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Cboe Global Markets

568 hedge funds and large institutions have $11.8B invested in Cboe Global Markets in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 205 increasing their positions, 218 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $201M | Put options by funds: $80.9M

8% more capital invested

Capital invested by funds: $10.9B → $11.8B (+$895M)

0.61% more ownership

Funds ownership: 82.25%82.86% (+0.61%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

6% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 218

3% less funds holding

Funds holding: 586568 (-18)

19% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 69

Holders
568
Holders Change
-18
Holders Change %
-3.07%
% of All Funds
9.05%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
56
Increased
205
Reduced
218
Closed
69
Calls
$201M
Puts
$80.9M
Net Calls
+$120M
Net Calls Change
+$59.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
376
AJ Wealth Strategies
New York
$563K
JMPWA
377
JP Morgan Private Wealth Advisors
California
$556K +$14.7K +117 +3%
Franklin Resources
378
Franklin Resources
California
$554K -$13.8M -109,818 -96%
VPIM
379
Vanguard Personalized Indexing Management
California
$554K -$436K -3,472 -46%
EWA
380
Exencial Wealth Advisors
Oklahoma
$547K +$33K +263 +7%
Baird Financial Group
381
Baird Financial Group
Wisconsin
$546K +$1.88K +15 +0.4%
AF
382
Advisornet Financial
Minnesota
$544K -$251 -2 -0%
ZIC
383
ZWJ Investment Counsel
Georgia
$537K -$62.8K -500 -11%
MPAM
384
Murphy Pohlad Asset Management
Minnesota
$534K
KRSITF
385
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$507K -$3.26K -26 -0.7%
EGM
386
Engineers Gate Manager
New York
$498K -$86.5K -689 -16%
BPC
387
Banque Pictet & Cie
Switzerland
$497K -$210K -1,674 -31%
MML Investors Services
388
MML Investors Services
Massachusetts
$492K -$89.1K -710 -16%
N
389
Natixis
France
$467K -$2.75M -21,933 -86%
AC
390
Avestar Capital
New York
$457K +$24.1K +192 +6%
MYLI
391
Meiji Yasuda Life Insurance
Japan
$456K +$426K +3,398 New
WJWM
392
Williams Jones Wealth Management
New York
$453K -$628 -5 -0.1%
NMIMC
393
Northwestern Mutual Investment Management Company
Wisconsin
$448K +$1.13K +9 +0.3%
JF
394
JSF Financial
California
$441K +$412K +3,284 New
CIM
395
Contravisory Investment Management
Massachusetts
$435K +$407K +3,241 New
MC
396
Moors & Cabot
Massachusetts
$425K +$16.9K +135 +4%
PI
397
PineBridge Investments
New York
$418K +$391K +3,116 New
CT
398
Caldwell Trust
Florida
$403K
EF
399
Empirical Finance
Pennsylvania
$399K +$17.7K +141 +5%
MG
400
Mather Group
Illinois
$396K +$370K +2,950 New

CBOE Hedge Fund Activity: Q1 2023 in Review

568 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Cboe Global Markets (CBOE) for Q1 2023, worth a combined $11.8B — up 8.2% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of CBOE and 56 opened new positions — a net loss of 13 holders — while 218 trimmed existing stakes and 205 added.

The largest buyer was Junto Capital Management, opening a new position worth an estimated $116M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $77M.

  • 568 institutional investors held Cboe Global Markets (CBOE) as of Q1 2023, down from 586 in Q4 2022.
  • Funds reported $11.8B of Cboe Global Markets stock for Q1 2023, up 8.2% quarter-over-quarter.
  • 56 funds opened new Cboe Global Markets positions in Q1 2023 and 69 closed out, a net change of -13 holders.
  • The largest Cboe Global Markets buyer in Q1 2023 was Junto Capital Management, an estimated $116M added.
  • The largest Cboe Global Markets seller in Q1 2023 was T. Rowe Price Investment Management, an estimated $77M sold.

Based on aggregated 13F filings for Q1 2023.