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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
HCM
1076
Howland Capital Management
Massachusetts
$268K -$5.67K -22 -2%
CA
1077
Cortland Associates
Missouri
$268K +$1.29K +5 +0.6%
FBFS
1078
First Business Financial Services
Wisconsin
$266K
EP
1079
Eudaimonia Partners
Tennessee
$266K
OAM
1080
Oak Asset Management
California
$265K
FFA
1081
Fortune Financial Advisors
Kansas
$264K
SWM
1082
SeaCrest Wealth Management
New York
$264K -$81.2K -315 -26%
ZF
1083
Zhang Financial
Michigan
$264K
WTC
1084
WhitTier Trust Company
Nevada
$262K -$240K -933 -51%
AAS
1085
Annex Advisory Services
Wisconsin
$262K +$229K +888 New
ET
1086
Equitable Trust
Tennessee
$262K +$229K +888 New
CIA
1087
Choate Investment Advisors
Massachusetts
$261K
PCM
1088
Penserra Capital Management
California
$261K -$152K -590 -40%
IWA
1089
Icon Wealth Advisors
Texas
$260K +$73.7K +286 +48%
CPBTD
1090
Central Pacific Bank - Trust Division
Hawaii
$260K +$228K +883 New
NAS
1091
Nicolet Advisory Services
Wisconsin
$259K -$15.7K -61 -7%
P
1092
&Partners
Tennessee
$258K +$226K +877 New
LMKC
1093
L.M. Kohn & Company
Ohio
$257K
HIP
1094
HUB Investment Partners
Texas
$257K +$225K +872 New
ACGA
1095
Atlanta Consulting Group Advisors
Georgia
$256K +$224K +870 New
GSB
1096
Greenfield Savings Bank
Massachusetts
$256K -$6.18K -24 -3%
PWLP
1097
Prio Wealth Limited Partnership
Massachusetts
$255K -$773 -3 -0.3%
WGAM
1098
Wilkinson Global Asset Management
New York
$253K -$33.5K -130 -13%
9WM
1099
9258 Wealth Management
Ohio
$253K +$221K +859 New
OFS
1100
OneAscent Financial Services
Alabama
$251K -$14.2K -55 -6%

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.