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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
HFM
501
Hartford Financial Management
Connecticut
$2.06M +$1.8K +7 +0.1%
BOS
502
Bank of Stockton
California
$2.06M -$1.8K -7 -0.1%
MGP
503
Metis Global Partners
California
$2.05M +$67.8K +263 +4%
CT
504
Chicago Trust
Illinois
$2.05M +$16.5K +64 +0.9%
SIAP
505
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.05M
CT
506
Caldwell Trust
Florida
$2.01M -$77.1K -299 -4%
TRCT
507
Tower Research Capital (TRC)
New York
$2.01M -$2.91M -11,279 -62%
CIP
508
Cornerstone Investment Partners
Georgia
$1.99M
BDFN
509
Bond & Devick Financial Network
Minnesota
$1.99M +$1.03K +4 +0.1%
GWM
510
Geneos Wealth Management
Colorado
$1.97M -$28.1K -109 -2%
KCM
511
Kendall Capital Management
Maryland
$1.97M +$194K +753 +13%
SNBOSCI
512
Security National Bank of Sioux City Iowa
Iowa
$1.96M -$39.4K -153 -2%
CB
513
Cadence Bank
Mississippi
$1.96M -$72.2K -280 -4%
SPIA
514
Steward Partners Investment Advisory
New York
$1.94M +$271K +1,050 +19%
IWC
515
Integrated Wealth Concepts
Massachusetts
$1.93M -$165K -639 -9%
ACL
516
Applied Capital LLC
Florida
$1.91M +$59K +229 +4%
DF
517
Donoghue Forlines
Massachusetts
$1.9M +$1.66M +6,448 New
KPWS
518
Kestra Private Wealth Services
Texas
$1.86M +$581K +2,253 +56%
IIM
519
Ipswich Investment Management
Massachusetts
$1.85M
IC
520
IEQ Capital
California
$1.83M +$146K +566 +10%
BHCM
521
Brevan Howard Capital Management
Jersey
$1.82M -$1.15M -4,458 -42%
TCOV
522
Trust Company of Vermont
Vermont
$1.82M +$55.7K +216 +4%
GSC
523
Grey Street Capital
Illinois
$1.8M +$1.58M +6,116 New
TA
524
TCM Advisors
West Virginia
$1.8M
SW
525
SVB Wealth
Massachusetts
$1.79M -$42.3K -164 -3%

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.