We are live on ! Find out more

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
WA
1251
Waddell & Associates
Tennessee
-$214 -877 Closed
BCM
1252
Brooktree Capital Management
Michigan
-$213K -874 Closed
CT
1253
Cambridge Trust
Massachusetts
-$210K -860 Closed
OPA
1254
Old Port Advisors
Maine
-$205K -856 Closed
CCM
1255
Coldstream Capital Management
Washington
-$208K -854 Closed
CTA
1256
Colonial Trust Advisors
South Carolina
-$207K -850 Closed
FHC
1257
First Heartland Consultants
Missouri
-$207K -849 Closed
MMHP
1258
Murphy Middleton Hinkle & Parker
Georgia
-$204K -838 Closed
EBSAM
1259
Eubel Brady & Suttman Asset Management
Ohio
-$163K -629 Closed
FWM
1260
FFT Wealth Management
Pennsylvania
-$132K -540 Closed
PWP
1261
Personal Wealth Partners
Minnesota
-$130K -532 Closed
RDWM
1262
Red Door Wealth Management
Tennessee
-$124K -509 Closed
WAM
1263
Wolverine Asset Management
Illinois
-$89K -369 Closed
EAM
1264
Exos Asset Management
New York
-$80K -330 Closed
PSIWM
1265
Paradigm Strategies in Wealth Management
Minnesota
-$73K -300 Closed
PWS
1266
Paragon Wealth Strategies
Florida
-$59K -243 Closed
ANBT
1267
American National Bank & Trust
Texas
-$46K -190 Closed
EFSCE
1268
Enterprise Financial Services Corp (EFSC)
Missouri
-$40K -163 Closed
SOW
1269
State of Wyoming
Wyoming
-$37K -151 Closed
KFP
1270
KB Financial Partners
New Jersey
-$33K -136 Closed
CFO
1271
CVA Family Office
Colorado
-$27K -111 Closed
SB
1272
Strategic Blueprint
Georgia
-$22K -89 Closed
NIM
1273
NuWave Investment Management
New Jersey
-$16K -67 Closed
FPW
1274
Flagship Private Wealth
Massachusetts
-$11.2K -46 Closed
FPFS
1275
First Personal Financial Services
North Carolina
-$10K -40 Closed

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.