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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
LSPW
951
Lake Street Private Wealth
Illinois
$416K -$1.19K -4 -0.3%
VT
952
Vise Technologies
New York
$413K +$152K +514 +67%
BHPW
953
Beverly Hills Private Wealth
California
$411K -$62.2K -210 -14%
RA
954
Ransom Advisory
Rhode Island
$411K -$88.9K -300 -19%
GF
955
Gabelli Funds
New York
$410K
WS
956
Wedbush Securities
California
$409K -$317K -1,070 -46%
AWM
957
Atticus Wealth Management
Florida
$409K
LSAG
958
Lake Street Advisors Group
New Hampshire
$408K -$4.74K -16 -1%
BMCM
959
Burns Matteson Capital Management
New York
$406K +$8.59K +29 +2%
CPA
960
Court Place Advisors
Maryland
$406K
SI
961
Stephens Inc
Arkansas
$405K +$42.4K +143 +13%
MCP
962
Mirador Capital Partners
California
$403K -$12.1K -41 -3%
CM
963
Castleark Management
Illinois
$402K
EWM
964
Evercore Wealth Management
New York
$400K -$44.4K -150 -11%
KFA
965
Kapstone Financial Advisors
Ohio
$399K
CAM
966
Cidel Asset Management
Ontario, Canada
$396K -$24.6K -83 -6%
Koshinski Asset Management
967
Koshinski Asset Management
Illinois
$392K +$8.89K +30 +3%
BGAI
968
Bruce G. Allen Investments
Colorado
$390K +$3.26K +11 +0.9%
SWM
969
Sterling Wealth Management
Illinois
$389K +$5.33K +18 +2%
EGA
970
E&G Advisors
Texas
$389K -$4.74K -16 -1%
FIB
971
First Interstate Bank
Montana
$389K +$355K +1,200 New
CFG
972
Carr Financial Group
Massachusetts
$386K +$2.07K +7 +0.6%
PGAM
973
Princeton Global Asset Management
New Jersey
$385K +$5.04K +17 +1%
AIA
974
Alera Investment Advisors
Illinois
$384K -$296 -1 -0.1%
FPGT
975
Financial Partners Group (Tennessee)
Tennessee
$381K +$592 +2 +0.2%

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.