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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
AAIS
1451
ABN AMRO Investment Solutions
-$212K -721 Closed
CWM
1452
Congress Wealth Management
Massachusetts
-$208K -704 Closed
AM
1453
AGF Management
Ontario, Canada
-$206K -700 Closed
BONST
1454
Bank of Nova Scotia Trust
Ontario, Canada
-$206K -700 Closed
DWM
1455
Destination Wealth Management
California
-$206K -700 Closed
KFA
1456
Kelleher Financial Advisors
New York
-$206K -700 Closed
FA
1457
FDx Advisors
Illinois
-$203K -688 Closed
MA
1458
MJP Associates
Connecticut
-$202K -686 Closed
CFS
1459
CRA Financial Services
New Jersey
-$202K -685 Closed
LIM
1460
Leavell Investment Management
Alabama
-$202K -684 Closed
FFWA
1461
FRG Family Wealth Advisors
Washington
-$185K -655 Closed
IGWM
1462
ICA Group Wealth Management
Colorado
-$145K -491 Closed
CBT
1463
CoreFirst Bank & Trust
Kansas
-$121K -411 Closed
First Manhattan
1464
First Manhattan
New York
-$121K -410 Closed
CWAF
1465
Core Wealth Advisors (Florida)
Florida
-$103K -350 Closed
LF
1466
LifeSteps Financial
California
-$71.6K -243 Closed
HA
1467
Homestead Advisers
Virginia
-$71K -241 Closed
PWA
1468
Provenance Wealth Advisors
Florida
-$51K -173 Closed
HCM
1469
Hollencrest Capital Management
California
-$23.6K -80 Closed
NIC
1470
Northwest Investment Counselors
Oregon
-$12.4K -42 Closed
TCM
1471
TruNorth Capital Management
Michigan
-$3.54K -12 Closed
BHWM
1472
Beaird Harris Wealth Management
Texas
-$884 -3 Closed
TWP
1473
TFO Wealth Partners
Ohio
-$884 -3 Closed
MIFH
1474
Migdal Insurance & Financial Holdings
Israel
-$1K -2 Closed
PI
1475
PEAK6 Investments
Illinois
-$572 -2 Closed

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.