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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
KIG
826
Kessler Investment Group
Indiana
$582K +$186K +723 +58%
Alyeska Investment Group
827
Alyeska Investment Group
Illinois
$577K +$504K +1,957 New
PMSA
828
Patrick M. Sweeney & Associates
Illinois
$576K +$11.9K +46 +2%
TIA
829
Tiemann Investment Advisors
California
$575K +$25.8K +100 +5%
APP
830
Avantax Planning Partners
Iowa
$572K -$46.9K -182 -9%
FFA
831
Farther Finance Advisors
California
$571K +$74K +287 +17%
JF
832
Joule Financial
Kentucky
$570K -$5.41K -21 -1%
FT
833
Fiduciary Trust
Massachusetts
$567K +$5.93K +23 +1%
WANY
834
Wealthspire Advisors (New York)
New York
$562K -$67.3K -261 -12%
IAN
835
Integrated Advisors Network
Texas
$562K +$3.87K +15 +0.8%
AI
836
Atom Investors
Texas
$560K +$490K +1,900 New
MOS
837
MGO One Seven
Ohio
$558K -$103K -398 -17%
SWM
838
Shelton Wealth Management
Texas
$556K -$11.6K -45 -2%
Jones Financial Companies
839
Jones Financial Companies
Missouri
$554K +$322K +1,248 +197%
BFG
840
Beacon Financial Group
Texas
$550K -$17.5K -68 -4%
JIC
841
Johnson Investment Counsel
Ohio
$547K +$77.3K +300 +19%
MSAM
842
Moloney Securities Asset Management
Missouri
$547K -$35.8K -139 -7%
DWM
843
Dorchester Wealth Management
Quebec, Canada
$545K +$12.9K +50 +3%
EWA
844
EP Wealth Advisors
California
$542K -$21.6K -84 -4%
LIM
845
Longfellow Investment Management
Massachusetts
$537K +$171K +665 +58%
PFBT
846
Parkside Financial Bank & Trust
Missouri
$535K +$43K +167 +10%
APM
847
Advanced Portfolio Management
New York
$532K +$466K +1,807 New
HI
848
Horizon Investments
North Carolina
$532K -$33.2K -129 -7%
PS
849
Principal Securities
Iowa
$531K +$100K +388 +27%
NQWM
850
Northwest Quadrant Wealth Management
Oregon
$531K +$2.06K +8 +0.4%

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.