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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
MCM
876
Mill Capital Management
North Carolina
$491K
STA
877
Summit Trail Advisors
New York
$488K +$42K +163 +11%
CCM
878
Chilton Capital Management
Texas
$486K -$9.79K -38 -2%
HI
879
Harbour Investments
Wisconsin
$483K +$27.6K +107 +7%
HTC
880
Haverford Trust Company
Pennsylvania
$483K -$72.2K -280 -15%
SFB
881
STAR Financial Bank
Indiana
$482K -$28.3K -110 -6%
ADL
882
Asset Dedication LLC
California
$482K -$2.06K -8 -0.5%
NFA
883
Northern Financial Advisors
Michigan
$481K -$2.06K -8 -0.5%
TC
884
Truvestments Capital
Florida
$480K +$360K +1,397 +597%
FCAS
885
First Command Advisory Services
Texas
$479K +$419K +1,626 New
BIM
886
Baldwin Investment Management
Pennsylvania
$476K +$19.3K +75 +5%
FNBSF
887
First National Bank Sioux Falls
South Dakota
$471K
HGWM
888
Horst & Graben Wealth Management
Oregon
$471K
CA
889
Calton & Associates
Florida
$471K
ACA
890
Aptus Capital Advisors
Alabama
$470K +$61.9K +240 +18%
BHPW
891
Beverly Hills Private Wealth
California
$470K -$25.8K -100 -6%
PI
892
PFG Investments
New York
$469K -$186K -723 -31%
AIP
893
Ameritas Investment Partners
Nebraska
$468K -$36.1K -140 -8%
FIA
894
Foundations Investment Advisors
Arizona
$468K -$36.6K -142 -8%
Empower Advisory Group
895
Empower Advisory Group
Colorado
$467K -$18.8K -73 -4%
HBW
896
Hazlett, Burt & Watson
West Virginia
$467K +$6.96K +27 +2%
RCAG
897
Rehmann Capital Advisory Group
Michigan
$463K -$773 -3 -0.2%
SWP
898
Stratos Wealth Partners
Ohio
$463K -$31.2K -121 -7%
EM
899
ELCO Management
New York
$463K
MFA
900
Mayflower Financial Advisors
Massachusetts
$462K +$16.5K +64 +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.