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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
Northwestern Mutual Wealth Management
426
Northwestern Mutual Wealth Management
Wisconsin
$276K +$10.7K +85 +4%
BCV
427
Banque Cantonale Vaudoise
Switzerland
$269K
VWM
428
Venturi Wealth Management
Texas
$268K -$126K -1,000 -33%
AWM
429
Aberdeen Wealth Management
Illinois
$268K
BMSSC
430
B. Metzler seel. Sohn & Co
Germany
$266K
SIA
431
Schechter Investment Advisors
Michigan
$263K +$246K +1,957 New
FFM
432
Forum Financial Management
Illinois
$262K
CAG
433
Csenge Advisory Group
Florida
$260K -$28K -223 -10%
GWM
434
Gitterman Wealth Management
New Jersey
$258K +$241K +1,924 New
CT
435
Chicago Trust
Illinois
$256K -$159K -1,265 -40%
Cerity Partners
436
Cerity Partners
New York
$255K -$191K -1,522 -44%
CMBA
437
C.M. Bidwell & Associates
Hawaii
$253K -$14.3K -114 -6%
WPC
438
Wedmont Private Capital
Pennsylvania
$244K +$13.1K +104 +6%
Brown Advisory
439
Brown Advisory
Maryland
$240K
IFU
440
iSAM Funds (UK)
United Kingdom
$239K +$224K +1,783 New
RGC
441
Roberts, Glore & Co
Illinois
$235K
AWM
442
Alterna Wealth Management
Texas
$234K +$219K +1,741 New
LFM
443
LGT Fund Management
Liechtenstein
$228K
CAAS
444
Capital Asset Advisory Services
Michigan
$228K -$116K -923 -35%
GKWIM
445
Gerber Kawasaki Wealth & Investment Management
California
$227K
IC
446
IEQ Capital
California
$226K +$211K +1,683 New
ST
447
Smithfield Trust
Pennsylvania
$219K
Schroder Investment Management Group
448
Schroder Investment Management Group
United Kingdom
$217K -$583K -4,644 -74%
PWP
449
Principle Wealth Partners
Connecticut
$215K
CBNLCF
450
Cognios Beta Neutral Large Cap Fund
Kansas
$212K -$96.5K -769 -32%

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.