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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
ACM
1451
Alethea Capital Management
Washington
-$311K -1,300 Closed
BC
1452
Bridgefront Capital
Texas
-$309K -1,291 Closed
Financial Engines Advisors
1453
Financial Engines Advisors
California
-$309K -1,288 Closed
MCIA
1454
Mountain Capital Investment Advisors
Colorado
-$305K -1,264 Closed
PCM
1455
Prelude Capital Management
New York
-$302K -1,261 Closed
BPC
1456
Banque Pictet & Cie
Switzerland
-$292K -1,220 Closed
LA
1457
Legacy Advisors
Pennsylvania
-$291K -1,213 Closed
BIG
1458
Brooklyn Investment Group
New York
-$275K -1,148 Closed
MAM
1459
MMA Asset Management
Pennsylvania
-$274K -1,145 Closed
PPWP
1460
Premier Path Wealth Partners
New Jersey
-$265K -1,108 Closed
TC
1461
TradeLink Capital
Illinois
-$264K -1,100 Closed
EA
1462
Everpar Advisors
Oklahoma
-$249K -1,040 Closed
FIC
1463
FCG Investment Company
Tennessee
-$245K -1,021 Closed
OR
1464
Olympiad Research
Connecticut
-$244K -1,018 Closed
DBG
1465
De Burlo Group
Massachusetts
-$213K -933 Closed
I
1466
IMPACTfolio
Colorado
-$221K -923 Closed
PVI
1467
Pine Valley Investments
New Jersey
-$216K -900 Closed
SCM
1468
SKBA Capital Management
California
-$213K -890 Closed
BWP
1469
Balboa Wealth Partners
Arizona
-$212K -887 Closed
WTB
1470
Washington Trust Bank
Washington
-$211K -880 Closed
MG
1471
Marex Group
-$209K -873 Closed
GWMIA
1472
Global Wealth Management Investment Advisory
Florida
-$139K -580 Closed
IUHSA
1473
Itau Unibanco Holding S.A.
Brazil
-$101K -420 Closed
KI
1474
Kapitalo Investimentos
Brazil
-$93.7K -391 Closed
LF
1475
Lee Financial
Texas
-$75.7K -316 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.