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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
GIM
1401
Gold Investment Management
Alberta, Canada
$4.86K
RWA
1402
Redmont Wealth Advisors
Illinois
$4.86K
NMM
1403
Naples Money Management
Florida
$4.86K +$4.44K +15 New
FFA
1404
Frazier Financial Advisors
Ohio
$4.53K -$7.41K -25 -64%
HWA
1405
Heritage Wealth Advisors
Virginia
$3.88K +$3.56K +12 New
LFA
1406
Livelsberger Financial Advisory
Ohio
$2.95K +$2.67K +9 New
TCA
1407
Trifecta Capital Advisors
Illinois
$2.92K
CAM
1408
ClariVest Asset Management
California
$2.5K
TC
1409
Trust Company
Kansas
$2.27K -$4.15K -14 -67%
NCM
1410
Northwest Capital Management
Oregon
$2.27K
SL
1411
Salomon & Ludwin
Virginia
$1.94K
AT
1412
Arlington Trust
Alabama
$1.62K
TFM
1413
TFC Financial Management
Massachusetts
$1.3K
CAC
1414
Core Alternative Capital
Georgia
$1.29K
HWP
1415
Highline Wealth Partners
California
$1.29K +$592 +2 +100%
CA
1416
Claris Advisors
Missouri
$1.29K +$1.19K +4 New
PMAM
1417
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1.19K +4 New
BFPW
1418
BOK Financial Private Wealth
Colorado
$972
A
1419
AlphaQuest
New York
$971 -$2.15M -7,242 -100%
GFPC
1420
Global Financial Private Client
Florida
$971
NL
1421
NVWM LLC
Pennsylvania
$971
JFG
1422
JDM Financial Group
Texas
$971 +$889 +3 New
RWM
1423
Reston Wealth Management
Virginia
$971 +$889 +3 New
1IA
1424
1620 Investment Advisors
Massachusetts
$686 +$592 +2 New
VAMG
1425
Voisard Asset Management Group
Michigan
$648 +$592 +2 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.