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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
SIA
601
SkyView Investment Advisors
New Jersey
$1.34M +$1.17M +4,555 New
HT
602
Heritage Trust
Oklahoma
$1.34M
SG
603
StoneX Group
New York
$1.34M -$20.9K -81 -2%
HWM
604
Hohimer Wealth Management
Washington
$1.33M +$28.9K +112 +3%
RIA
605
Realta Investment Advisors
Delaware
$1.33M -$14.9K -58 -1%
SW
606
SlateStone Wealth
Florida
$1.33M +$1.16M +4,512 New
CFGS
607
Concourse Financial Group Securities
Alabama
$1.33M -$2.06K -8 -0.2%
MYAM
608
Meiji Yasuda Asset Management
Japan
$1.32M +$97.9K +380 +9%
FTDI
609
First Trust Direct Indexing
Massachusetts
$1.32M +$120K +464 +12%
GAM
610
Groupama Asset Management
France
$1.32M -$1.09M -4,222 -57%
EI
611
Ethic Inc
New York
$1.31M +$202K +784 +21%
WA
612
Waverly Advisors
Alabama
$1.31M +$460K +1,784 +67%
PAS
613
Park Avenue Securities
New York
$1.3M -$48.5K -188 -4%
P
614
Pitcairn
Pennsylvania
$1.3M +$126K +490 +13%
FNBT
615
FineMark National Bank & Trust
Florida
$1.3M -$577K -2,240 -34%
TWC
616
TD Waterhouse Canada
Ontario, Canada
$1.29M -$131K -508 -11%
Twin Tree Management
617
Twin Tree Management
Texas
$1.29M -$12.3M -47,684 -92%
TFA
618
Transamerica Financial Advisors
Florida
$1.29M +$182K +707 +19%
UB
619
Umpqua Bank
Oregon
$1.28M +$1.12M +4,345 New
WCM
620
Whitener Capital Management
North Carolina
$1.27M +$41.7K +162 +4%
NMIMC
621
Northwestern Mutual Investment Management Company
Wisconsin
$1.27M -$41.7K -162 -4%
DFC
622
DB Fitzpatrick & Co
Idaho
$1.27M -$4.12K -16 -0.4%
FGA
623
Fortis Group Advisors
New Jersey
$1.27M +$1.11M +4,294 New
IWM
624
IHT Wealth Management
Illinois
$1.26M -$398K -1,544 -27%
JWM
625
JGP Wealth Management
Oregon
$1.25M -$628K -2,438 -36%

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.