We are live on ! Find out more

1,268 hedge funds and large institutions have $28.8B invested in Cummins in 2023 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 494 increasing their positions, 454 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $544M | Put options by funds: $334M

9% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 454

5% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 91

2% more capital invested

Capital invested by funds: $28.2B → $28.8B (+$614M)

0% less funds holding

Funds holding: 1,2711,268 (-3)

1.56% less ownership

Funds ownership: 84.49%82.93% (-1.6%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
1,268
Holders Change
-3
Holders Change %
-0.24%
% of All Funds
19.91%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.22%
New
96
Increased
494
Reduced
454
Closed
91
Calls
$544M
Puts
$334M
Net Calls
+$210M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.85B +$519M +2,292,728 +17%
BlackRock
2
BlackRock
New York
$3.04B +$40.9M +180,643 +1%
State Street
3
State Street
Massachusetts
$1.57B -$15.4M -68,223 -1%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.38B +$175M +772,796 +16%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$737M +$16M +70,677 +2%
Fisher Asset Management
6
Fisher Asset Management
Washington
$579M +$25.9M +114,424 +5%
Capital Research Global Investors
7
Capital Research Global Investors
California
$566M +$174K +769 +0%
Ameriprise
8
Ameriprise
Minnesota
$520M -$21.7M -95,800 -4%
First Eagle Investment Management
9
First Eagle Investment Management
New York
$502M -$2.11M -9,318 -0.5%
Morgan Stanley
10
Morgan Stanley
New York
$453M -$11.6M -51,119 -3%
PIF
11
Public Investment Fund
Saudi Arabia
$441M
Northern Trust
12
Northern Trust
Illinois
$428M -$36M -159,182 -8%
LSV Asset Management
13
LSV Asset Management
Illinois
$389M -$7.41M -32,710 -2%
Stifel Financial
14
Stifel Financial
Missouri
$389M +$4.71M +20,820 +1%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$383M +$5.21M +22,987 +1%
Legal & General Group
16
Legal & General Group
United Kingdom
$382M +$24.4M +107,908 +7%
OTPPB
17
Ontario Teachers' Pension Plan Board
Ontario, Canada
$364M +$22.3M +98,286 +7%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$362M +$38.1M +168,076 +13%
Bank of America
19
Bank of America
North Carolina
$316M -$158M -696,933 -35%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$291M +$4.62M +20,407 +2%
Norges Bank
21
Norges Bank
Norway
$286M -$24.3M -107,272 -8%
UBS AM
22
UBS AM
Illinois
$285M
First Trust Advisors
23
First Trust Advisors
Illinois
$280M -$9.53M -42,099 -4%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$264M -$9.39M -41,477 -4%
BGC
25
Beutel, Goodman & Co
Ontario, Canada
$230M +$5.53M +24,405 +3%

CMI Hedge Fund Activity: Q2 2023 in Review

1,268 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2023, worth a combined $28.8B — up 2.2% from $28.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new CMI positions and 91 closed out — a net gain of 5 holders — while 494 added to existing stakes and 454 trimmed.

The largest buyer was Vanguard Group, adding an estimated $519M. The largest seller was Envestnet Asset Management, cutting an estimated $367M.

  • 1,268 institutional investors held Cummins (CMI) as of Q2 2023, down from 1,271 in Q1 2023.
  • Funds reported $28.8B of Cummins stock for Q2 2023, up 2.2% quarter-over-quarter.
  • 96 funds opened new Cummins positions in Q2 2023 and 91 closed out, a net change of +5 holders.
  • The largest Cummins buyer in Q2 2023 was Vanguard Group, an estimated $519M added.
  • The largest Cummins seller in Q2 2023 was Envestnet Asset Management, an estimated $367M sold.

Based on aggregated 13F filings for Q2 2023.