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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
TCG
1376
Transcendent Capital Group
Oklahoma
$12.3K
RWML
1377
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$11.7K -$5.63K -19 -35%
KFI
1378
Key Financial Inc
Pennsylvania
$10.4K
SHIM
1379
Stone House Investment Management
Pennsylvania
$9.85K
CWA
1380
Carolina Wealth Advisors
South Carolina
$9.71K
RDFA
1381
Ritter Daniher Financial Advisory
Ohio
$9.71K
YAL
1382
Your Advocates Ltd
Texas
$9.71K
CWC
1383
Carolinas Wealth Consulting
North Carolina
$9.07K +$592 +2 +8%
CTC
1384
Cetera Trust Company
Minnesota
$8.42K
MIM
1385
Macroview Investment Management
Maryland
$8.42K +$7.7K +26 New
MAM
1386
Meeder Asset Management
Ohio
$8.1K -$16.9K -57 -70%
PFA
1387
Pathway Financial Advisers
Indiana
$7.82K +$748M +2,523,854 +31,489%
OP
1388
ORG Partners
Indiana
$7.5K
TAM
1389
Tucker Asset Management
Colorado
$7.29K -$1.19K -4 -15%
AW
1390
Avion Wealth
Texas
$7K +$1.19K +4 +22%
PFG
1391
Peterson Financial Group
Iowa
$6.88K +$6.22K +21 New
RFG
1392
REAP Financial Group
Texas
$6.8K +$6.22K +21 New
FCMT
1393
Founders Capital Management (Texas)
Texas
$6.15K
PWMG
1394
Prestige Wealth Management Group
New Jersey
$5.83K
BWL
1395
Bogart Wealth LLC
Virginia
$5.83K
EBA
1396
Eagle Bay Advisors
New York
$5.83K
WCM
1397
Westend Capital Management
California
$5.83K
SIC
1398
SJS Investment Consulting
Ohio
$5.51K -$296 -1 -6%
JGIA
1399
Jackson Grant Investment Advisers
Connecticut
$5.5K
RCM
1400
Raleigh Capital Management
North Carolina
$5.5K +$4.44K +15 +750%

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.