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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
MA
851
MONECO Advisors
Connecticut
$575K -$89.2K -301 -14%
PA
852
Profund Advisors
Maryland
$569K -$115K -389 -18%
TIA
853
Tiemann Investment Advisors
California
$565K -$31.4K -106 -6%
EHC
854
Everett Harris & Co
California
$565K -$2.96K -10 -0.6%
PTC
855
Private Trust Company
Ohio
$564K +$13.6K +46 +3%
HTC
856
Haverford Trust Company
Pennsylvania
$563K +$30.2K +102 +6%
PI
857
PEAK6 Investments
Illinois
$563K +$515K +1,739 New
BCM
858
Brookstone Capital Management
Illinois
$563K -$54.8K -185 -10%
CWM
859
Concentric Wealth Management
California
$560K
PB
860
Pinnacle Bancorp
Nebraska
$560K +$66.7K +225 +15%
ACP
861
Aviance Capital Partners
Florida
$558K +$4.44K +15 +0.9%
GS
862
GTS Securities
New York
$553K +$506K +1,707 New
Bank Julius Baer & Co
863
Bank Julius Baer & Co
Switzerland
$552K -$29.9K -101 -7%
SIMG
864
Sonora Investment Management Group
Arizona
$548K +$889 +3 +0.2%
SAM
865
Smartleaf Asset Management
Massachusetts
$547K +$148K +499 +42%
WP
866
WMS Partners
Maryland
$546K +$167K +563 +50%
HI
867
Harbour Investments
Wisconsin
$545K +$889 +3 +0.2%
SWP
868
Stratos Wealth Partners
Ohio
$545K -$22.8K -77 -4%
PFBT
869
Parkside Financial Bank & Trust
Missouri
$542K +$12.1K +41 +3%
CCM
870
Chilton Capital Management
Texas
$542K
MCM
871
Mill Capital Management
North Carolina
$539K
VVP
872
Venture Visionary Partners
Ohio
$536K -$18.7K -63 -4%
NQWM
873
Northwest Quadrant Wealth Management
Oregon
$536K -$45.3K -153 -8%
TWM
874
Thrive Wealth Management
Pennsylvania
$533K -$9.18K -31 -2%
FPAS
875
Focus Partners Advisor Solutions
Missouri
$530K +$137K +462 +39%

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.