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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
ZIM
776
Zacks Investment Management
Illinois
$769K +$268K +905 +62%
GI
777
GAMMA Investing
California
$768K +$191K +644 +37%
Balyasny Asset Management
778
Balyasny Asset Management
Illinois
$768K -$11.4M -38,630 -94%
RWP
779
RWA Wealth Partners
Massachusetts
$759K -$28.4K -96 -4%
KIA
780
Knollwood Investment Advisory
Maryland
$750K
IFWM
781
Institute for Wealth Management
Colorado
$748K -$17.8K -60 -3%
ADIM
782
Alpha DNA Investment Management
Maryland
$748K +$684K +2,310 New
HH
783
Hilltop Holdings
Texas
$747K -$2.96K -10 -0.4%
CP
784
Castleview Partners
Texas
$746K +$21.3K +72 +3%
VI
785
Versor Investments
New York
$745K -$1.7M -5,724 -71%
CNTOF
786
Canandaigua National Trust of Florida
New York
$739K +$676K +2,283 New
CA
787
Crumly & Associates
Illinois
$736K -$6.52K -22 -1%
DBRC
788
D.B. Root & Company
Pennsylvania
$733K -$236K -796 -26%
IAS
789
Investment Advisory Services
Texas
$732K -$18.4K -62 -3%
PI
790
PFG Investments
New York
$725K +$144K +485 +28%
MFC
791
Mechanics Financial Corp
Ohio
$725K +$16.3K +55 +3%
EFMC
792
Empire Financial Management Company
New York
$723K -$16K -54 -2%
SMC
793
Smith, Moore & Co
Missouri
$722K -$113K -380 -15%
KC
794
Knuff & Co
California
$717K
LC
795
Lindbrook Capital
California
$715K -$2.07K -7 -0.3%
TC
796
Truvestments Capital
Florida
$715K +$67.2K +227 +11%
MOS
797
MGO One Seven
Ohio
$712K +$15.7K +53 +2%
AUB
798
Atlantic Union Bankshares
Virginia
$709K
CWS
799
Confluence Wealth Services
Pennsylvania
$708K -$362K -1,221 -36%
CCG
800
Cypress Capital Group
Florida
$706K +$646K +2,180 New

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.