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1,390 hedge funds and large institutions have $32.2B invested in Cummins in 2024 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 521 increasing their positions, 493 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more call options, than puts

Call options by funds: $347M | Put options by funds: $218M

44% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 84

1.95% more ownership

Funds ownership: 83.04%84.98% (+1.9%)

1% more funds holding

Funds holding: 1,3711,390 (+19)

6% more repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 493

7% less capital invested

Capital invested by funds: $34.7B → $32.2B (-$2.48B)

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

Holders
1,390
Holders Change
+19
Holders Change %
+1.39%
% of All Funds
20.07%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.14%
New
121
Increased
521
Reduced
493
Closed
84
Calls
$347M
Puts
$218M
Net Calls
+$128M
Net Calls Change
+$158M
Name Holding Trade Value Shares
Change
Change in
Stake
CJ
1351
Caitlin John
Michigan
$6.48K -$401K -1,404 -98%
VWA
1352
Valued Wealth Advisors
Utah
$6.37K +$2.57K +9 +64%
CFO
1353
CVA Family Office
Colorado
$6.37K +$2.29K +8 +53%
AFWM
1354
Abich Financial Wealth Management
Virginia
$6.37K +$6.57K +23 New
OP
1355
ORG Partners
Indiana
$6.3K +$857 +3 +15%
CSWM
1356
Cassady Schiller Wealth Management
Ohio
$6.17K -$45.4K -159 -88%
TC
1357
Trust Company
Kansas
$5.82K -$47.2K -165 -89%
CAS
1358
Coppell Advisory Solutions
Texas
$5.82K +$6K +21 New
RWM
1359
Ruedi Wealth Management
Illinois
$5.82K +$6K +21 New
FCMT
1360
Founders Capital Management (Texas)
Texas
$5.26K
RI
1361
Ridgewood Investments
New Jersey
$5.19K +$5.43K +19 New
SIC
1362
SJS Investment Consulting
Ohio
$4.99K
EBA
1363
Eagle Bay Advisors
New York
$4.99K
PWMG
1364
Prestige Wealth Management Group
New Jersey
$4.99K
BWL
1365
Bogart Wealth LLC
Virginia
$4.99K +$5.14K +18 New
WCM
1366
Westend Capital Management
California
$4.9K
JGIA
1367
Jackson Grant Investment Advisers
Connecticut
$4.71K
GIM
1368
Gold Investment Management
Alberta, Canada
$4.15K
RWA
1369
Redmont Wealth Advisors
Illinois
$4.15K
AW
1370
Avion Wealth
Texas
$4K +$572 +2 +13%
RFG
1371
RFP Financial Group
Georgia
$3.32K +$857 +3 +33%
HH
1372
HWG Holdings
Texas
$3.32K +$3.43K +12 New
CAM
1373
ClariVest Asset Management
California
$2.5K -$2K -7 -44%
TCA
1374
Trifecta Capital Advisors
Illinois
$2.49K
FW
1375
Fairway Wealth
Ohio
$2.49K +$2.57K +9 New

CMI Hedge Fund Activity: Q2 2024 in Review

1,390 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q2 2024, worth a combined $32.2B — down 7.2% from $34.7B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new CMI positions and 84 closed out — a net gain of 37 holders — while 521 added to existing stakes and 493 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $313M. The largest seller was Pacer Advisors, cutting an estimated $414M.

  • 1,390 institutional investors held Cummins (CMI) as of Q2 2024, up from 1,371 in Q1 2024.
  • Funds reported $32.2B of Cummins stock for Q2 2024, down 7.2% quarter-over-quarter.
  • 121 funds opened new Cummins positions in Q2 2024 and 84 closed out, a net change of +37 holders.
  • The largest Cummins buyer in Q2 2024 was Morgan Stanley, an estimated $313M added.
  • The largest Cummins seller in Q2 2024 was Pacer Advisors, an estimated $414M sold.

Based on aggregated 13F filings for Q2 2024.