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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
SIM
1476
Studio Investment Management
Illinois
-$64K -267 Closed
ACM
1477
Accent Capital Management
Ohio
-$59.9K -250 Closed
ASBI
1478
American State Bank (Iowa)
Iowa
-$56.3K -235 Closed
GWS
1479
Glassman Wealth Services
Virginia
-$51.3K -214 Closed
FWM
1480
Focused Wealth Management
New York
-$47.9K -200 Closed
PS
1481
Planned Solutions
California
-$46.7K -195 Closed
NMG
1482
New Millennium Group
Utah
-$41.9K -175 Closed
PVH
1483
Psagot Value Holdings
Israel
-$39K -161 Closed
QL
1484
Quarry LP
New York
-$35.2K -147 Closed
DAC
1485
Dividend Assets Capital
South Carolina
-$31K -130 Closed
ODG
1486
O'Dell Group
Ohio
-$30.7K -128 Closed
SSG
1487
Summit Securities Group
New York
-$23K -98 Closed
SA
1488
Scarborough Advisors
Maryland
-$22.3K -93 Closed
OA
1489
Operose Advisors
Wisconsin
-$11.7K -49 Closed
MIA
1490
MeadowBrook Investment Advisors
Michigan
-$10.8K -45 Closed
TCWA
1491
Turtle Creek Wealth Advisors
Texas
-$10.8K -45 Closed
GG
1492
Greenwood Gearhart
Arkansas
-$10.3K -43 Closed
MRCM
1493
M&R Capital Management
New Jersey
-$9.75K -41 Closed
BC
1494
Barrett & Company
Rhode Island
-$8.77K -37 Closed
MBFW
1495
Morton Brown Family Wealth
Pennsylvania
-$8.2K -34 Closed
RCM
1496
Raleigh Capital Management
North Carolina
-$6.78K -28 Closed
LIWM
1497
Long Island Wealth Management
New York
-$5K -21 Closed
AP
1498
Atwood & Palmer
Missouri
-$4.31K -18 Closed
B
1499
Birchbrook
Maine
-$3.35K -14 Closed
WTG
1500
West Tower Group
Virginia
-$2.63K -11 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.