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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
CAM
1151
Columbia Asset Management
Michigan
$235K
MGIA
1152
Moneta Group Investment Advisors
Missouri
$233K -$52.4K -177 -20%
ACM
1153
AlphaStar Capital Management
North Carolina
$233K +$213K +719 New
FC
1154
Fairscale Capital
New Hampshire
$232K
ONST
1155
Old North State Trust
North Carolina
$232K +$213K +718 New
KP
1156
Keel Point
Alabama
$231K -$8K -27 -4%
MLIC
1157
Mandatum Life Insurance Company
Finland
$230K +$210K +710 New
AWE
1158
Avidian Wealth Enterprises
Texas
$230K +$210K +709 New
VA
1159
Valmark Advisers
Ohio
$229K -$9.48K -32 -4%
AF
1160
Advisornet Financial
Minnesota
$228K +$52.1K +176 +33%
BA
1161
Bristlecone Advisors
Washington
$228K +$208K +703 New
DWM
1162
Destination Wealth Management
California
$227K +$208K +701 New
KFA
1163
Kelleher Financial Advisors
New York
$227K +$207K +700 New
UPS
1164
UHLMANN PRICE SECURITIES
Illinois
$227K +$207K +700 New
CW
1165
CIC Wealth
Maryland
$224K +$204K +690 New
SWP
1166
SIMA Wealth Partners
Virginia
$223K
SIM
1167
Sentry Investment Management
Wisconsin
$222K
LIM
1168
Leavell Investment Management
Alabama
$222K +$203K +685 New
CFS
1169
CRA Financial Services
New Jersey
$222K +$203K +685 New
HI
1170
Hudock Inc
Pennsylvania
$221K +$202K +683 New
WFA
1171
Wellspring Financial Advisors
Ohio
$221K +$202K +683 New
OCM
1172
One Capital Management
California
$221K +$202K +682 New
CIA
1173
Choate Investment Advisors
Massachusetts
$220K -$62.2K -210 -24%
ANTB
1174
AMG National Trust Bank
Colorado
$219K +$201K +677 New
CCM
1175
Cohen Capital Management
California
$219K +$200K +675 New

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.