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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
RL
1026
Rogco LP
Oklahoma
$313K +$21.9K +85 +9%
ATPW
1027
Ashton Thomas Private Wealth
Arizona
$313K
Cohen & Steers
1028
Cohen & Steers
New York
$312K
CCB
1029
Cutter & Co Brokerage
Missouri
$309K
ECM
1030
EagleClaw Capital Management
Massachusetts
$309K
SAM
1031
S.A. Mason
Michigan
$309K
PWP
1032
Perfromance Wealth Partners
Illinois
$309K
CFCI
1033
Comprehensive Financial Consultants Institutional
Indiana
$307K +$14.4K +56 +6%
CT
1034
Cambridge Trust
Massachusetts
$305K -$17K -66 -6%
SA
1035
SpiderRock Advisors
Delaware
$304K +$274K +1,062 New
SM
1036
Sweeney & Michel
California
$304K +$265K +1,029 New
WW
1037
Waterfront Wealth
Kansas
$304K
LA
1038
LexAurum Advisors
Kansas
$304K +$266K +1,031 New
CRI
1039
Colonial River Investments
Virginia
$301K
SVWAG
1040
Sound View Wealth Advisors Group
Georgia
$299K +$6.7K +26 +3%
BCG
1041
Breakwater Capital Group
New Jersey
$299K -$19.3K -75 -7%
LOPW
1042
Live Oak Private Wealth
North Carolina
$298K
WE
1043
Wealth Effects
Massachusetts
$298K +$258 +1 +0.1%
FCI
1044
Financial Counselors Inc
Kansas
$297K -$23.7K -92 -8%
PIM
1045
Provident Investment Management
Michigan
$296K -$131K -507 -34%
FC
1046
Fulcrum Capital
Washington
$295K
HWA
1047
Heartwood Wealth Advisors
Virginia
$295K
CIA
1048
Cladis Investment Advisory
Montana
$295K
GI
1049
GS Investments
Minnesota
$295K
AC
1050
AXQ Capital
New Jersey
$295K +$258K +1,000 New

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.