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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
TC
1301
Tatro Capital
Kentucky
-$201K -774 Closed
MF
1302
Manchester Financial
California
-$139K -535 Closed
GC
1303
Garde Capital
Washington
-$124K -478 Closed
TCWM
1304
Total Clarity Wealth Management
Illinois
-$104K -400 Closed
AIC
1305
Archer Investment Corporation
Indiana
-$70K -270 Closed
EP
1306
Eudaimonia Partners
Tennessee
-$68K -262 Closed
ACM
1307
Allred Capital Management
Texas
-$45.3K -175 Closed
NIC
1308
Northwest Investment Counselors
Oregon
-$37K -141 Closed
1832 Asset Management
1309
1832 Asset Management
Ontario, Canada
-$34K -130 Closed
VBCG
1310
Valley Brook Capital Group
Pennsylvania
-$31K -120 Closed
SLF
1311
Sun Life Financial
Ontario, Canada
-$23K -87 Closed
AJ
1312
Ashburton (Jersey)
Jersey
-$22K -86 Closed
WP
1313
WealthShield Partners
North Carolina
-$20K -79 Closed
HDIM
1314
Hanson & Doremus Investment Management
Vermont
-$18K -69 Closed
NFSG
1315
Newbridge Financial Services Group
Florida
-$11K -42 Closed
MWP
1316
Meridian Wealth Partners
Pennsylvania
-$10K -38 Closed
WCM
1317
Wealthcare Capital Management
Virginia
-$6K -22 Closed
MLFP
1318
MPS Loria Financial Planners
Illinois
-$3K -14 Closed
CQS
1319
Credential Qtrade Securities
-$1.29K -5 Closed

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.