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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
EWM
826
EPG Wealth Management
Georgia
$646K +$591K +1,994 New
NHC
827
Nicholas Hoffman & Company
Georgia
$641K
TSWM
828
Triangle Securities Wealth Management
North Carolina
$640K -$11.8K -40 -2%
PMSA
829
Patrick M. Sweeney & Associates
Illinois
$638K +$3.85K +13 +0.7%
FCAS
830
First Command Advisory Services
Texas
$629K
KIG
831
Kessler Investment Group
Indiana
$616K +$14.2K +48 +3%
BAM
832
Belpointe Asset Management
Nevada
$614K +$159K +536 +39%
GCP
833
GSA Capital Partners
United Kingdom
$613K -$813K -2,745 -59%
EBWM
834
Eagle Bluffs Wealth Management
Missouri
$610K -$41.8K -141 -7%
TSMHT
835
Thurston Springer Miller Herd & Titak
Indiana
$610K +$159K +538 +40%
IAN
836
Integrated Advisors Network
Texas
$610K -$20.1K -68 -3%
JIC
837
Johnson Investment Counsel
Ohio
$609K +$43K +145 +8%
MSFS
838
Main Street Financial Solutions
Pennsylvania
$608K +$153K +517 +38%
HI
839
Horizon Investments
North Carolina
$602K -$64.9K -219 -11%
CRI
840
Colonial River Investments
Virginia
$598K +$255K +862 +88%
LIM
841
Longfellow Investment Management
Massachusetts
$597K +$2.96K +10 +0.5%
1SB
842
1ST Source Bank
Indiana
$597K +$27.5K +93 +5%
GL
843
Graypoint LLC
New York
$595K +$55.4K +187 +11%
SPC
844
Sigma Planning Corp
Michigan
$594K +$6.22K +21 +1%
SFP
845
Shepherd Financial Partners
Massachusetts
$589K +$12.1K +41 +2%
CAG
846
Crestwood Advisors Group
Massachusetts
$584K +$28.1K +95 +6%
SW
847
SkyOak Wealth
Michigan
$583K
BFG
848
Beacon Financial Group
Texas
$580K -$16.9K -57 -3%
MMG
849
Monetary Management Group
Missouri
$578K
WANY
850
Wealthspire Advisors (New York)
New York
$576K -$7.7K -26 -1%

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.