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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
BFG
851
Beacon Financial Group
Texas
$511K -$5.14K -18 -1%
LIM
852
Longfellow Investment Management
Massachusetts
$508K +$3.71K +13 +0.7%
SWM
853
Shelton Wealth Management
Texas
$508K -$15.4K -54 -3%
SPC
854
Sigma Planning Corp
Michigan
$502K -$197K -689 -28%
NQWM
855
Northwest Quadrant Wealth Management
Oregon
$501K +$2K +7 +0.4%
APM
856
Advanced Portfolio Management
New York
$500K
WANY
857
Wealthspire Advisors (New York)
New York
$500K -$29.7K -104 -5%
SW
858
SkyOak Wealth
Michigan
$498K +$85.7K +300 +20%
IPW
859
Impact Partnership Wealth
Georgia
$498K +$506K +1,769 +5,897%
SIMG
860
Sonora Investment Management Group
Arizona
$498K
MMG
861
Monetary Management Group
Missouri
$494K
SFP
862
Shepherd Financial Partners
Massachusetts
$492K -$6K -21 -1%
SWP
863
Stratos Wealth Partners
Ohio
$488K +$54K +189 +12%
EHC
864
Everett Harris & Co
California
$486K +$15.7K +55 +3%
PI
865
PFG Investments
New York
$485K +$45.7K +160 +10%
1SB
866
1ST Source Bank
Indiana
$485K +$857 +3 +0.2%
JIC
867
Johnson Investment Counsel
Ohio
$481K -$34.3K -120 -6%
AWA
868
Arete Wealth Advisors
Illinois
$480K +$500K +1,748 New
CWM
869
Concentric Wealth Management
California
$479K
SEC
870
Seven Eight Capital
New York
$479K +$494K +1,729 New
GI
871
GAMMA Investing
California
$479K +$146K +510 +42%
TSW
872
Thompson Siegel & Walmsley
Virginia
$476K
VVP
873
Venture Visionary Partners
Ohio
$476K -$181K -633 -27%
Bank Julius Baer & Co
874
Bank Julius Baer & Co
Switzerland
$474K +$294K +1,028 +202%
CAG
875
Crestwood Advisors Group
Massachusetts
$473K +$2K +7 +0.4%

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.