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1,390 hedge funds and large institutions have $32.2B invested in Cummins in 2024 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 521 increasing their positions, 493 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $347M | Put options by funds: $218M

44% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 84

1.95% more ownership

Funds ownership: 83.04%84.98% (+1.9%)

1% more funds holding

Funds holding: 1,3711,390 (+19)

6% more repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 493

7% less capital invested

Capital invested by funds: $34.7B → $32.2B (-$2.48B)

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
1,390
Holders Change
+19
Holders Change %
+1.39%
% of All Funds
20.07%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.14%
New
121
Increased
521
Reduced
493
Closed
84
Calls
$347M
Puts
$218M
Net Calls
+$128M
Net Calls Change
+$158M
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
976
Court Place Advisors
Maryland
$347K
BCMLT
977
Beacon Capital Management LLC (Tennessee)
Tennessee
$344K +$2.86K +10 +0.8%
CM
978
Castleark Management
Illinois
$343K
BW
979
Bison Wealth
Georgia
$342K
FCP
980
Fidelis Capital Partners
Florida
$340K +$10.9K +38 +3%
AFG
981
Atomi Financial Group
New York
$340K +$8.29K +29 +2%
RIA
982
Regal Investment Advisors
Michigan
$339K +$3.43K +12 +1%
BMCM
983
Burns Matteson Capital Management
New York
$339K -$73.2K -256 -17%
PPWP
984
Premier Path Wealth Partners
New Jersey
$339K +$350K +1,225 New
KFA
985
Kapstone Financial Advisors
Ohio
$338K
SAM
986
Silvercrest Asset Management
New York
$338K
EGA
987
E&G Advisors
Texas
$337K
PBO
988
Peoples Bank (Ohio)
Ohio
$336K +$347K +1,213 New
OIS
989
Okabena Investment Services
Minnesota
$332K +$343K +1,200 New
FFM
990
Forum Financial Management
Illinois
$332K +$12K +42 +4%
SAM
991
Smartleaf Asset Management
Massachusetts
$330K +$94.3K +330 +39%
BGAI
992
Bruce G. Allen Investments
Colorado
$330K -$24K -84 -7%
AIA
993
Alera Investment Advisors
Illinois
$329K -$138K -484 -29%
CFG
994
Carr Financial Group
Massachusetts
$328K +$1.72K +6 +0.5%
SWM
995
Sterling Wealth Management
Illinois
$328K -$2K -7 -0.6%
CGL
996
Clarius Group LLC
Washington
$327K -$18.6K -65 -5%
LSA
997
Lion Street Advisors
Texas
$326K -$8.29K -29 -2%
FAFN
998
First Affirmative Financial Network
Colorado
$326K -$2.57K -9 -0.8%
FPAS
999
Focus Partners Advisor Solutions
Missouri
$325K -$7.72K -27 -2%
FPGT
1000
Financial Partners Group (Tennessee)
Tennessee
$325K +$22.9K +80 +7%

CMI Hedge Fund Activity: Q2 2024 in Review

1,390 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2024, worth a combined $32.2B — down 7.2% from $34.7B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new CMI positions and 84 closed out — a net gain of 37 holders — while 521 added to existing stakes and 493 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $313M. The largest seller was Pacer Advisors, cutting an estimated $414M.

  • 1,390 institutional investors held Cummins (CMI) as of Q2 2024, up from 1,371 in Q1 2024.
  • Funds reported $32.2B of Cummins stock for Q2 2024, down 7.2% quarter-over-quarter.
  • 121 funds opened new Cummins positions in Q2 2024 and 84 closed out, a net change of +37 holders.
  • The largest Cummins buyer in Q2 2024 was Morgan Stanley, an estimated $313M added.
  • The largest Cummins seller in Q2 2024 was Pacer Advisors, an estimated $414M sold.

Based on aggregated 13F filings for Q2 2024.