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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
VCP
976
Verus Capital Partners
Arizona
$357K -$34.8K -135 -10%
FFA
977
Florida Financial Advisors
Florida
$356K -$30.4K -118 -9%
A
978
Allianz
Germany
$356K +$312K +1,209 New
SAM
979
Shell Asset Management
Netherlands
$356K +$332K +1,287 New
FPAS
980
Focus Partners Advisor Solutions
Missouri
$354K +$310K +1,202 New
CIC
981
Cutler Investment Counsel
Oregon
$354K -$91.7K -356 -23%
AG
982
Ascent Group
Virginia
$353K +$309K +1,198 New
AFG
983
Atomi Financial Group
New York
$353K +$8.51K +33 +3%
DWT
984
Dorsey & Whitney Trust
South Dakota
$352K -$34.3K -133 -10%
SWM
985
Sterling Wealth Management
Illinois
$351K
CW
986
Connectus Wealth
Ohio
$349K +$10.8K +42 +4%
FAFN
987
First Affirmative Financial Network
Colorado
$349K +$2.06K +8 +0.7%
CFG
988
Carr Financial Group
Massachusetts
$347K
GLA
989
Good Life Advisors
Pennsylvania
$347K +$258 +1 +0.1%
PGAM
990
Princeton Global Asset Management
New Jersey
$345K
DMBA
991
Deseret Mutual Benefit Administrators
Utah
$343K -$9.79K -38 -3%
WPC
992
Wedmont Private Capital
Pennsylvania
$342K +$31.7K +123 +12%
BW
993
Bison Wealth
Georgia
$342K -$16.2K -63 -5%
FFM
994
Forum Financial Management
Illinois
$340K +$773 +3 +0.3%
DWA
995
Douglass Winthrop Advisors
New York
$339K
VCM
996
Vivaldi Capital Management
Illinois
$338K -$7.47K -29 -3%
TWM
997
Tradition Wealth Management
Minnesota
$338K -$515 -2 -0.2%
GHA
998
GW Henssler & Associates
Georgia
$336K +$258 +1 +0.1%
WPW
999
Waldron Private Wealth
Pennsylvania
$336K +$2.83K +11 +1%
PTC
1000
Philadelphia Trust Company
Pennsylvania
$333K

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.