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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
CJL
1126
Cyrus J. Lawrence
New York
$24K
CB
1127
CNB Bank
Pennsylvania
$23K
TFP
1128
Tilia Fiduciary Partners
North Carolina
$23K
EWM
1129
Endurance Wealth Management
Rhode Island
$22K
RDIA
1130
RE Dickinson Investment Advisors
Iowa
$22K
CAL
1131
Capital Advisors Ltd
Ohio
$21K +$5.53K +26 +34%
DA
1132
Denali Advisors
California
$20K -$21.3K -100 -50%
SWA
1133
SOA Wealth Advisors
New York
$20K -$851 -4 -4%
BSB
1134
Bangor Savings Bank
Maine
$20K
CFO
1135
CVA Family Office
Colorado
$20K
PMFA
1136
Plante Moran Financial Advisors
Michigan
$20K
SC
1137
Siena Capital
Ohio
$20K
MCM
1138
MV Capital Management
Maryland
$19K +$4.47K +21 +28%
EMG
1139
ETF Managers Group
New Jersey
$18K -$1.06K -5 -5%
EWA
1140
EverSource Wealth Advisors
Alabama
$18K -$851 -4 -4%
GC
1141
Gould Capital
Washington
$17K
WWM
1142
Wolff Wiese Magana
California
$17K +$213 +1 +1%
NIC
1143
Northwest Investment Counselors
Oregon
$16K -$1.7K -8 -9%
SC
1144
Seldon Capital
California
$16K
WAS
1145
Winch Advisory Services
Wisconsin
$16K
JWA
1146
JFS Wealth Advisors
Pennsylvania
$16K +$7.66K +36 +82%
TWP
1147
TFO Wealth Partners
Ohio
$16K +$9.57K +45 +132%
PA
1148
PSI Advisors
Florida
$15K +$213 +1 +1%
SWM
1149
Sugarloaf Wealth Management
Georgia
$14K
WPA
1150
West Paces Advisors
Georgia
$13.8K

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.