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1,427 hedge funds and large institutions have $37.4B invested in Cummins in 2024 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 523 increasing their positions, 511 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $363M | Put options by funds: $240M

51% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 100

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

16% more capital invested

Capital invested by funds: $32.2B → $37.4B (+$5.24B)

3% more funds holding

Funds holding: 1,3901,427 (+37)

1.92% more ownership

Funds ownership: 84.98%86.9% (+1.9%)

2% more repeat investments, than reductions

Existing positions increased: 523 | Existing positions reduced: 511

Holders
1,427
Holders Change
+37
Holders Change %
+2.66%
% of All Funds
20.49%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
151
Increased
523
Reduced
511
Closed
100
Calls
$363M
Puts
$240M
Net Calls
+$123M
Net Calls Change
-$4.9M
Name Holding Trade Value Shares
Change
Change in
Stake
9WM
1126
9258 Wealth Management
Ohio
$256K -$20.1K -68 -8%
ZIG
1127
Zullo Investment Group
Pennsylvania
$255K +$296 +1 +0.1%
SCM
1128
Shelton Capital Management
Colorado
$255K -$14.8K -50 -6%
SFC
1129
Swisher Financial Concepts
Ohio
$255K +$296 +1 +0.1%
FWIA
1130
Fort Washington Investment Advisors
Ohio
$255K
EWS
1131
Evergreen Wealth Solutions
Pennsylvania
$254K -$148K -499 -39%
ATIA
1132
American Trust Investment Advisors
New Hampshire
$250K
PP
1133
PDS Planning
Ohio
$249K +$1.78K +6 +0.8%
RWA
1134
River Wealth Advisors
Pennsylvania
$249K +$2.37K +8 +1%
AAMC
1135
Asset Allocation & Management Company
Illinois
$247K
CRC
1136
Curi RMB Capital
Illinois
$243K +$222K +751 New
BFM
1137
Boothbay Fund Management
New York
$241K +$221K +745 New
MWA
1138
Midland Wealth Advisors
Illinois
$240K +$220K +741 New
RAM
1139
Ramirez Asset Management
New York
$240K
KCM
1140
Kathmere Capital Management
Pennsylvania
$239K +$219K +739 New
EWM
1141
Evermay Wealth Management
Virginia
$239K
VNA
1142
Valley National Advisers
Pennsylvania
$238K -$174K -589 -44%
EP
1143
Edgestream Partners
New Jersey
$237K -$422K -1,426 -66%
MA
1144
MCF Advisors
Kentucky
$237K +$8.89K +30 +4%
AA
1145
Advisory Alpha
Michigan
$236K -$2.67K -9 -1%
MMHP
1146
Murphy Middleton Hinkle & Parker
Georgia
$236K -$18.1K -61 -8%
PWW
1147
Pettyjohn Wood & White
Virginia
$236K
NP
1148
NorthRock Partners
Minnesota
$236K +$216K +729 New
GA
1149
Geller Advisors
New York
$235K -$247K -835 -53%
PNC
1150
Park National Corp
Ohio
$235K -$1.19K -4 -0.5%

CMI Hedge Fund Activity: Q3 2024 in Review

1,427 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q3 2024, worth a combined $37.4B — up 16% from $32.2B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new CMI positions and 100 closed out — a net gain of 51 holders — while 523 added to existing stakes and 511 trimmed.

The largest buyer was Pathway Financial Advisers, adding an estimated $748M. The largest seller was T. Rowe Price Associates, cutting an estimated $321M.

  • 1,427 institutional investors held Cummins (CMI) as of Q3 2024, up from 1,390 in Q2 2024.
  • Funds reported $37.4B of Cummins stock for Q3 2024, up 16% quarter-over-quarter.
  • 151 funds opened new Cummins positions in Q3 2024 and 100 closed out, a net change of +51 holders.
  • The largest Cummins buyer in Q3 2024 was Pathway Financial Advisers, an estimated $748M added.
  • The largest Cummins seller in Q3 2024 was T. Rowe Price Associates, an estimated $321M sold.

Based on aggregated 13F filings for Q3 2024.