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Cummins
CMI

Overview Fund Activity

1,534 hedge funds and large institutions have $40.9B invested in Cummins in 2024 Q4 according to their latest regulatory filings, with 231 funds opening new positions, 501 increasing their positions, 546 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,534
Holders Change
+121
Holders Change %
+8.56%
% of All Funds
20.43%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.31%
New
231
Increased
501
Reduced
546
Closed
85
Calls
$304M
Puts
$246M
Net Calls
+$57.9M
Net Calls Change
-$65.5M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$5.91B
2
Northern Trust
Northern Trust
Illinois
$656M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$224M
4
Allianz Asset Management
Allianz Asset Management
Germany
$112M
5
Citadel Advisors
Citadel Advisors
Florida
$162M

Top Sellers

1
PFA
Pathway Financial Advisers
Indiana
$2.71M
2
IAIM
International Assets Investment Management
Florida
$727K
3
First Trust Advisors
First Trust Advisors
Illinois
$61.2M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.85B
5
Ameriprise
Ameriprise
Minnesota
$570M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWS
1501
Retirement Wealth Solutions
Wisconsin
$4.98K +$4.98K +14 New
HWA
1502
Heritage Wealth Advisors
Virginia
$4.88K +$697 +2 +17%
RCA
1503
Runnymede Capital Advisors
Ohio
$4.88K +$4.88K +14 New
SIC
1504
SJS Investment Consulting
Ohio
$3.84K -$2.09K -6 -35%
TCA
1505
Trifecta Capital Advisors
Illinois
$3.14K – – –
LIS
1506
Legacy Investment Solutions
Idaho
$2.98K +$2.98K +8 New
LWMI
1507
Legacy Wealth Management (Idaho)
Idaho
$2.98K +$2.98K +8 New
CSWM
1508
Cassady Schiller Wealth Management
Ohio
$2.93K +$2.93K +8 New
TCM
1509
TD Capital Management
Tennessee
$2.45K +$2.45K +7 New
GJIA
1510
Glass Jacobson Investment Advisors
Maryland
$2.44K +$2.44K +7 New
TC
1511
Trust Company
Kansas
$2.44K – – –
NCM
1512
Northwest Capital Management
Oregon
$2.44K – – –
GFPC
1513
Global Financial Private Client
Florida
$2.44K +$1.39K +4 +133%
SL
1514
Salomon & Ludwin
Virginia
$2.09K – – –
BFPW
1515
BOK Financial Private Wealth
Colorado
$2.09K +$1.05K +3 +100%
WCM
1516
WealthTrak Capital Management
Virginia
$2.09K +$2.09K +6 New
RP
1517
Raelipskie Partnership
Ontario, Canada
$1.74K -$24.4K -70 -93%
AT
1518
Arlington Trust
Alabama
$1.74K – – –
CAC
1519
Core Alternative Capital
Georgia
$1.74K +$349 +1 +25%
CF
1520
Conquis Financial
California
$1.74K +$1.74K +5 New
TFM
1521
TFC Financial Management
Massachusetts
$1.4K – – –
HWP
1522
Highline Wealth Partners
California
$1.39K – – –
SSG
1523
Summit Securities Group
New York
$1.39K +$1.39K +4 New
JFG
1524
JDM Financial Group
Texas
$1.05K – – –
NL
1525
NVWM LLC
Pennsylvania
$1.05K – – –
59 60
61
62 63