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
AIM
626
Achmea Investment Management
Netherlands
$1.23M -$80.4K -312 -7%
SFI
627
Siemens Fonds Invest
Germany
$1.23M -$17.5K -68 -2%
SSB
628
Sandy Spring Bank
Maryland
$1.22M -$303K -1,175 -22%
BSW
629
Buckingham Strategic Wealth
Missouri
$1.22M +$32K +124 +3%
SIA
630
Schechter Investment Advisors
Michigan
$1.22M -$14.9K -58 -1%
STCOSD
631
Sageworth Trust Company of South Dakota
South Dakota
$1.22M +$22.2K +86 +2%
MWM
632
Mission Wealth Management
California
$1.22M +$24.7K +96 +2%
STAS
633
Strong Tower Advisory Services
Minnesota
$1.21M +$123K +476 +13%
NA
634
NewEdge Advisors
Louisiana
$1.2M -$76K -295 -7%
MFAM
635
Motley Fool Asset Management
Virginia
$1.19M +$32K +124 +3%
KC
636
Kades & Cheifetz
Pennsylvania
$1.18M +$2.32K +9 +0.2%
LSA
637
Leonteq Securities AG
Switzerland
$1.18M -$143K -553 -12%
KWA
638
Kingswood Wealth Advisors
California
$1.18M +$14.2K +55 +1%
SBF
639
Sara-Bay Financial
Florida
$1.17M +$15.2K +59 +2%
MC
640
Moors & Cabot
Massachusetts
$1.17M +$146K +565 +17%
SFG
641
SevenBridge Financial Group
Pennsylvania
$1.16M -$9.28K -36 -0.9%
WSFS
642
Wilmington Savings Fund Society
Delaware
$1.16M +$1.01M +3,921 New
XT
643
XTX Topco
Cayman Islands
$1.15M +$1.01M +3,902 New
PWP
644
Precedent Wealth Partners
Texas
$1.15M +$110K +426 +12%
LNC
645
Lincoln National Corp
Pennsylvania
$1.14M +$13.9K +54 +1%
MAM
646
Mirabaud Asset Management
United Kingdom
$1.14M +$269K +1,043 +37%
VIM
647
Vinva Investment Management
Australia
$1.13M -$216K -839 -18%
BS
648
Banco Santander
Spain
$1.13M +$19.8K +77 +2%
FPF
649
First Pacific Financial
Washington
$1.13M +$12.1K +47 +1%
GIM
650
Goelzer Investment Management
Indiana
$1.12M -$182K -705 -16%

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.