We are live on ! Find out more

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
CA
526
Clearstead Advisors
Ohio
$1.78M -$36.9K -143 -2%
FCFC
527
First Citizens Financial Corp
Iowa
$1.76M
CIC
528
Cornercap Investment Counsel
Georgia
$1.76M -$981K -3,808 -39%
PIM
529
Penobscot Investment Management
Massachusetts
$1.76M -$224K -870 -13%
RPSA
530
Richard P. Slaughter Associates
Texas
$1.74M -$99.2K -385 -6%
DWP
531
Daymark Wealth Partners
Ohio
$1.74M -$9.02K -35 -0.6%
DFA
532
Delta Financial Advisors
Louisiana
$1.74M +$6.44K +25 +0.4%
RSA
533
River Street Advisors
Illinois
$1.73M +$70.9K +275 +5%
OIA
534
OneDigital Investment Advisors
Kansas
$1.73M +$313K +1,216 +26%
PAM
535
Panagora Asset Management
Massachusetts
$1.72M -$777K -3,015 -34%
HTIM
536
Harbour Trust & Investment Management
Indiana
$1.71M -$56.2K -218 -4%
IMCOOI
537
Investment Management Corp of Ontario (IMCO)
Canada
$1.7M -$258K -1,000 -15%
PP
538
Paloma Partners
Connecticut
$1.7M +$1.1M +4,252 +282%
CS
539
Cannell & Spears
New York
$1.69M +$1.48M +5,749 New
Envestnet Portfolio Solutions
540
Envestnet Portfolio Solutions
Illinois
$1.69M +$273K +1,061 +23%
MFG
541
Merit Financial Group
Georgia
$1.67M +$283K +1,100 +23%
EI
542
EDMP Inc
Florida
$1.66M +$22.9K +89 +2%
Assenagon Asset Management
543
Assenagon Asset Management
Luxembourg
$1.66M -$56.1M -217,661 -97%
BRWA
544
B. Riley Wealth Advisors
Florida
$1.66M +$249K +966 +15%
OAM
545
Ostrum Asset Management
France
$1.65M +$9.28K +36 +0.6%
AF
546
Arrow Financial
New York
$1.64M -$172K -666 -11%
OBGC
547
O'Brien Greene & Co
Pennsylvania
$1.64M -$133K -515 -8%
HW
548
Hancock Whitney
Mississippi
$1.64M -$355K -1,379 -20%
MLICM
549
Metropolitan Life Insurance Company (MetLife)
New York
$1.62M -$70.4K -273 -5%
JFGIW
550
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.62M +$240K +930 +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.