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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
TC
426
Trilogy Capital
California
$3.1M -$64.9K -252 -2%
MSRPS
427
Maryland State Retirement & Pension System
Maryland
$3.09M -$39.9K -155 -1%
BMSSC
428
B. Metzler seel. Sohn & Co
Germany
$3.07M +$955K +3,707 +55%
MIA
429
MainStreet Investment Advisors
Illinois
$3.07M -$310K -1,204 -10%
ATC
430
Argent Trust Co
Tennessee
$3M -$120K -466 -4%
Federated Hermes
431
Federated Hermes
Pennsylvania
$2.97M +$125K +485 +5%
AWM
432
Apollon Wealth Management
South Carolina
$2.95M -$104K -405 -4%
FTIS
433
First Trust Investment Solutions
Florida
$2.95M +$46.1K +179 +2%
KM
434
KP Management
Minnesota
$2.95M
JCA
435
Jade Capital Advisors
New Jersey
$2.95M +$2.58M +10,000 New
BAMF
436
BI Asset Management Fondsmaeglerselskab
Denmark
$2.94M +$27.1K +105 +1%
OC
437
Oppenheimer & Co
New York
$2.93M -$687K -2,665 -21%
APF
438
Alaska Permanent Fund
Alaska
$2.91M -$7.43M -28,827 -75%
Wealthfront Advisers
439
Wealthfront Advisers
California
$2.89M +$20.1K +78 +0.8%
CA
440
CoreCap Advisors
Michigan
$2.88M +$1.85M +7,162 +273%
AWP
441
Ascent Wealth Partners
New York
$2.87M +$1.75M +6,794 +232%
ERIC
442
Eagle Rock Investment Company
Georgia
$2.84M +$1.8K +7 +0.1%
GSCM
443
Greenfield Seitz Capital Management
Texas
$2.81M +$258 +1 +0%
AAM
444
Azzad Asset Management
Virginia
$2.74M +$280K +1,088 +13%
ADMI
445
Albert D. Mason Inc
Massachusetts
$2.73M +$9.54K +37 +0.4%
GWM
446
GSB Wealth Management
Connecticut
$2.73M -$2.32K -9 -0.1%
FMWA
447
Forvis Mazars Wealth Advisors
Missouri
$2.72M +$185K +719 +8%
AWM
448
Absher Wealth Management
North Carolina
$2.71M -$19.3K -75 -0.8%
SSW
449
Stone Summit Wealth
Florida
$2.71M -$27.1K -105 -1%
DT
450
Diversified Trust
Tennessee
$2.7M -$586K -2,273 -20%

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.