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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
KC
1326
Kepos Capital
New York
$32K -$8K -27 -21%
SWA
1327
SOA Wealth Advisors
New York
$31.5K
TWD
1328
True Wealth Design
Ohio
$30.8K -$911K -3,076 -97%
SFO
1329
Standard Family Office
South Dakota
$30.4K
SOS
1330
Silver Oak Securities
Tennessee
$29.1K +$11.6K +39 +78%
SIS
1331
Sound Income Strategies
Florida
$28.2K
S
1332
Sachetta
Massachusetts
$28.2K +$889 +3 +4%
JWA
1333
JFS Wealth Advisors
Pennsylvania
$27.2K +$592 +2 +2%
WAS
1334
Winch Advisory Services
Wisconsin
$26.3K
GC
1335
Gould Capital
Washington
$26.2K
LWANC
1336
Laurel Wealth Advisors (North Carolina)
North Carolina
$25.9K -$74.1K -250 -76%
IIC
1337
Integrated Investment Consultants
Michigan
$25K +$6.07M +20,506 New
PPC
1338
Park Place Capital
Alabama
$24.6K
RP
1339
Raelipskie Partnership
Ontario, Canada
$24.3K +$22.2K +75 New
RA
1340
Rise Advisors
New York
$24.3K
OW
1341
Olistico Wealth
Oklahoma
$24.1K
FUBT
1342
First United Bank & Trust
Maryland
$23.6K
SC
1343
Steph & Co
Wisconsin
$23.6K +$21.6K +73 New
AFS
1344
Annapolis Financial Services
Maryland
$23.3K
T
1345
Tidemark
California
$22.2K
AWM
1346
Abound Wealth Management
Tennessee
$22K +$12.7K +43 +172%
OC
1347
Oakmont Corp
California
$21.4K
AA
1348
Addison Advisors
Vermont
$20.7K +$4.15K +14 +28%
ME
1349
McIlrath & Eck
Washington
$20.4K
BOC
1350
Bull Oak Capital
California
$20.4K +$18.7K +63 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.