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Cboe Global Markets

561 hedge funds and large institutions have $11.3B invested in Cboe Global Markets in 2021 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 197 increasing their positions, 172 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

281% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 26

139% more call options, than puts

Call options by funds: $182M | Put options by funds: $75.9M

15% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 172

13% more funds holding

Funds holding: 496561 (+65)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

6% more capital invested

Capital invested by funds: $10.7B → $11.3B (+$628M)

0.66% more ownership

Funds ownership: 80.78%81.44% (+0.66%)

Holders
561
Holders Change
+65
Holders Change %
+13.1%
% of All Funds
8.63%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
99
Increased
197
Reduced
172
Closed
26
Calls
$182M
Puts
$75.9M
Net Calls
+$106M
Net Calls Change
+$27.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
526
Plante Moran Financial Advisors
Michigan
$5K +$4.64K +36 New
CF
527
Concorde Financial
Texas
$5K +$5.03K +39 New
ST
528
Sageworth Trust
Pennsylvania
$4K -$15K -116 -77%
BIA
529
Bell Investment Advisors
California
$4K
CWP
530
Concord Wealth Partners
Virginia
$4K +$4.39K +34 New
AWA
531
Amplius Wealth Advisors
Pennsylvania
$4K +$4.51K +35 New
FMP
532
Financial Management Professionals
Texas
$3K
PWMG
533
Prestige Wealth Management Group
New Jersey
$3K
CFA
534
Carroll Financial Associates
North Carolina
$3K +$2.71K +21 +300%
VRS
535
Virginia Retirement Systems
Virginia
$2.96K -$1.02M -7,900 -26%
TWA
536
TCI Wealth Advisors
Arizona
$2K
MCM
537
MV Capital Management
Maryland
$2K +$387 +3 +30%
MPWT
538
MassMutual Private Wealth & Trust
Connecticut
$2K +$903 +7 +78%
DHGWA
539
Dixon Hughes Goodman Wealth Advisors
North Carolina
$2K +$1.55K +12 New
SFM
540
Signet Financial Management
New Jersey
$2K +$1.55K +12 New
SC
541
Schubert & Co
Texas
$2K +$2.06K +16 New
CA
542
CoreCap Advisors
Michigan
$2K +$2.45K +19 New
SPWG
543
Sage Private Wealth Group
Illinois
$2K +$322K +2,497 +12,485%
EBA
544
Eagle Bay Advisors
New York
$1K -$387 -3 -33%
ACM
545
AUA Capital Management
Pennsylvania
$1K
BWM
546
BerganKDV Wealth Management
Minnesota
$1K
HIA
547
Harbor Investment Advisory
Maryland
$1K
LWA
548
Lenox Wealth Advisors
New York
$1K
LIM
549
Longfellow Investment Management
Massachusetts
$1K
SWA
550
SOA Wealth Advisors
New York
$1K