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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
WWM
1276
Wolff Wiese Magana
California
$30.1K -$773 -3 -3%
BSB
1277
Bangor Savings Bank
Maine
$30.1K
SWA
1278
SOA Wealth Advisors
New York
$29.8K
GWSG
1279
GPS Wealth Strategies Group
Colorado
$29.5K
FFO
1280
Fortitude Family Office
Arizona
$28.3K
SFO
1281
Standard Family Office
South Dakota
$27.7K +$24.2K +94 New
TFIPS
1282
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.5K
GC
1283
Gould Capital
Washington
$25K +$258 +1 +1%
C
1284
Covestor
United Kingdom
$25K -$149K -577 -87%
JWA
1285
JFS Wealth Advisors
Pennsylvania
$24.5K -$515 -2 -2%
SOS
1286
Silver Oak Securities
Tennessee
$24.1K -$106K -413 -83%
WAS
1287
Winch Advisory Services
Wisconsin
$23.7K
HCM
1288
Hollencrest Capital Management
California
$23.6K +$17.5K +68 +567%
AFS
1289
Annapolis Financial Services
Maryland
$23.6K +$20.6K +80 New
CTC
1290
Cetera Trust Company
Minnesota
$22.4K
RA
1291
Rise Advisors
New York
$22K +$19.3K +75 New
FUBT
1292
First United Bank & Trust
Maryland
$21.5K -$7.73K -30 -29%
WRM
1293
Weybosset Research & Management
Rhode Island
$20.8K -$245K -949 -2%
T
1294
Tidemark
California
$20K +$258 +1 +1%
OC
1295
Oakmont Corp
California
$19.2K
ME
1296
McIlrath & Eck
Washington
$18.6K
S
1297
Sachetta
Massachusetts
$17K
SN
1298
Sittner & Nelson
Oregon
$16.5K
DCP
1299
Distillate Capital Partners
Illinois
$15.9K +$515 +2 +4%
GKIM
1300
GW&K Investment Management
Massachusetts
$15K +$1.03K +4 +9%

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.