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Cboe Global Markets

425 hedge funds and large institutions have $10.8B invested in Cboe Global Markets in 2018 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 131 increasing their positions, 163 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.32% more ownership

Funds ownership: 83.53%83.85% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 69

3% less call options, than puts

Call options by funds: $239M | Put options by funds: $247M

2% less funds holding

Funds holding: 432425 (-7)

9% less capital invested

Capital invested by funds: $11.8B → $10.8B (-$1.05B)

20% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 163

Holders
425
Holders Change
-7
Holders Change %
-1.62%
% of All Funds
9.74%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
69
Increased
131
Reduced
163
Closed
69
Calls
$239M
Puts
$247M
Net Calls
-$7.66M
Net Calls Change
+$26.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
376
Asset Dedication LLC
California
$39K
FPFS
377
First Personal Financial Services
North Carolina
$39K
RE
378
RBC Europe
United Kingdom
$38.8K
GAM
379
Gemmer Asset Management
California
$37K
MPWT
380
MassMutual Private Wealth & Trust
Connecticut
$33K
GLI
381
Guardian Life Insurance
New York
$30K -$12.6K -104 -28%
IFAM
382
Institutional & Family Asset Management
Colorado
$30K +$31.6K +260 New
Federated Hermes
383
Federated Hermes
Pennsylvania
$27K -$178K -1,466 -86%
EFSCE
384
Enterprise Financial Services Corp (EFSC)
Missouri
$27K
RFC
385
Regions Financial Corp
Alabama
$26K -$13.5K -111 -33%
LFA
386
Legacy Financial Advisors
Kentucky
$24K
PCG
387
Private Capital Group
Connecticut
$24K +$25.9K +213 New
SWM
388
SeaCrest Wealth Management
New York
$23K -$115K -950 -83%
PCP
389
Proficio Capital Partners
Massachusetts
$21K +$2.55K +21 +13%
CAPTRUST Financial Advisors
390
CAPTRUST Financial Advisors
North Carolina
$19K -$1.46K -12 -7%
BWA
391
Burt Wealth Advisors
Maryland
$17K +$18.2K +150 New
CBOA
392
Commonwealth Bank of Australia
Australia
$14K
WT
393
Whittier Trust
California
$14K
FDCDDQ
394
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.6K +$14.5K +119 New
KA
395
Kaizen Advisory
Illinois
$12K
QCG
396
Quadrant Capital Group
Ohio
$12K
APP
397
Avantax Planning Partners
Iowa
$12K +$14.5K +119 New
ATC
398
Adirondack Trust Company
New York
$11K
LWCFA
399
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K
CCA
400
Catalyst Capital Advisors
New York
$11K +$11.5K +95 New