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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
VWA
1351
Valued Wealth Advisors
Utah
$4.13K +$2.58K +10 +250%
FRA
1352
Frank Rimerman Advisors
California
$3.83K
1832 Asset Management
1353
1832 Asset Management
Ontario, Canada
$3.83K +$3.35K +13 New
TCM
1354
TruNorth Capital Management
Michigan
$3.54K +$3.09K +12 New
DF
1355
Dunhill Financial
United Kingdom
$3.49K +$515 +2 +20%
TCA
1356
Trifecta Capital Advisors
Illinois
$2.65K
RFG
1357
RFP Financial Group
Georgia
$2.65K +$2.32K +9 New
CTWM
1358
Cherry Tree Wealth Management
Minnesota
$2.36K
NCM
1359
Northwest Capital Management
Oregon
$2.06K
SL
1360
Salomon & Ludwin
Virginia
$1.77K
UFF
1361
USA Financial Formulas
Michigan
$1.47K -$43.3K -168 -97%
CAC
1362
Core Alternative Capital
Georgia
$1.18K -$11.9K -46 -92%
TFM
1363
TFC Financial Management
Massachusetts
$1.18K +$258 +1 +33%
MIFH
1364
Migdal Insurance & Financial Holdings
Israel
$1K +$515 +2 New
TWP
1365
TFO Wealth Partners
Ohio
$884 -$773 -3 -50%
BHWM
1366
Beaird Harris Wealth Management
Texas
$884
GFPC
1367
Global Financial Private Client
Florida
$884
PI
1368
PEAK6 Investments
Illinois
$670 +$515 +2 New
NL
1369
NVWM LLC
Pennsylvania
$589 +$515 +2 New
SFA
1370
Semmax Financial Advisors
North Carolina
$298
RS
1371
Rakuten Securities
Japan
$295
FGAM
1372
Financial Gravity Asset Management
Texas
$216 +$258 +1 New
DWM
1373
Dogwood Wealth Management
Kansas
$5
TC
1374
TwinBeech Capital
New York
-$56.3M -235,059 Closed
ECM
1375
ExodusPoint Capital Management
New York
-$40.8M -158,133 Closed

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.