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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
PA
126
Pinnacle Associates
New York
$25.5M -$616K -2,629 -2%
Ensign Peak Advisors
127
Ensign Peak Advisors
Utah
$25.5M -$4.41M -18,826 -14%
NIPH
128
NN Investment Partners Holdings
Netherlands
$24.8M +$2.34M +9,977 +10%
MSV
129
MN Services Vermogensbeheer
Netherlands
$24.7M +$375K +1,600 +1%
Marshall Wace
130
Marshall Wace
United Kingdom
$24.5M +$11.9M +50,981 +88%
ABC
131
Associated Banc-Corp
Wisconsin
$24.3M +$4.89M +20,882 +24%
BCM
132
Bridgeway Capital Management
Texas
$23.6M -$3.96M -16,900 -14%
Brown Advisory
133
Brown Advisory
Maryland
$23.3M +$9.06M +38,640 +60%
TD Asset Management
134
TD Asset Management
Ontario, Canada
$23M -$669K -2,856 -3%
AII
135
AGF Investments Inc
Ontario, Canada
$22.6M +$5.79M +24,693 +33%
SCP
136
Seizert Capital Partners
Michigan
$22.3M +$301K +1,284 +1%
RJFSA
137
Raymond James Financial Services Advisors
Florida
$22.2M -$694K -2,963 -3%
MWNA
138
Marshall Wace North America
New York
$22.1M +$3.65M +15,585 +19%
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.8M +$2.06M +8,802 +10%
GIA
140
Gateway Investment Advisers
Ohio
$21.5M +$46.4K +198 +0.2%
PAMS
141
Pictet Asset Management (Switzerland)
Switzerland
$20.4M +$21.3M +90,848 New
Baird Financial Group
142
Baird Financial Group
Wisconsin
$20.3M +$2.15M +9,170 +11%
State of Wisconsin Investment Board
143
State of Wisconsin Investment Board
Wisconsin
$20.3M +$321K +1,369 +2%
Lord, Abbett & Co
144
Lord, Abbett & Co
New Jersey
$19.9M -$366K -1,560 -2%
Chevy Chase Trust
145
Chevy Chase Trust
Maryland
$19.8M -$1.18M -5,039 -5%
US Bancorp
146
US Bancorp
Minnesota
$19.7M -$689K -2,939 -3%
Aberdeen Group
147
Aberdeen Group
United Kingdom
$19.7M +$2.5M +10,688 +14%
BNP Paribas Financial Markets
148
BNP Paribas Financial Markets
France
$19.5M -$822K -3,508 -4%
HPC
149
HM Payson & Co
Maine
$19.4M -$24.3M -103,494 -55%
CIA
150
Capital Investment Advisors
Georgia
$19.3M +$3.12M +13,299 +18%

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.