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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
BP
776
Ballentine Partners
Massachusetts
$691K +$45.6K +177 +8%
CA
777
Crumly & Associates
Illinois
$690K -$773 -3 -0.1%
KIA
778
KCM Investment Advisors
California
$686K +$61.3K +238 +11%
FMB
779
Field & Main Bank
Kentucky
$682K +$12.9K +50 +2%
CSS
780
Cubist Systematic Strategies
Connecticut
$680K -$20.7M -80,371 -97%
WC
781
Wynn Capital
Georgia
$676K -$15.5K -60 -3%
PK
782
Pflug Koory
Nebraska
$673K +$5.15K +20 +0.9%
GM
783
GeoWealth Management
Illinois
$667K +$374K +1,451 +178%
HH
784
Hilltop Holdings
Texas
$665K +$258 +1 +0%
DTC
785
Davidson Trust Company
Washington
$661K +$149K +579 +35%
BJL
786
Brighton Jones LLC
Washington
$659K +$12.4K +48 +2%
BCM
787
Brookstone Capital Management
Illinois
$658K +$144K +558 +33%
BWM
788
BlackDiamond Wealth Management
New York
$656K -$17K -66 -3%
EWS
789
Evergreen Wealth Solutions
Pennsylvania
$653K -$20.6K -80 -3%
EFMC
790
Empire Financial Management Company
New York
$652K -$35K -136 -6%
KC
791
Knuff & Co
California
$652K +$251K +975 +79%
VAG
792
VisionPoint Advisory Group
Texas
$652K +$235K +910 +70%
LC
793
Lindbrook Capital
California
$651K +$12.1K +47 +2%
AUB
794
Atlantic Union Bankshares
Virginia
$650K -$5.67K -22 -1%
AF
795
Allworth Financial
California
$648K +$37.1K +144 +7%
OAM
796
Oppenheimer Asset Management
New York
$648K -$156K -607 -22%
FFBTD
797
First Financial Bank - Trust Division
Ohio
$645K -$20.4K -79 -3%
PA
798
Profund Advisors
Maryland
$639K +$39.4K +153 +8%
HBT
799
Heartland Bank & Trust
Illinois
$635K -$258 -1 -0%
CP
800
Castleview Partners
Texas
$630K +$10.6K +41 +2%

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.