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1,371 hedge funds and large institutions have $34.7B invested in Cummins in 2024 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 436 increasing their positions, 580 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more funds holding in top 10

Funds holding in top 10: 718 (+11)

20% more capital invested

Capital invested by funds: $28.9B → $34.7B (+$5.81B)

16% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 130

0% more funds holding

Funds holding: 1,3661,371 (+5)

7% less call options, than puts

Call options by funds: $413M | Put options by funds: $442M

1.98% less ownership

Funds ownership: 85.01%83.04% (-2%)

25% less repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 580

Holders
1,371
Holders Change
+5
Holders Change %
+0.37%
% of All Funds
19.75%
Holding in Top 10
18
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+157.14%
% of All Funds
0.26%
New
151
Increased
436
Reduced
580
Closed
130
Calls
$413M
Puts
$442M
Net Calls
-$29.3M
Net Calls Change
-$295M
Name Holding Trade Value Shares
Change
Change in
Stake
JF
376
Jump Financial
Illinois
$4.14M +$2.44M +9,463 +206%
WG
377
Watchman Group
Texas
$4.1M +$94.1K +365 +3%
CWM
378
CIBC World Markets
New York
$4.09M -$23.8M -92,345 -87%
FAB
379
First American Bank
Illinois
$4.09M -$12.9K -50 -0.4%
SMDAM
380
Sumitomo Mitsui DS Asset Management
Japan
$4.03M +$327K +1,267 +10%
PWS
381
Peloton Wealth Strategists
Indiana
$4.02M +$19.3K +75 +0.6%
QT
382
Quantbot Technologies
New York
$3.97M +$3.08M +11,963 +786%
Simplex Trading
383
Simplex Trading
Illinois
$3.97M +$3.47M +13,483 New
ASN
384
Advisory Services Network
Georgia
$3.94M -$96.4K -374 -3%
MPM
385
Meritage Portfolio Management
Kansas
$3.92M -$214K -830 -6%
Lido Advisors
386
Lido Advisors
California
$3.88M +$110K +427 +3%
AHC
387
Adell Harriman & Carpenter
Texas
$3.87M +$96.6K +375 +3%
SC
388
Sapient Capital
Indiana
$3.86M -$45.1K -175 -1%
EMPI
389
Elo Mutual Pension Insurance
Finland
$3.82M +$151K +585 +5%
BCI
390
Brinker Capital Investments
Pennsylvania
$3.79M -$868K -3,367 -21%
OPS
391
Orion Portfolio Solutions
Nebraska
$3.79M -$868K -3,367 -21%
AMIM
392
Aull & Monroe Investment Management
Alabama
$3.79M -$6.44K -25 -0.2%
VFA
393
Valeo Financial Advisors
Indiana
$3.76M -$29.4K -114 -0.9%
PFS
394
Physicians Financial Services
North Carolina
$3.73M -$6.44K -25 -0.2%
CWM
395
CMH Wealth Management
New Hampshire
$3.72M -$413K -1,602 -11%
RIL
396
Rothschild Investment LLC
Illinois
$3.71M -$46.4K -180 -1%
CGH
397
Crossmark Global Holdings
Texas
$3.59M -$108K -421 -3%
OAM
398
Occidental Asset Management
California
$3.59M +$229K +889 +8%
GIBU
399
Gulf International Bank (UK)
United Kingdom
$3.58M +$17.5K +68 +0.6%
CI
400
CX Institutional
Indiana
$3.54M +$2.66M +10,315 +601%

CMI Hedge Fund Activity: Q1 2024 in Review

1,371 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q1 2024, worth a combined $34.7B — up 20% from $28.9B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new CMI positions and 130 closed out — a net gain of 21 holders — while 436 added to existing stakes and 580 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $374M. The largest seller was Morgan Stanley, cutting an estimated $539M.

  • 1,371 institutional investors held Cummins (CMI) as of Q1 2024, up from 1,366 in Q4 2023.
  • Funds reported $34.7B of Cummins stock for Q1 2024, up 20% quarter-over-quarter.
  • 151 funds opened new Cummins positions in Q1 2024 and 130 closed out, a net change of +21 holders.
  • The largest Cummins buyer in Q1 2024 was Pacer Advisors, an estimated $374M added.
  • The largest Cummins seller in Q1 2024 was Morgan Stanley, an estimated $539M sold.

Based on aggregated 13F filings for Q1 2024.