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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
RWML
1151
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$6.74K
COCM
1152
Charter Oak Capital Management
New Hampshire
$6K
FEG
1153
Financial Enhancement Group
Indiana
$6K
NFSG
1154
Newbridge Financial Services Group
Florida
$6K +$5.86K +25 New
ECM
1155
Estabrook Capital Management
New York
$5.84K +$1.41K +6 +30%
CWA
1156
Clearview Wealth Advisors
Oregon
$5K -$4.69K -20 -47%
CTB
1157
Country Trust Bank
Illinois
$5K
EWA
1158
Evolution Wealth Advisors
Florida
$5K
PWM
1159
Prentice Wealth Management
New York
$5K
SAI
1160
Systematic Alpha Investments
New Jersey
$5K +$4.45K +19 New
AP
1161
Atwood & Palmer
Missouri
$4K
FNBOSM
1162
First National Bank of South Miami
Florida
$4K
AW
1163
Avion Wealth
Texas
$2K -$5.16K -22 -76%
CA
1164
Crewe Advisors
Utah
$2K
TCA
1165
Tortoise Capital Advisors
Kansas
$2K
CC
1166
Corsicana & Co
Texas
$1K
LPWM
1167
Lake Point Wealth Management
Texas
$1K
PI
1168
PEAK6 Investments
Illinois
$1K
RG
1169
Retirement Group
California
$1K
TFA
1170
Transamerica Financial Advisors
Florida
$1K
TC
1171
Truvestments Capital
Florida
$1K
AAP
1172
Arax Advisory Partners
Colorado
$1K +$937 +4 New
FCAS
1173
First Command Advisory Services
Texas
$1K +$1.17K +5 New
BBHC
1174
Brown Brothers Harriman & Co
New York
$819 +$27.2K +116 +3%
WIM
1175
Westside Investment Management
California
$29

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.