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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
HA
1226
Homestead Advisers
Virginia
$71K
SOW
1227
State of Wyoming
Wyoming
$68.7K -$38.1K -148 -39%
OCM
1228
Orion Capital Management
California
$67.2K
VCM
1229
Versant Capital Management
Arizona
$60.1K
KA
1230
Kozak & Associates
Colorado
$60.1K +$515 +2 +1%
IRC
1231
Investors Research Corp
Georgia
$58.9K -$12.4K -48 -19%
IFS
1232
Intelligent Financial Strategies
Minnesota
$57.5K
SIC
1233
Salem Investment Counselors
North Carolina
$57.5K
HB
1234
Horizon Bancorp
Indiana
$57K -$2.58K -10 -5%
PBK
1235
Peoples Bank (Kansas)
Kansas
$56K
MHR
1236
Matthew Hamilton Rosenberg
$55.4K
TC
1237
Trust Company
Kansas
$54.8K -$8.25K -32 -15%
ETC
1238
Exchange Traded Concepts
Oklahoma
$54.2K -$24K -93 -34%
CSWM
1239
Cassady Schiller Wealth Management
Ohio
$53.4K +$5.67K +22 +14%
GAA
1240
Global Assets Advisory
Florida
$52K +$3.95M +15,316 New
PWA
1241
Provenance Wealth Advisors
Florida
$51K +$44.6K +173 New
WWP
1242
WR Wealth Planners
Missouri
$51K +$44.6K +173 New
HI
1243
Hoey Investments
Pennsylvania
$50.1K -$48.7K -189 -53%
IBOK
1244
Independence Bank of Kentucky
Kentucky
$50.1K -$29.6K -115 -40%
PIM
1245
Plato Investment Management
Australia
$48K
FRA
1246
Front Row Advisors
California
$48K +$42K +163 New
CG
1247
Cutler Group
California
$48K +$42.8K +166 New
PCWA
1248
Pacific Capital Wealth Advisors
California
$47.4K -$515 -2 -1%
DFA
1249
DHJJ Financial Advisors
Illinois
$47.4K
PMFA
1250
Plante Moran Financial Advisors
Michigan
$46.6K +$14.9K +58 +58%

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.