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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
CM
726
Columbus Macro
Pennsylvania
$833K +$503K +1,952 +223%
VHAM
727
Van Hulzen Asset Management
California
$829K -$52.1K -202 -7%
WBCM
728
Wilson & Boucher Capital Management
California
$827K -$142K -550 -16%
TCM
729
Teza Capital Management
Illinois
$827K +$723K +2,806 New
SP
730
Symmetry Partners
Connecticut
$822K -$957K -3,712 -57%
SAM
731
Smithbridge Asset Management
Pennsylvania
$821K -$56.2K -218 -7%
CF
732
Copperwynd Financial
Arizona
$820K +$515 +2 +0.1%
CCA
733
Checchi Capital Advisers
California
$816K +$12.4K +48 +2%
FMII
734
Farmers & Merchants Investments Inc
Nebraska
$812K
WT
735
Whittier Trust
California
$802K
GIA
736
Guyasuta Investment Advisors
Pennsylvania
$802K
MG
737
Mather Group
Illinois
$801K -$45.6K -177 -5%
CIM
738
CIM Investment Management
Pennsylvania
$799K
GRP
739
Global Retirement Partners
California
$798K -$26.3K -102 -4%
E3F
740
Eight 31 Financial
Texas
$798K -$387K -1,500 -36%
TAM
741
Tocqueville Asset Management
New York
$795K -$36.3K -141 -5%
GVAG
742
Great Valley Advisor Group
Delaware
$795K +$129K +499 +23%
UCFA
743
United Capital Financial Advisors
Texas
$793K -$546K -2,117 -44%
WI
744
Wahed Invest
New York
$791K +$69.6K +270 +11%
SFA
745
Sequoia Financial Advisors
Ohio
$786K -$805K -3,122 -54%
WSC
746
Wellington Shields & Co
New York
$786K -$363K -1,409 -35%
VI
747
Vestcor Inc
New Brunswick, Canada
$781K -$57.5K -223 -8%
MS
748
Madden Securities
Texas
$781K -$6.44K -25 -0.9%
UB
749
UMB Bank
Missouri
$772K +$1.03K +4 +0.2%
CCM
750
Coldstream Capital Management
Washington
$768K +$20.6K +80 +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.