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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
NC
1501
nVerses Capital
Florida
-$55.4K -200 Closed
TWP
1502
Triad Wealth Partners
Kansas
-$51.5K -186 Closed
FRA
1503
Front Row Advisors
California
-$45.4K -164 Closed
GI
1504
Gradient Investments
Minnesota
-$43.2K -156 Closed
GLR
1505
Great Lakes Retirement
Ohio
-$33.2K -120 Closed
LIA
1506
Lynx Investment Advisory
District of Columbia
-$28.6K -103 Closed
CC
1507
Cultivar Capital
Texas
-$27.7K -100 Closed
IWA
1508
IBEX Wealth Advisors
New Jersey
-$23.3K -84 Closed
OWA
1509
Opal Wealth Advisors
New York
-$21.3K -77 Closed
NFSG
1510
Newbridge Financial Services Group
Florida
-$13.8K -50 Closed
RFA
1511
Register Financial Advisors
Georgia
-$13.6K -49 Closed
WIA
1512
Wetzel Investment Advisors
Indiana
-$14.1K -48 Closed
LFA
1513
Legend Financial Advisors
Pennsylvania
-$13K -47 Closed
PIS
1514
POM Investment Strategies
North Carolina
-$9.69K -35 Closed
LTI
1515
Laffer Tengler Investments
Tennessee
-$9.42K -34 Closed
TLCM
1516
Twin Lakes Capital Management
California
-$9.45K -34 Closed
1832 Asset Management
1517
1832 Asset Management
Ontario, Canada
-$8.03K -29 Closed
IA
1518
Icon Advisers
Colorado
-$6.92K -25 Closed
AFWM
1519
Abich Financial Wealth Management
Virginia
-$6.37K -23 Closed
CJ
1520
Caitlin John
Michigan
-$6.48K -23 Closed
CAS
1521
Coppell Advisory Solutions
Texas
-$5.82K -21 Closed
RWM
1522
Ruedi Wealth Management
Illinois
-$5.82K -21 Closed
RI
1523
Ridgewood Investments
New Jersey
-$5.19K -19 Closed
HH
1524
HWG Holdings
Texas
-$3.32K -12 Closed
RFG
1525
RFP Financial Group
Georgia
-$3.32K -12 Closed

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.