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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
ORIO
76
Old Republic International (ORI)
Illinois
$64.7M
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$63.2M -$496K -1,923 -0.9%
National Pension Service
78
National Pension Service
South Korea
$62.9M -$291K -1,128 -0.5%
Public Sector Pension Investment Board (PSP Investments)
79
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$61.1M +$52.6M +204,260 +6,334%
Russell Investments Group
80
Russell Investments Group
United Kingdom
$60.7M +$8.42M +32,665 +19%
Jane Street
81
Jane Street
New York
$60.3M -$176M -681,678 -77%
Mitsubishi UFJ Asset Management
82
Mitsubishi UFJ Asset Management
Japan
$55.1M +$5.63M +21,850 +13%
Korea Investment Corp
83
Korea Investment Corp
South Korea
$54.5M -$6.43M -24,961 -12%
AllianceBernstein
84
AllianceBernstein
Tennessee
$54M -$9.38M -36,404 -17%
RJFSA
85
Raymond James Financial Services Advisors
Florida
$47M +$1.77M +6,872 +5%
DZ Bank
86
DZ Bank
Germany
$46.7M -$2.02M -7,819 -5%
Brown Advisory
87
Brown Advisory
Maryland
$45.8M -$14.3M -55,586 -26%
Victory Capital Management
88
Victory Capital Management
Texas
$45.6M -$5.29M -20,532 -12%
Franklin Resources
89
Franklin Resources
California
$45.3M -$6.29M -24,423 -14%
Swedbank
90
Swedbank
Sweden
$44.5M +$815K +3,162 +2%
Mariner
91
Mariner
Kansas
$44.3M +$1.49M +5,797 +4%
Aviva
92
Aviva
United Kingdom
$44.3M +$6.85M +26,591 +21%
Prudential Financial
93
Prudential Financial
New Jersey
$44.3M +$1.81M +7,042 +5%
Lord, Abbett & Co
94
Lord, Abbett & Co
New Jersey
$43.1M +$37.7M +146,210 New
WorldQuant Millennium Advisors
95
WorldQuant Millennium Advisors
New York
$42.3M +$14.4M +55,922 +64%
TAM
96
Todd Asset Management
Kentucky
$41.1M -$2.39M -9,263 -6%
CI
97
Conning Inc
Connecticut
$40.9M -$1.57M -6,093 -4%
KeyBank National Association
98
KeyBank National Association
Ohio
$40.2M -$2.84M -11,037 -7%
New York State Common Retirement Fund
99
New York State Common Retirement Fund
New York
$39.8M -$2.22M -8,603 -6%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$39.5M +$1.93M +7,470 +5%

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.