We are live on ! Find out more

1,258 hedge funds and large institutions have $24.9B invested in Cummins in 2021 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 427 increasing their positions, 440 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 80

7% more funds holding

Funds holding: 1,1751,258 (+83)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0.85% less ownership

Funds ownership: 80.92%80.06% (-0.85%)

3% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 440

5% less capital invested

Capital invested by funds: $26.1B → $24.9B (-$1.21B)

32% less call options, than puts

Call options by funds: $250M | Put options by funds: $366M

Holders
1,258
Holders Change
+83
Holders Change %
+7.06%
% of All Funds
19.36%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
180
Increased
427
Reduced
440
Closed
80
Calls
$250M
Puts
$366M
Net Calls
-$115M
Net Calls Change
+$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.82B +$1.34M +5,863 +0%
BlackRock
2
BlackRock
New York
$2.56B -$27.9M -122,665 -1%
State Street
3
State Street
Massachusetts
$1.47B +$17M +74,697 +1%
Capital Research Global Investors
4
Capital Research Global Investors
California
$625M -$123M -538,584 -16%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$614M +$22.8M +100,129 +4%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$576M +$27.8M +121,832 +5%
Charles Schwab
7
Charles Schwab
California
$479M +$15.3M +67,205 +3%
Ameriprise
8
Ameriprise
Minnesota
$464M +$96.8M +424,936 +25%
Northern Trust
9
Northern Trust
Illinois
$456M -$9.98M -43,807 -2%
LSV Asset Management
10
LSV Asset Management
Illinois
$446M -$13.1M -57,650 -3%
First Eagle Investment Management
11
First Eagle Investment Management
New York
$417M -$8.68M -38,116 -2%
PIF
12
Public Investment Fund
Saudi Arabia
$393M
Loomis, Sayles & Company
13
Loomis, Sayles & Company
Massachusetts
$355M +$25.1M +110,024 +7%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$354M -$19.5M -85,804 -5%
Legal & General Group
15
Legal & General Group
United Kingdom
$353M -$11.4M -49,914 -3%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$326M -$4.61M -20,247 -1%
Norges Bank
17
Norges Bank
Norway
$302M -$7.05M -30,937 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$282M +$18.2M +80,006 +7%
Amundi
19
Amundi
France
$276M -$17.5M -76,982 -6%
UBS AM
20
UBS AM
Illinois
$262M -$11.2M -49,338 -4%
First Trust Advisors
21
First Trust Advisors
Illinois
$258M +$60.2M +264,096 +29%
Bank of America
22
Bank of America
North Carolina
$246M -$44.1M -193,486 -15%
Morgan Stanley
23
Morgan Stanley
New York
$242M +$32.4M +142,165 +15%
AQR Capital Management
24
AQR Capital Management
Connecticut
$218M -$24.4M -107,134 -10%
Deutsche Bank
25
Deutsche Bank
Germany
$203M +$6.49M +28,499 +3%

CMI Hedge Fund Activity: Q4 2021 in Review

1,258 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q4 2021, worth a combined $24.9B — down 4.6% from $26.1B a quarter earlier.

Buyers outnumbered sellers: 180 funds opened new CMI positions and 80 closed out — a net gain of 100 holders — while 427 added to existing stakes and 440 trimmed.

The largest buyer was Ameriprise, adding an estimated $96.8M. The largest seller was Capital Research Global Investors, cutting an estimated $123M.

  • 1,258 institutional investors held Cummins (CMI) as of Q4 2021, up from 1,175 in Q3 2021.
  • Funds reported $24.9B of Cummins stock for Q4 2021, down 4.6% quarter-over-quarter.
  • 180 funds opened new Cummins positions in Q4 2021 and 80 closed out, a net change of +100 holders.
  • The largest Cummins buyer in Q4 2021 was Ameriprise, an estimated $96.8M added.
  • The largest Cummins seller in Q4 2021 was Capital Research Global Investors, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2021.