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1,427 hedge funds and large institutions have $37.4B invested in Cummins in 2024 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 523 increasing their positions, 511 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $363M | Put options by funds: $240M

51% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 100

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

16% more capital invested

Capital invested by funds: $32.2B → $37.4B (+$5.24B)

3% more funds holding

Funds holding: 1,3901,427 (+37)

1.92% more ownership

Funds ownership: 84.98%86.9% (+1.9%)

2% more repeat investments, than reductions

Existing positions increased: 523 | Existing positions reduced: 511

Holders
1,427
Holders Change
+37
Holders Change %
+2.66%
% of All Funds
20.49%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
151
Increased
523
Reduced
511
Closed
100
Calls
$363M
Puts
$240M
Net Calls
+$123M
Net Calls Change
-$4.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RGF
601
Retirement Guys Formula
Ohio
$1.54M +$1.41M +4,747 New
MYAM
602
Meiji Yasuda Asset Management
Japan
$1.53M -$62.8K -212 -4%
SS
603
Sunbelt Securities
Texas
$1.53M -$24K -81 -2%
NIM
604
NEOS Investment Management
Connecticut
$1.53M +$241K +812 +21%
KWA
605
Kingswood Wealth Advisors
California
$1.52M +$12.7K +43 +0.9%
WA
606
Waverly Advisors
Alabama
$1.52M +$22.5K +76 +2%
PWMAG
607
Pinnacle Wealth Management Advisory Group
New Jersey
$1.51M -$7.41K -25 -0.5%
SAM
608
Smithbridge Asset Management
Pennsylvania
$1.51M +$555K +1,872 +67%
NSIM
609
North Star Investment Management
Illinois
$1.5M +$296 +1 +0%
MFG
610
Merit Financial Group
Georgia
$1.5M -$757K -2,556 -36%
CFGS
611
Concourse Financial Group Securities
Alabama
$1.49M -$7.7K -26 -0.6%
UB
612
Umpqua Bank
Oregon
$1.49M -$12.1K -41 -0.9%
SW
613
SlateStone Wealth
Florida
$1.49M +$40K +135 +3%
FHB
614
First Hawaiian Bank
Hawaii
$1.49M -$8K -27 -0.6%
BF
615
BOK Financial
Oklahoma
$1.48M -$1.19K -4 -0.1%
TWC
616
TD Waterhouse Canada
Ontario, Canada
$1.48M +$78.8K +266 +6%
AFG
617
Argent Financial Group
Louisiana
$1.47M +$1.35M +4,544 New
PWP
618
Precedent Wealth Partners
Texas
$1.47M +$123K +415 +10%
HWM
619
Hohimer Wealth Management
Washington
$1.47M
PAS
620
Park Avenue Securities
New York
$1.45M -$65.8K -222 -5%
KPWS
621
Kestra Private Wealth Services
Texas
$1.44M -$554K -1,869 -30%
MAS
622
Meeder Advisory Services
Ohio
$1.43M +$48.3K +163 +4%
PAM
623
Paradigm Asset Management
New York
$1.42M
TA
624
TCM Advisors
West Virginia
$1.42M
GCM
625
Graham Capital Management
Connecticut
$1.42M +$1.3M +4,400 New

CMI Hedge Fund Activity: Q3 2024 in Review

1,427 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q3 2024, worth a combined $37.4B — up 16% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new CMI positions and 100 closed out — a net gain of 51 holders — while 523 added to existing stakes and 511 trimmed.

The largest buyer was Pathway Financial Advisers, adding an estimated $748M. The largest seller was T. Rowe Price Associates, cutting an estimated $321M.

  • 1,427 institutional investors held Cummins (CMI) as of Q3 2024, up from 1,390 in Q2 2024.
  • Funds reported $37.4B of Cummins stock for Q3 2024, up 16% quarter-over-quarter.
  • 151 funds opened new Cummins positions in Q3 2024 and 100 closed out, a net change of +51 holders.
  • The largest Cummins buyer in Q3 2024 was Pathway Financial Advisers, an estimated $748M added.
  • The largest Cummins seller in Q3 2024 was T. Rowe Price Associates, an estimated $321M sold.

Based on aggregated 13F filings for Q3 2024.