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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
HWA
926
HHM Wealth Advisors
Tennessee
$450K +$6.22K +21 +2%
DP
927
Dearborn Partners
Illinois
$449K -$44.4K -150 -10%
PA
928
Procyon Advisors
Connecticut
$449K +$1.19K +4 +0.3%
WPA
929
West Paces Advisors
Georgia
$448K +$395K +1,335 +2,670%
KAS
930
KPP Advisory Services
Kentucky
$448K -$40K -135 -9%
AG
931
Ascent Group
Virginia
$447K +$29.6K +100 +8%
DF
932
Donoghue Forlines
Massachusetts
$446K -$365K -1,233 -47%
WPC
933
Wedmont Private Capital
Pennsylvania
$441K +$30.2K +102 +8%
RIA
934
Realta Investment Advisors
Delaware
$441K -$955K -3,225 -71%
KL
935
KilterHowling LLC
Colorado
$438K
SSWG
936
Seven Springs Wealth Group
Tennessee
$437K
FFN
937
Focus Financial Network
Minnesota
$437K -$49.8K -168 -11%
BHBT
938
Burke & Herbert Bank & Trust
Virginia
$436K -$5.33K -18 -1%
DWT
939
Dorsey & Whitney Trust
South Dakota
$436K +$17.5K +59 +5%
DIA
940
Dean Investment Associates
Ohio
$435K -$98K -331 -20%
AFG
941
Atomi Financial Group
New York
$433K +$33.2K +112 +9%
FFA
942
Founders Financial Alliance
North Carolina
$433K -$11.8K -40 -3%
CTA
943
Chesley Taft & Associates
Illinois
$427K
BA
944
Ballast Advisors
Minnesota
$427K -$70.5K -238 -15%
WPP
945
Whalerock Point Partners
Rhode Island
$426K
SAM
946
Silvercrest Asset Management
New York
$426K +$28.7K +97 +8%
BTI
947
Blue Trust Inc
Georgia
$424K +$82.1K +277 +22%
FNT
948
First Nebraska Trust
Nebraska
$424K
MHIC
949
Marble Harbor Investment Counsel
Massachusetts
$421K
PPWP
950
Premier Path Wealth Partners
New Jersey
$419K +$20.1K +68 +6%

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.