We are live on ! Find out more

1,258 hedge funds and large institutions have $24.9B invested in Cummins in 2021 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 427 increasing their positions, 440 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 80

7% more funds holding

Funds holding: 1,1751,258 (+83)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.85% less ownership

Funds ownership: 80.92%80.06% (-0.85%)

3% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 440

5% less capital invested

Capital invested by funds: $26.1B → $24.9B (-$1.21B)

32% less call options, than puts

Call options by funds: $250M | Put options by funds: $366M

Holders
1,258
Holders Change
+83
Holders Change %
+7.06%
% of All Funds
19.36%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
180
Increased
427
Reduced
440
Closed
80
Calls
$250M
Puts
$366M
Net Calls
-$115M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CHA
1201
Carmichael Hill & Associates
Maryland
$11K
DSC
1202
Duncker Streett & Co
Missouri
$11K
EW
1203
Evoke Wealth
California
$11K
NSB
1204
Norway Savings Bank
Maine
$11K
CA
1205
Centerpoint Advisors
Massachusetts
$11K +$2.73K +12 +30%
DHGWA
1206
Dixon Hughes Goodman Wealth Advisors
North Carolina
$11K +$11.6K +51 New
LWA
1207
Lenox Wealth Advisors
New York
$10K -$911 -4 -8%
CCM
1208
Cribstone Capital Management
Maine
$10K
AHIA
1209
Andrew Hill Investment Advisors
Florida
$10K +$10.7K +47 New
FGAM
1210
Financial Gravity Asset Management
Texas
$9.63K +$1.23M +5,405 +12,011%
OC
1211
Oakworth Capital
Alabama
$9K
WCMN
1212
Westchester Capital Management (Nebraska)
Nebraska
$9K
AP
1213
Arlington Partners
Alabama
$8K -$37.6K -165 -82%
MHR
1214
Matthew Hamilton Rosenberg
$8K
PWMG
1215
Prestige Wealth Management Group
New Jersey
$8K
Cohen & Steers
1216
Cohen & Steers
New York
$8K +$911 +4 +12%
EWA
1217
EverSource Wealth Advisors
Alabama
$8K +$7.75K +34 New
DWA
1218
Delos Wealth Advisors
Texas
$8K +$8.43K +37 New
RPCONE
1219
Retirement Planning Company of New England
Rhode Island
$8K +$9.34K +41 New
CWA
1220
Carolina Wealth Advisors
South Carolina
$7K
ETC
1221
Exchange Traded Concepts
Oklahoma
$7K
KFI
1222
Key Financial Inc
Pennsylvania
$7K
SGAM
1223
Smith Group Asset Management
Texas
$7K
TLCM
1224
Twin Lakes Capital Management
California
$7K
YAL
1225
Your Advocates Ltd
Texas
$7K

CMI Hedge Fund Activity: Q4 2021 in Review

1,258 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q4 2021, worth a combined $24.9B — down 4.6% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 180 funds opened new CMI positions and 80 closed out — a net gain of 100 holders — while 427 added to existing stakes and 440 trimmed.

The largest buyer was Ameriprise, adding an estimated $96.8M. The largest seller was Capital Research Global Investors, cutting an estimated $123M.

  • 1,258 institutional investors held Cummins (CMI) as of Q4 2021, up from 1,175 in Q3 2021.
  • Funds reported $24.9B of Cummins stock for Q4 2021, down 4.6% quarter-over-quarter.
  • 180 funds opened new Cummins positions in Q4 2021 and 80 closed out, a net change of +100 holders.
  • The largest Cummins buyer in Q4 2021 was Ameriprise, an estimated $96.8M added.
  • The largest Cummins seller in Q4 2021 was Capital Research Global Investors, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2021.