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1,196 hedge funds and large institutions have $22.1B invested in Cummins in 2022 Q2 according to their latest regulatory filings, with 84 funds opening new positions, 463 increasing their positions, 447 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more call options, than puts

Call options by funds: $312M | Put options by funds: $299M

4% more repeat investments, than reductions

Existing positions increased: 463 | Existing positions reduced: 447

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.03% less ownership

Funds ownership: 80.93%80.9% (-0.03%)

2% less funds holding

Funds holding: 1,2261,196 (-30)

6% less capital invested

Capital invested by funds: $23.5B → $22.1B (-$1.41B)

13% less first-time investments, than exits

New positions opened: 84 | Existing positions closed: 96

Holders
1,196
Holders Change
-30
Holders Change %
-2.45%
% of All Funds
20.15%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
84
Increased
463
Reduced
447
Closed
96
Calls
$312M
Puts
$299M
Net Calls
+$13.8M
Net Calls Change
+$48.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.51B +$20.7M +103,297 +0.8%
BlackRock
2
BlackRock
New York
$2.36B -$16.7M -83,735 -0.7%
State Street
3
State Street
Massachusetts
$1.25B -$33.6M -167,922 -3%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$727M +$138M +691,053 +23%
Capital Research Global Investors
5
Capital Research Global Investors
California
$613M +$60.2M +301,251 +11%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$542M +$5.57M +27,835 +1%
Charles Schwab
7
Charles Schwab
California
$487M +$29.3M +146,333 +6%
LSV Asset Management
8
LSV Asset Management
Illinois
$402M -$12.2M -61,169 -3%
Northern Trust
9
Northern Trust
Illinois
$394M -$6.85M -34,262 -2%
First Eagle Investment Management
10
First Eagle Investment Management
New York
$387M +$18.1M +90,554 +5%
Ameriprise
11
Ameriprise
Minnesota
$375M -$46.2M -231,198 -11%
Morgan Stanley
12
Morgan Stanley
New York
$374M +$162M +812,583 +73%
PIF
13
Public Investment Fund
Saudi Arabia
$348M
Legal & General Group
14
Legal & General Group
United Kingdom
$316M +$3.18M +15,929 +1%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$310M -$22.5M -112,741 -7%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$299M -$26.7M -133,476 -8%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$287M -$6.36M -31,798 -2%
Stifel Financial
18
Stifel Financial
Missouri
$287M +$3.96M +19,820 +1%
First Trust Advisors
19
First Trust Advisors
Illinois
$265M -$12.8M -63,837 -4%
UBS AM
20
UBS AM
Illinois
$260M +$10.9M +54,585 +4%
Bank of America
21
Bank of America
North Carolina
$250M +$19M +95,033 +8%
Norges Bank
22
Norges Bank
Norway
$247M -$11.9M -59,640 -4%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$232M +$6.24M +31,188 +3%
Amundi
24
Amundi
France
$216M +$2.21M +11,066 +1%
Goldman Sachs
25
Goldman Sachs
New York
$179M +$9.97M +49,843 +6%

CMI Hedge Fund Activity: Q2 2022 in Review

1,196 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2022, worth a combined $22.1B — down 6% from $23.5B a quarter earlier.

Sellers outnumbered buyers: 96 funds closed out of CMI and 84 opened new positions — a net loss of 12 holders — while 447 trimmed existing stakes and 463 added.

The largest buyer was Morgan Stanley, adding an estimated $162M. The largest seller was DZ Bank, cutting an estimated $134M.

  • 1,196 institutional investors held Cummins (CMI) as of Q2 2022, down from 1,226 in Q1 2022.
  • Funds reported $22.1B of Cummins stock for Q2 2022, down 6% quarter-over-quarter.
  • 84 funds opened new Cummins positions in Q2 2022 and 96 closed out, a net change of -12 holders.
  • The largest Cummins buyer in Q2 2022 was Morgan Stanley, an estimated $162M added.
  • The largest Cummins seller in Q2 2022 was DZ Bank, an estimated $134M sold.

Based on aggregated 13F filings for Q2 2022.