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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
WPA
1301
West Paces Advisors
Georgia
$14.7K -$4.64K -18 -26%
AA
1302
Addison Advisors
Vermont
$14.7K -$2.06K -8 -14%
DSC
1303
Duncker Streett & Co
Missouri
$14.7K
GPFA
1304
Game Plan Financial Advisors
Ohio
$14.7K
HGERS
1305
Householder Group Estate & Retirement Specialist
Arizona
$14.7K
NFSG
1306
Newbridge Financial Services Group
Florida
$14.7K
RG
1307
Retirement Group
California
$14.7K +$12.9K +50 New
RFA
1308
Register Financial Advisors
Georgia
$14.4K +$12.6K +49 New
CPG
1309
Cornerstone Planning Group
New Jersey
$14.3K +$258 +1 +2%
BONH
1310
Bank of New Hampshire
New Hampshire
$14.1K -$34.8K -135 -74%
WIA
1311
Wetzel Investment Advisors
Indiana
$14K
GTAM
1312
Global Trust Asset Management
Florida
$13.8K
LFA
1313
Legend Financial Advisors
Pennsylvania
$13.8K
PA
1314
PSI Advisors
Florida
$13.1K -$258 -1 -2%
ECM
1315
Estabrook Capital Management
New York
$12.7K
PP
1316
Pacifica Partners
Canada
$12.6K
NIC
1317
Northwest Investment Counselors
Oregon
$12.4K +$10.8K +42 New
CA
1318
Centerpoint Advisors
Massachusetts
$12K
GI
1319
Gradient Investments
Minnesota
$11.8K -$42.5K -165 -80%
TFIAP
1320
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$11.8K +$10.3K +40 New
FA
1321
Financial Avengers
California
$11.3K
TCG
1322
Transcendent Capital Group
Oklahoma
$11.2K
PO
1323
Private Ocean
California
$10.9K
RWML
1324
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$10.6K
LTI
1325
Laffer Tengler Investments
Tennessee
$10K +$8.76K +34 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.