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1,390 hedge funds and large institutions have $32.2B invested in Cummins in 2024 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 521 increasing their positions, 493 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $347M | Put options by funds: $218M

44% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 84

1.95% more ownership

Funds ownership: 83.04%84.98% (+1.9%)

1% more funds holding

Funds holding: 1,3711,390 (+19)

6% more repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 493

7% less capital invested

Capital invested by funds: $34.7B → $32.2B (-$2.48B)

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
1,390
Holders Change
+19
Holders Change %
+1.39%
% of All Funds
20.07%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.14%
New
121
Increased
521
Reduced
493
Closed
84
Calls
$347M
Puts
$218M
Net Calls
+$128M
Net Calls Change
+$158M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
826
EPG Wealth Management
Georgia
$575K -$594K -2,077 Closed
OIM
827
Oder Investment Management
California
$573K
UCI
828
Uncommon Cents Investing
Wisconsin
$569K
BCM
829
Brookstone Capital Management
Illinois
$567K -$88.3K -309 -14%
CD
830
Chapin Davis
Maryland
$565K -$10.9K -38 -2%
JF
831
Joule Financial
Kentucky
$564K +$29.1K +102 +5%
EBWM
832
Eagle Bluffs Wealth Management
Missouri
$561K +$14.3K +50 +3%
TSWM
833
Triangle Securities Wealth Management
North Carolina
$559K
CBB
834
Citizens Business Bank
California
$557K +$144K +504 +33%
BP
835
Ballentine Partners
Massachusetts
$551K -$102K -356 -15%
TC
836
Truvestments Capital
Florida
$548K +$99.7K +349 +21%
NHC
837
Nicholas Hoffman & Company
Georgia
$548K -$4.57K -16 -0.8%
GP
838
Greenline Partners
New York
$545K +$572K +2,000 New
PMSA
839
Patrick M. Sweeney & Associates
Illinois
$542K
IAN
840
Integrated Advisors Network
Texas
$540K +$12.9K +45 +2%
APP
841
Avantax Planning Partners
Iowa
$539K +$1.14K +4 +0.2%
FCAS
842
First Command Advisory Services
Texas
$538K +$90.6K +317 +19%
FT
843
Fiduciary Trust
Massachusetts
$533K -$857 -3 -0.2%
Caisse de Depot et Placement du Quebec (CDPQ)
844
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$532K +$549K +1,920 New
FCCM
845
First City Capital Management
Georgia
$531K -$17.7K -62 -3%
IFG
846
Independent Financial Group
California
$528K +$58.3K +204 +12%
WB
847
WesBanco Bank
West Virginia
$526K -$133K -467 -20%
EWA
848
EP Wealth Advisors
California
$520K +$10K +35 +2%
KIG
849
Kessler Investment Group
Indiana
$513K -$34.6K -121 -6%
TIA
850
Tiemann Investment Advisors
California
$513K -$28.6K -100 -5%

CMI Hedge Fund Activity: Q2 2024 in Review

1,390 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2024, worth a combined $32.2B — down 7.2% from $34.7B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new CMI positions and 84 closed out — a net gain of 37 holders — while 521 added to existing stakes and 493 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $313M. The largest seller was Pacer Advisors, cutting an estimated $414M.

  • 1,390 institutional investors held Cummins (CMI) as of Q2 2024, up from 1,371 in Q1 2024.
  • Funds reported $32.2B of Cummins stock for Q2 2024, down 7.2% quarter-over-quarter.
  • 121 funds opened new Cummins positions in Q2 2024 and 84 closed out, a net change of +37 holders.
  • The largest Cummins buyer in Q2 2024 was Morgan Stanley, an estimated $313M added.
  • The largest Cummins seller in Q2 2024 was Pacer Advisors, an estimated $414M sold.

Based on aggregated 13F filings for Q2 2024.