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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
OC
1176
Oakworth Capital
Alabama
$10K
RA
1177
Resolute Advisors
California
$10K
WCMN
1178
Westchester Capital Management (Nebraska)
Nebraska
$10K
FPFS
1179
First Personal Financial Services
North Carolina
$10K +$10.2K +40 New
PGWM
1180
Parisi Gray Wealth Management
New Jersey
$10K +$10.2K +40 New
CWA
1181
Clearview Wealth Advisors
Oregon
$10K +$11K +43 New
Cohen & Steers
1182
Cohen & Steers
New York
$9K -$2.3K -9 -19%
LWM
1183
Liberty Wealth Management
California
$9K -$767 -3 -7%
CWP
1184
Concord Wealth Partners
Virginia
$9K
MHR
1185
Matthew Hamilton Rosenberg
$9K
PWMG
1186
Prestige Wealth Management Group
New Jersey
$9K
SFP
1187
Sterling Financial Planning
New Jersey
$9K
WQ
1188
Wealth Quarterback
New Jersey
$9K +$8.44K +33 New
ETC
1189
Exchange Traded Concepts
Oklahoma
$8K -$2.37M -9,277 -100%
HI
1190
Hoey Investments
Pennsylvania
$8K -$1.02K -4 -11%
LFG
1191
Larson Financial Group
Missouri
$8K
TLCM
1192
Twin Lakes Capital Management
California
$8K
RWML
1193
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$7.31K
AW
1194
Avion Wealth
Texas
$7K
CWA
1195
Carolina Wealth Advisors
South Carolina
$7K
KFI
1196
Key Financial Inc
Pennsylvania
$7K
SGAM
1197
Smith Group Asset Management
Texas
$7K
YAL
1198
Your Advocates Ltd
Texas
$7K
MCM
1199
MV Capital Management
Maryland
$7K +$6.65K +26 +867%
COCM
1200
Charter Oak Capital Management
New Hampshire
$6K

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.