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Cummins

1,227 hedge funds and large institutions have $23.5B invested in Cummins in 2022 Q1 according to their latest regulatory filings, with 110 funds opening new positions, 527 increasing their positions, 388 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 527 | Existing positions reduced: 388

0.86% more ownership

Funds ownership: 80.06%80.93% (+0.86%)

3% less funds holding

Funds holding: 1,2591,227 (-32)

5% less capital invested

Capital invested by funds: $24.9B → $23.5B (-$1.31B)

12% less call options, than puts

Call options by funds: $246M | Put options by funds: $281M

14% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 128

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
1,227
Holders Change
-32
Holders Change %
-2.54%
% of All Funds
19.35%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
110
Increased
527
Reduced
388
Closed
128
Calls
$246M
Puts
$281M
Net Calls
-$34.7M
Net Calls Change
+$80.7M
Name Holding Trade Value Shares
Change
Change in
Stake
TCWM
1326
Total Clarity Wealth Management
Illinois
-$105K -480 Closed
SFM
1327
Signet Financial Management
New Jersey
-$104K -478 Closed
EBA
1328
Eagle Bay Advisors
New York
-$86K -396 Closed
DAM
1329
Delta Asset Management
Tennessee
-$76K -348 Closed
Optiver Holding
1330
Optiver Holding
Netherlands
-$62K -276 Closed
JRFS
1331
James Reed Financial Services
Ohio
-$47K -217 Closed
BAM
1332
Barrett Asset Management
New York
-$47K -216 Closed
IFAM
1333
Institutional & Family Asset Management
Colorado
-$42K -191 Closed
SOW
1334
State of Wyoming
Wyoming
-$40K -182 Closed
CA
1335
Cornerstone Advisory
Maryland
-$40K -180 Closed
CSWM
1336
Cassady Schiller Wealth Management
Ohio
-$39K -177 Closed
KCM
1337
KRS Capital Management
Michigan
-$30K -140 Closed
DFCM
1338
Dark Forest Capital Management
Puerto Rico
-$29K -133 Closed
CFG
1339
CKW Financial Group
Hawaii
-$30K -132 Closed
MAM
1340
Mystic Asset Management
Rhode Island
-$27K -125 Closed
EPM
1341
Equitec Proprietary Markets
Illinois
-$24K -112 Closed
FPWM
1342
FSB Premier Wealth Management
Iowa
-$21K -100 Closed
RWA
1343
RGT Wealth Advisors
Texas
-$19K -87 Closed
CF
1344
Concorde Financial
Texas
-$20K -86 Closed
AWA
1345
Amplius Wealth Advisors
Pennsylvania
-$16K -77 Closed
AHIA
1346
Andrew Hill Investment Advisors
Florida
-$10K -47 Closed
RPCONE
1347
Retirement Planning Company of New England
Rhode Island
-$8K -41 Closed
DWA
1348
Delos Wealth Advisors
Texas
-$8K -37 Closed
AP
1349
Arlington Partners
Alabama
-$8K -36 Closed
CTB
1350
Country Trust Bank
Illinois
-$5K -23 Closed

CMI Hedge Fund Activity: Q1 2022 in Review

1,227 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q1 2022, worth a combined $23.5B — down 5.3% from $24.9B a quarter earlier.

Sellers outnumbered buyers: 128 funds closed out of CMI and 110 opened new positions — a net loss of 18 holders — while 388 trimmed existing stakes and 527 added.

The largest buyer was Stifel Financial, adding an estimated $284M. The largest seller was Man Group, cutting an estimated $110M.

  • 1,227 institutional investors held Cummins (CMI) as of Q1 2022, down from 1,259 in Q4 2021.
  • Funds reported $23.5B of Cummins stock for Q1 2022, down 5.3% quarter-over-quarter.
  • 110 funds opened new Cummins positions in Q1 2022 and 128 closed out, a net change of -18 holders.
  • The largest Cummins buyer in Q1 2022 was Stifel Financial, an estimated $284M added.
  • The largest Cummins seller in Q1 2022 was Man Group, an estimated $110M sold.

Based on aggregated 13F filings for Q1 2022.