We are live on ! Find out more

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
FFC
1201
First Financial Corp
Indiana
$110K +$42.3K +164 +78%
WB
1202
Webster Bank
Connecticut
$109K
MFG
1203
Mendota Financial Group
Wisconsin
$109K -$5.15K -20 -5%
SCM
1204
Silvant Capital Management
Georgia
$104K
CWAF
1205
Core Wealth Advisors (Florida)
Florida
$103K
ST
1206
Smithfield Trust
Pennsylvania
$102K
JPWM
1207
Jamison Private Wealth Management
Georgia
$98.9K +$1.8K +7 +2%
GWP
1208
Gen-Wealth Partners
Michigan
$97.8K +$85.6K +332 New
LWANC
1209
Laurel Wealth Advisors (North Carolina)
North Carolina
$97.2K
CBT
1210
Central Bank & Trust
Kentucky
$96.9K -$29.9K -116 -26%
AWM
1211
Avior Wealth Management
Nebraska
$96.6K +$80.7K +313 +2,087%
HNB
1212
Hilltop National Bank
Wyoming
$89.9K +$78.6K +305 New
AA
1213
Ancora Advisors
Ohio
$88.4K +$3.09K +12 +4%
AAG
1214
Armstrong Advisory Group
Massachusetts
$87.6K
PAG
1215
Paladin Advisory Group
Iowa
$84.8K
PCMC
1216
Planning Capital Management Corporation
Pennsylvania
$84.6K
PSB
1217
Piscataqua Savings Bank
New Hampshire
$82.2K -$19.1K -74 -21%
RTC
1218
Riverview Trust Company
Washington
$78.4K +$68.6K +266 New
FCA
1219
FinTrust Capital Advisors
South Carolina
$77.5K
ACA
1220
Atlas Capital Advisors
Wyoming
$76.6K -$6.44K -25 -9%
DAM
1221
Delta Asset Management
Tennessee
$75.1K
SC
1222
SouthState Corp
Florida
$73.7K -$2.06K -8 -3%
CA
1223
Continuum Advisory
Idaho
$73.6K +$64.4K +250 New
BIA
1224
Bell Investment Advisors
California
$73.1K -$1.55K -6 -2%
LF
1225
LifeSteps Financial
California
$71.6K +$62.6K +243 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.