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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
BTI
1051
Blue Trust Inc
Georgia
$292K -$2.83K -11 -1%
CCG
1052
Catalina Capital Group
California
$290K +$254K +985 New
QCIG
1053
Quad-Cities Investment Group
Iowa
$290K -$46.4K -180 -15%
PWPS
1054
Pinnacle Wealth Planning Services
Ohio
$290K -$515 -2 -0.2%
LSA
1055
Lion Street Advisors
Texas
$289K
AWM
1056
Angeles Wealth Management
California
$289K -$6.44K -25 -2%
CP
1057
Covenant Partners
Tennessee
$289K
NW
1058
NewEdge Wealth
Pennsylvania
$289K +$265K +1,030 New
AP
1059
Americana Partners
Texas
$286K +$250K +971 New
ACS
1060
Archford Capital Strategies
Illinois
$285K +$22.4K +87 +10%
MGIA
1061
Moneta Group Investment Advisors
Missouri
$284K +$28.6K +111 +13%
BP
1062
BNP Paribas
France
$283K +$248K +962 New
KWM
1063
Keebeck Wealth Management
Illinois
$283K -$10.3K -40 -4%
SWM
1064
Spire Wealth Management
Virginia
$282K -$4.38K -17 -2%
BA
1065
Bridgewater Associates
Connecticut
$282K -$8.68M -33,671 -97%
MIM
1066
Marco Investment Management
Georgia
$281K
FFO
1067
Fiduciary Family Office
Florida
$281K
CSPIA
1068
Cary Street Partners Investment Advisory
Virginia
$281K +$246K +953 New
OIA
1069
Optimum Investment Advisors
Illinois
$280K
CWA
1070
CM Wealth Advisors
Ohio
$279K +$250K +972 New
KBFS
1071
Kohmann Bosshard Financial Services
Ohio
$277K +$258 +1 +0.1%
LPT
1072
Legacy Private Trust
Wisconsin
$275K +$3.87K +15 +2%
MCM
1073
Manchester Capital Management
Vermont
$275K +$13.9K +54 +6%
PWM
1074
Perigon Wealth Management
California
$274K -$116K -452 -33%
SFG
1075
Sovereign Financial Group
Connecticut
$271K +$237K +919 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.