1,355 hedge funds and large institutions have $28.8B invested in Cummins in 2023 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 439 increasing their positions, 494 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,355
Holders Change
+133
Holders Change %
+10.88%
% of All Funds
19.86%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.1%
New
210
Increased
439
Reduced
494
Closed
53
Calls
$543M
Puts
$277M
Net Calls
+$265M
Net Calls Change
+$26M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
1076
Heartwood Wealth Advisors
Virginia
$240K
GI
1077
GS Investments
Minnesota
$240K
CIA
1078
Cladis Investment Advisory
Montana
$240K
KWM
1079
Keebeck Wealth Management
Illinois
$240K +$9.58K +40 +4%
WGAM
1080
Wilkinson Global Asset Management
New York
$237K
SVWAG
1081
Sound View Wealth Advisors Group
Georgia
$237K +$240 +1 +0.1%
Focus Partners Wealth
1082
Focus Partners Wealth
Massachusetts
$236K +$236K +986 New
PWPS
1083
Pinnacle Wealth Planning Services
Ohio
$236K -$719 -3 -0.3%
CFCI
1084
Comprehensive Financial Consultants Institutional
Indiana
$236K
DGAM
1085
Desjardins Global Asset Management
Quebec, Canada
$235K -$70.9K -296 -23%
CP
1086
Covenant Partners
Tennessee
$235K
RL
1087
Rogco LP
Oklahoma
$234K +$138K +575 +143%
PCS
1088
Personal CFO Solutions
New Jersey
$234K +$234K +977 New
RFN
1089
Redwood Financial Network
Ohio
$234K -$36.2K -151 -13%
BTI
1090
Blue Trust Inc
Georgia
$230K -$120K -523 -34%
MIM
1091
Marco Investment Management
Georgia
$229K
FFO
1092
Fiduciary Family Office
Florida
$229K +$229K +954 New
OIA
1093
Optimum Investment Advisors
Illinois
$228K
KBFS
1094
Kohmann Bosshard Financial Services
Ohio
$225K +$225K +940 New
Koshinski Asset Management
1095
Koshinski Asset Management
Illinois
$225K -$165K -688 -42%
VAFP
1096
Vahanian & Associates Financial Planning
New York
$225K +$225K +938 New
SWM
1097
Spire Wealth Management
Virginia
$223K -$44.7K -195 -17%
HCM
1098
Howland Capital Management
Massachusetts
$223K
I
1099
IMPACTfolio
Colorado
$221K +$221K +923 New
LPT
1100
Legacy Private Trust
Wisconsin
$220K