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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
PL
1001
Perpetual Ltd
Australia
$333K
FCP
1002
Fidelis Capital Partners
Florida
$332K +$2.32K +9 +0.8%
FFB
1003
First Financial Bankshares
Texas
$332K +$291K +1,128 New
CSB
1004
City State Bank
Iowa
$332K
FFG
1005
Fortem Financial Group
California
$332K +$16K +62 +6%
FPB
1006
First PREMIER Bank
South Dakota
$329K
WP
1007
WMS Partners
Maryland
$328K +$7.22K +28 +3%
CPA
1008
Cardiff Park Advisors
California
$328K
FTC
1009
Farmers Trust Company
Ohio
$327K
BBA
1010
BLB&B Advisors
Pennsylvania
$326K
KWS
1011
Keystone Wealth Services
California
$324K +$1.55K +6 +0.5%
CDH
1012
Charles D. Hyman
$324K
CWA
1013
Clarus Wealth Advisors
Arizona
$323K +$276K +1,070 New
FPGT
1014
Financial Partners Group (Tennessee)
Tennessee
$323K +$282K +1,095 New
CFD
1015
Creative Financial Designs
Indiana
$322K -$27.6K -107 -9%
WFMPM
1016
Woodley Farra Manion Portfolio Management
Indiana
$322K -$12.1K -47 -4%
PCS
1017
Personal CFO Solutions
New Jersey
$321K +$28.6K +111 +11%
ACG
1018
Allen Capital Group
Nebraska
$320K +$17.3K +67 +7%
DA
1019
Dover Advisors
Virginia
$320K +$9.02K +35 +3%
PTC
1020
Petrus Trust Company
Texas
$319K -$497K -1,928 -64%
CW
1021
CreativeOne Wealth
Kansas
$318K +$278K +1,080 New
KMC
1022
Kirr Marbach & Co
Indiana
$318K -$26.5K -103 -9%
MTIC
1023
Missouri Trust & Investment Company
Missouri
$317K -$9.02K -35 -3%
LC
1024
LCNB Corp
Ohio
$314K
TCOT
1025
Trust Company of Toledo
Ohio
$314K

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.