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1,282 hedge funds and large institutions have $28.4B invested in Cummins in 2022 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 478 increasing their positions, 432 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 68

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

21% more capital invested

Capital invested by funds: $23.6B → $28.4B (+$4.86B)

11% more repeat investments, than reductions

Existing positions increased: 478 | Existing positions reduced: 432

6% more funds holding

Funds holding: 1,2061,282 (+76)

1.69% more ownership

Funds ownership: 82.23%83.92% (+1.7%)

7% more call options, than puts

Call options by funds: $505M | Put options by funds: $474M

Holders
1,282
Holders Change
+76
Holders Change %
+6.3%
% of All Funds
20.61%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.24%
New
172
Increased
478
Reduced
432
Closed
68
Calls
$505M
Puts
$474M
Net Calls
+$31.4M
Net Calls Change
+$29.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.2B +$299K +1,256 +0%
BlackRock
2
BlackRock
New York
$2.8B -$3.95M -16,592 -0.1%
State Street
3
State Street
Massachusetts
$1.52B -$20.4M -85,874 -1%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.33B +$63.4M +266,704 +5%
Charles Schwab
5
Charles Schwab
California
$733M +$68.5M +287,870 +11%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$711M +$16.7M +70,040 +2%
Capital Research Global Investors
7
Capital Research Global Investors
California
$670M -$119M -502,123 -15%
Ameriprise
8
Ameriprise
Minnesota
$552M +$53.1M +223,259 +11%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$498M +$13.2M +55,502 +3%
Northern Trust
10
Northern Trust
Illinois
$487M -$3.23M -13,575 -0.7%
Morgan Stanley
11
Morgan Stanley
New York
$483M -$26.8M -112,530 -5%
LSV Asset Management
12
LSV Asset Management
Illinois
$442M -$61M -256,520 -12%
First Trust Advisors
13
First Trust Advisors
Illinois
$436M -$55.4M -232,991 -11%
PIF
14
Public Investment Fund
Saudi Arabia
$436M
Bank of America
15
Bank of America
North Carolina
$432M +$108M +454,044 +34%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$413M +$190M +799,433 +88%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$404M +$106M +443,851 +36%
Legal & General Group
18
Legal & General Group
United Kingdom
$379M -$14.6M -61,539 -4%
Stifel Financial
19
Stifel Financial
Missouri
$374M +$4.2M +17,648 +1%
Goldman Sachs
20
Goldman Sachs
New York
$358M +$10.7M +44,991 +3%
OTPPB
21
Ontario Teachers' Pension Plan Board
Ontario, Canada
$344M +$334M +1,403,908 +8,126%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$324M -$51.1M -215,029 -14%
UBS AM
23
UBS AM
Illinois
$298M -$18M -75,753 -6%
Norges Bank
24
Norges Bank
Norway
$292M +$16.7M +70,332 +6%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$290M -$2.07M -8,687 -0.7%

CMI Hedge Fund Activity: Q4 2022 in Review

1,282 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q4 2022, worth a combined $28.4B — up 21% from $23.6B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new CMI positions and 68 closed out — a net gain of 104 holders — while 478 added to existing stakes and 432 trimmed.

The largest buyer was Ontario Teachers' Pension Plan Board, adding an estimated $334M. The largest seller was Capital Research Global Investors, cutting an estimated $119M.

  • 1,282 institutional investors held Cummins (CMI) as of Q4 2022, up from 1,206 in Q3 2022.
  • Funds reported $28.4B of Cummins stock for Q4 2022, up 21% quarter-over-quarter.
  • 172 funds opened new Cummins positions in Q4 2022 and 68 closed out, a net change of +104 holders.
  • The largest Cummins buyer in Q4 2022 was Ontario Teachers' Pension Plan Board, an estimated $334M added.
  • The largest Cummins seller in Q4 2022 was Capital Research Global Investors, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2022.