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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
MCM
451
MAI Capital Management
Ohio
$2.7M -$121K -469 -5%
CTC
452
Central Trust Company
Missouri
$2.68M +$52.8K +205 +2%
AIC
453
Aurora Investment Counsel
Georgia
$2.68M -$15.7K -61 -0.7%
Carson Wealth (CWM LLC)
454
Carson Wealth (CWM LLC)
Nebraska
$2.67M +$153K +592 +7%
TAM
455
Tealwood Asset Management
Minnesota
$2.67M +$515 +2 +0%
MPPLM
456
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.65M +$295K +1,143 +15%
MPAM
457
Murphy Pohlad Asset Management
Minnesota
$2.6M -$51.5K -200 -2%
HIMCH
458
Hartford Investment Management Co (HIMCO)
Connecticut
$2.59M -$193K -750 -8%
LWCFA
459
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.56M -$180K -699 -7%
WI
460
Wintrust Investments
Illinois
$2.55M -$99.5K -386 -4%
VNIM
461
Vaughan Nelson Investment Management
Texas
$2.54M
MA
462
MONECO Advisors
Connecticut
$2.54M +$1.66M +6,437 +296%
NPP
463
New Potomac Partners
Maryland
$2.53M -$88.4K -343 -4%
CA
464
Cumberland Advisors
Florida
$2.52M
CFM
465
Catalyst Funds Management
Australia
$2.48M +$2.16M +8,400 New
PCA
466
Peddock Capital Advisors
Massachusetts
$2.47M +$91.5K +355 +4%
EGM
467
Engineers Gate Manager
New York
$2.45M -$10.2M -39,648 -83%
SWS
468
SYSTM Wealth Solutions
Illinois
$2.45M +$748K +2,902 +54%
H
469
HoyleCohen
California
$2.45M +$258 +1 +0%
HA
470
Harfst & Associates
Wyoming
$2.44M -$197K -763 -8%
PFA
471
Pathway Financial Advisers
Indiana
$2.41M -$18.8K -73 -0.9%
SAM
472
Securian Asset Management
Minnesota
$2.37M -$230K -893 -10%
WA
473
WBH Advisory
Maryland
$2.35M -$70.6K -274 -3%
LSERS
474
Louisiana State Employees Retirement System
Louisiana
$2.33M -$180K -700 -8%
BFG
475
Bleakley Financial Group
New Jersey
$2.32M +$77.8K +302 +4%

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.