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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
IFG
726
Independent Financial Group
California
$942K +$297K +1,004 +53%
DTC
727
Davidson Trust Company
Washington
$936K +$169K +569 +24%
OAM
728
Oppenheimer Asset Management
New York
$934K -$20.7K -70 -2%
ET
729
Entropy Technologies
New York
$931K -$2.99M -10,095 -78%
BFS
730
Bradley Foster & Sargent
Connecticut
$929K +$10.7K +36 +1%
WBCM
731
Wilson & Boucher Capital Management
California
$929K -$4.44K -15 -0.5%
UCFA
732
United Capital Financial Advisors
Texas
$927K +$10.4K +35 +1%
GVAG
733
Great Valley Advisor Group
Delaware
$920K +$25.8K +87 +3%
TAM
734
Tocqueville Asset Management
New York
$919K +$118K +400 +16%
CM
735
Columbus Macro
Pennsylvania
$913K -$9.78K -33 -1%
LCGC
736
Legacy Capital Group California
California
$911K -$51.5K -174 -6%
FFO
737
Fiduciary Family Office
Florida
$910K +$550K +1,856 +195%
CCA
738
Checchi Capital Advisers
California
$907K -$14.2K -48 -2%
AAS
739
Ameritas Advisory Services
Nebraska
$898K -$245K -828 -23%
WT
740
Whittier Trust
California
$893K +$1.19K +4 +0.1%
AF
741
Allworth Financial
California
$892K +$83.5K +282 +11%
FMII
742
Farmers & Merchants Investments Inc
Nebraska
$892K
HWAM
743
Hennion & Walsh Asset Management
New Jersey
$889K -$1.41M -4,771 -63%
VHAM
744
Van Hulzen Asset Management
California
$889K -$23.4K -79 -3%
LFG
745
Larson Financial Group
Missouri
$882K +$83.5K +282 +12%
BW
746
Basepoint Wealth
Iowa
$874K -$96.3K -325 -11%
AIM
747
Acropolis Investment Management
Missouri
$866K -$61.3K -207 -7%
VI
748
Vestcor Inc
New Brunswick, Canada
$859K
MA
749
Mutual Advisors
Nebraska
$857K +$44.1K +149 +6%
QC
750
Quadrature Capital
United Kingdom
$853K -$9.99M -33,712 -93%

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.