wealth Management
New York
$41K -$8.51K -40 -17%
NMG
1100
New Millennium Group
Utah
$41K

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.