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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
JWM
1101
Janiczek Wealth Management
Colorado
$23K -$16.6K -71 -41%
GWMIA
1102
Global Wealth Management Investment Advisory
Florida
$22K
KIG
1103
Kessler Investment Group
Indiana
$22K
CAL
1104
Capital Analysts LLC
Pennsylvania
$22K +$234 +1 +1%
WPA
1105
West Paces Advisors
Georgia
$21.6K
MGIM
1106
M&G Investment Management
United Kingdom
$20.6K +$127K +541 +0.6%
TFIPS
1107
Towarzystwo Funduszy Inwestycyjnych PZU SA
$20.2K
NL
1108
NVWM LLC
Pennsylvania
$20K -$1.53M -6,521 -99%
GKWIM
1109
Gerber Kawasaki Wealth & Investment Management
California
$20K +$21.1K +90 New
IWA
1110
IBEX Wealth Advisors
New Jersey
$19K +$19.7K +84 New
WAS
1111
Winch Advisory Services
Wisconsin
$17K
TAM
1112
Tucker Asset Management
Colorado
$16.1K
CWC
1113
Carolinas Wealth Consulting
North Carolina
$16K
PA
1114
PSI Advisors
Florida
$16K +$16.6K +71 New
Nisa Investment Advisors
1115
Nisa Investment Advisors
Missouri
$15.4K +$70.3K +300 +0.4%
ME
1116
McIlrath & Eck
Washington
$15K
CPC
1117
Consolidated Planning Corp
Georgia
$15K +$15.9K +68 New
HDIM
1118
Hanson & Doremus Investment Management
Vermont
$15K +$16.2K +69 New
JFA
1119
JNBA Financial Advisors
Minnesota
$13K
SN
1120
Sittner & Nelson
Oregon
$13K
SIS
1121
Sound Income Strategies
Florida
$13K
BA
1122
Bellwether Advisors
Nebraska
$12K
EW
1123
Evoke Wealth
California
$11K -$2.58K -11 -18%
AA
1124
Addison Advisors
Vermont
$11K
CHA
1125
Carmichael Hill & Associates
Maryland
$11K

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.