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1,390 hedge funds and large institutions have $32.2B invested in Cummins in 2024 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 521 increasing their positions, 493 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $347M | Put options by funds: $218M

44% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 84

1.95% more ownership

Funds ownership: 83.04%84.98% (+1.9%)

1% more funds holding

Funds holding: 1,3711,390 (+19)

6% more repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 493

7% less capital invested

Capital invested by funds: $34.7B → $32.2B (-$2.48B)

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
1,390
Holders Change
+19
Holders Change %
+1.39%
% of All Funds
20.07%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.14%
New
121
Increased
521
Reduced
493
Closed
84
Calls
$347M
Puts
$218M
Net Calls
+$128M
Net Calls Change
+$158M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
1176
Cape Investment Advisory
Georgia
$180K
USB
1177
Union Savings Bank
Connecticut
$179K
SWM
1178
Spire Wealth Management
Virginia
$171K -$97.2K -340 -35%
QC
1179
Quent Capital
New York
$168K +$857 +3 +0.5%
CI Investments Inc
1180
CI Investments Inc
Ontario, Canada
$167K -$5.72K -20 -3%
RWMG
1181
Redwood Wealth Management Group
New Jersey
$164K +$169K +593 New
SOW
1182
State of Wyoming
Wyoming
$159K +$97.5K +341 +146%
CA
1183
Crewe Advisors
Utah
$158K
BCWM
1184
Bartlett & Co Wealth Management
Ohio
$155K -$572 -2 -0.4%
SP
1185
SWS Partners
Ohio
$147K +$152K +531 New
AF
1186
Advisornet Financial
Minnesota
$146K
BCA
1187
Bray Capital Advisors
Florida
$138K
FDCP
1188
Foster Dykema Cabot & Partners
Massachusetts
$138K
CSC
1189
Caldwell Sutter Capital
California
$132K -$11.4K -40 -8%
AGWCA
1190
Annis Gardner Whiting Capital Advisors
Florida
$131K +$572 +2 +0.4%
CWM
1191
Compass Wealth Management
Connecticut
$130K
UCB
1192
United Community Bank
South Carolina
$128K -$12.9K -45 -9%
CT
1193
Colonial Trust
South Carolina
$124K -$17.7K -62 -12%
BWP
1194
Baldwin Wealth Partners
Massachusetts
$124K +$2.57K +9 +2%
CH
1195
Cromwell Holdings
Wyoming
$122K +$126K +441 New
M
1196
MOTCO
Texas
$120K -$7.06M -24,695 -98%
PFPT
1197
Pinnacle Financial Partners (Tennessee)
Tennessee
$118K
ZB
1198
Zions Bancorporation
Utah
$114K -$6K -21 -5%
TFA
1199
Toth Financial Advisory
Virginia
$113K
FMTCOCP
1200
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$111K -$2K -7 -2%

CMI Hedge Fund Activity: Q2 2024 in Review

1,390 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2024, worth a combined $32.2B — down 7.2% from $34.7B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new CMI positions and 84 closed out — a net gain of 37 holders — while 521 added to existing stakes and 493 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $313M. The largest seller was Pacer Advisors, cutting an estimated $414M.

  • 1,390 institutional investors held Cummins (CMI) as of Q2 2024, up from 1,371 in Q1 2024.
  • Funds reported $32.2B of Cummins stock for Q2 2024, down 7.2% quarter-over-quarter.
  • 121 funds opened new Cummins positions in Q2 2024 and 84 closed out, a net change of +37 holders.
  • The largest Cummins buyer in Q2 2024 was Morgan Stanley, an estimated $313M added.
  • The largest Cummins seller in Q2 2024 was Pacer Advisors, an estimated $414M sold.

Based on aggregated 13F filings for Q2 2024.