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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
SFC
1126
Swisher Financial Concepts
Ohio
$235K -$35.8K -139 -15%
PWG
1127
Portside Wealth Group
Utah
$234K +$204K +793 New
MMHP
1128
Murphy Middleton Hinkle & Parker
Georgia
$233K +$204K +791 New
ZIG
1129
Zullo Investment Group
Pennsylvania
$232K +$203K +787 New
FWIA
1130
Fort Washington Investment Advisors
Ohio
$232K +$203K +787 New
CIAS
1131
Capital Investment Advisory Services
North Carolina
$231K +$202K +785 New
CRC
1132
Curi RMB Capital
Illinois
$229K -$28.3K -110 -12%
ATIA
1133
American Trust Investment Advisors
New Hampshire
$227K -$73.4K -285 -27%
ATC
1134
Adirondack Trust Company
New York
$227K
AL
1135
Aspiriant LLC
California
$225K +$197K +764 New
AAMC
1136
Asset Allocation & Management Company
Illinois
$225K +$197K +763 New
AA
1137
Advisory Alpha
Michigan
$225K +$196K +762 New
RWA
1138
River Wealth Advisors
Pennsylvania
$224K +$196K +761 New
PP
1139
PDS Planning
Ohio
$224K +$196K +760 New
CF
1140
Centaurus Financial
California
$223K +$40.7K +158 +26%
MWM
1141
Meridian Wealth Management
Kentucky
$222K +$194K +752 New
RAM
1142
Ramirez Asset Management
New York
$218K
EWM
1143
Evermay Wealth Management
Virginia
$217K -$19.8K -77 -9%
KP
1144
Keel Point
Alabama
$216K +$189K +733 New
AI
1145
AXS Investments
New York
$215K +$14.2K +55 +8%
PNC
1146
Park National Corp
Ohio
$215K +$188K +730 New
PWW
1147
Pettyjohn Wood & White
Virginia
$215K +$188K +730 New
RFN
1148
Redwood Financial Network
Ohio
$215K -$63.9K -248 -25%
AAIS
1149
ABN AMRO Investment Solutions
$212K +$186K +721 New
SMA
1150
Sage Mountain Advisors
Georgia
$211K +$185K +717 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.