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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
RCAG
751
Rehmann Capital Advisory Group
Michigan
$846K -$16.6K -56 -2%
CIM
752
CIM Investment Management
Pennsylvania
$845K -$22.8K -77 -3%
CCM
753
Coldstream Capital Management
Washington
$843K +$116K +391 +18%
MS
754
Madden Securities
Texas
$842K
O
755
Ossiam
France
$839K +$44.1K +149 +6%
BFA
756
Beacon Financial Advisory
Ohio
$836K -$889 -3 -0.1%
WC
757
Wynn Capital
Georgia
$832K +$45.9K +155 +6%
MFG
758
MidWestOne Financial Group
Iowa
$832K
GA
759
GoalVest Advisory
New York
$832K -$14.8K -50 -2%
AP
760
Americana Partners
Texas
$820K +$460K +1,554 +159%
AIA
761
Affinity Investment Advisors
California
$809K
BWAM
762
Boyd Watterson Asset Management
Ohio
$807K -$5.92K -20 -0.8%
IBOK
763
Independence Bank of Kentucky
Kentucky
$806K +$695K +2,345 +1,617%
SWM
764
Segment Wealth Management
Texas
$805K -$592 -2 -0.1%
AWM
765
Axxcess Wealth Management
California
$804K +$444K +1,499 +152%
FFA
766
Farther Finance Advisors
California
$799K +$85.3K +288 +13%
CIC
767
Cornercap Investment Counsel
Georgia
$798K -$1.03M -3,479 -59%
FMB
768
Field & Main Bank
Kentucky
$796K +$34.1K +115 +5%
TIAA Trust, National Association
769
TIAA Trust, National Association
North Carolina
$795K +$20.4K +69 +3%
LAM
770
Lakewood Asset Management
Illinois
$794K -$1.48K -5 -0.2%
FT
771
Fiduciary Trust
Massachusetts
$786K +$150K +505 +26%
PP
772
Prudential plc
United Kingdom
$784K
BHC
773
Bowen Hanes & Co
Florida
$777K
PS
774
Principal Securities
Iowa
$776K +$89.2K +301 +14%
BP
775
Ballentine Partners
Massachusetts
$770K +$116K +390 +20%

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.