We are live on ! Find out more

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
CCT
1176
Capital City Trust
Florida
$218K +$200K +674 New
CAL
1177
Capital Analysts LLC
Pennsylvania
$218K +$296 +1 +0.1%
CFP
1178
Catalyst Financial Partners
Massachusetts
$217K +$198K +669 New
SWM
1179
Spire Wealth Management
Virginia
$216K +$14.8K +50 +8%
I
1180
IMPACTfolio
Colorado
$216K +$197K +666 New
OL
1181
Optas LLC
Texas
$216K +$197K +666 New
AFT
1182
Alpha Family Trust
California
$214K +$196K +661 New
GLLW
1183
Graves Light Lenhart Wealth
Virginia
$214K +$196K +660 New
ATC
1184
Adirondack Trust Company
New York
$213K -$33.2K -112 -15%
SIM
1185
SSI Investment Management
California
$213K +$195K +657 New
FFWA
1186
FRG Family Wealth Advisors
Washington
$212K +$194K +655 New
TFG
1187
Taylor Financial Group
Virginia
$212K +$194K +655 New
BCA
1188
Bay Colony Advisors
Massachusetts
$212K +$194K +654 New
RCM
1189
RB Capital Management
Nevada
$212K +$194K +654 New
CIA
1190
Cape Investment Advisory
Georgia
$210K
ISL
1191
Ingalls & Snyder LLC
New York
$210K +$192K +648 New
CAAS
1192
Capital Asset Advisory Services
Michigan
$210K +$189K +637 New
USB
1193
Union Savings Bank
Connecticut
$209K
Betterment LLC
1194
Betterment LLC
New York
$209K +$191K +645 New
PVI
1195
Pine Valley Investments
New Jersey
$209K +$191K +644 New
CGA
1196
Crescent Grove Advisors
Illinois
$209K +$191K +644 New
BIC
1197
Beach Investment Counsel
Pennsylvania
$208K -$113K -383 -37%
EWA
1198
EverSource Wealth Advisors
Alabama
$208K -$10.1K -34 -5%
SGI
1199
Summit Global Investments
Utah
$206K +$188K +636 New
GSC
1200
Ground Swell Capital
South Carolina
$206K +$188K +635 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.