We are live on ! Find out more

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.18B +$1.51M +5,904 +0%
BlackRock
2
BlackRock
New York
$2.91B -$457M -1,786,532 -13%
State Street
3
State Street
Massachusetts
$1.68B -$8.48M -33,152 -0.5%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.12B +$11.2M +43,799 +1%
Capital Research Global Investors
5
Capital Research Global Investors
California
$797M +$1.79K +7 +0%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$648M +$10.1M +39,451 +2%
Northern Trust
7
Northern Trust
Illinois
$516M -$9.45M -36,951 -2%
LSV Asset Management
8
LSV Asset Management
Illinois
$485M -$54.2M -211,993 -10%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$484M -$1.28M -5,000 -0.3%
Charles Schwab
10
Charles Schwab
California
$482M +$47.3M +185,095 +10%
Hotchkis & Wiley Capital Management
11
Hotchkis & Wiley Capital Management
California
$429M -$68.2M -266,620 -13%
Norges Bank
12
Norges Bank
Norway
$425M -$42.9M -167,936 -9%
Ameriprise
13
Ameriprise
Minnesota
$410M +$31.9M +124,909 +8%
Legal & General Group
14
Legal & General Group
United Kingdom
$387M +$16.3M +63,671 +4%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$370M +$24.3M +95,075 +7%
Amundi
16
Amundi
France
$340M +$356M +1,393,975 New
Invesco
17
Invesco
Georgia
$328M -$11.3M -44,048 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$307M -$37M -144,628 -10%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$303M -$419M -1,637,093 -57%
UBS AM
20
UBS AM
Illinois
$293M -$20.7M -81,068 -6%
Bank of America
21
Bank of America
North Carolina
$274M +$14.7M +57,520 +5%
Man Group
22
Man Group
United Kingdom
$253M +$122M +476,811 +85%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$240M +$99.1M +387,463 +65%
Wells Fargo
24
Wells Fargo
California
$239M +$16.7M +65,461 +7%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$233M +$11.8M +46,144 +5%

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.