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1,225 hedge funds and large institutions have $28.5B invested in Cummins in 2021 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 492 increasing their positions, 417 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 492 | Existing positions reduced: 417

3% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 93

0.55% less ownership

Funds ownership: 80.74%80.19% (-0.55%)

1% less funds holding

Funds holding: 1,2331,225 (-8)

8% less capital invested

Capital invested by funds: $30.9B → $28.5B (-$2.4B)

18% less call options, than puts

Call options by funds: $212M | Put options by funds: $259M

39% less funds holding in top 10

Funds holding in top 10: 1811 (-7)

Holders
1,225
Holders Change
-8
Holders Change %
-0.65%
% of All Funds
21.32%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.19%
New
96
Increased
492
Reduced
417
Closed
93
Calls
$212M
Puts
$259M
Net Calls
-$47.4M
Net Calls Change
-$68.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1101
Toth Financial Advisory
Virginia
$66K
AWM
1102
Accel Wealth Management
Iowa
$66K +$511 +2 +0.7%
PFGIA
1103
Patriot Financial Group Insurance Agency
Massachusetts
$66K +$5.12K +20 +8%
SC
1104
SouthState Corp
Florida
$61K
IRC
1105
Investors Research Corp
Georgia
$60K
FCA
1106
FinTrust Capital Advisors
South Carolina
$59K -$36.3K -142 -37%
PWS
1107
Paragon Wealth Strategies
Florida
$59K +$62.1K +243 New
ASBI
1108
American State Bank (Iowa)
Iowa
$57.3K
HWA
1109
Heritage Wealth Advisors
Virginia
$56K
LJHT
1110
Laurie J. Hall Trustee
$52K
RAM
1111
Riggs Asset Management
Pennsylvania
$49K
RTC
1112
Riverview Trust Company
Washington
$49K
VCM
1113
Versant Capital Management
Arizona
$49K +$256 +1 +0.5%
PMFA
1114
Plante Moran Financial Advisors
Michigan
$49K +$25.6K +100 +100%
BAM
1115
Barrett Asset Management
New York
$49K +$51.1K +200 New
MRCM
1116
M&R Capital Management
New Jersey
$48K
ANBT
1117
American National Bank & Trust
Texas
$46K -$731K -2,860 -94%
IFAM
1118
Institutional & Family Asset Management
Colorado
$46K
LC
1119
Lindbrook Capital
California
$45K
AA
1120
AlphaMark Advisors
Kentucky
$44K
FFA
1121
Freedman Financial Associates
Massachusetts
$43K
GWSG
1122
GPS Wealth Strategies Group
Colorado
$43K +$5.37K +21 +14%
JWM
1123
Janiczek Wealth Management
Colorado
$42K -$1.02K -4 -2%
FRA
1124
Front Row Advisors
California
$42K
EFSCE
1125
Enterprise Financial Services Corp (EFSC)
Missouri
$40K -$3.84K -15 -8%

CMI Hedge Fund Activity: Q2 2021 in Review

1,225 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2021, worth a combined $28.5B — down 7.8% from $30.9B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new CMI positions and 93 closed out — a net gain of 3 holders — while 492 added to existing stakes and 417 trimmed.

The largest buyer was Truist Financial, adding an estimated $122M. The largest seller was BlackRock, cutting an estimated $457M.

  • 1,225 institutional investors held Cummins (CMI) as of Q2 2021, down from 1,233 in Q1 2021.
  • Funds reported $28.5B of Cummins stock for Q2 2021, down 7.8% quarter-over-quarter.
  • 96 funds opened new Cummins positions in Q2 2021 and 93 closed out, a net change of +3 holders.
  • The largest Cummins buyer in Q2 2021 was Truist Financial, an estimated $122M added.
  • The largest Cummins seller in Q2 2021 was BlackRock, an estimated $457M sold.

Based on aggregated 13F filings for Q2 2021.