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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
AIM
526
Anchor Investment Management
South Carolina
$6.71K
WPA
527
West Paces Advisors
Georgia
$6.71K
LF
528
Lee Financial
Texas
$6.71K +$6.28K +50 New
FCA
529
FinTrust Capital Advisors
South Carolina
$6.27K
SC
530
Schubert & Co
Texas
$5.77K -$628 -5 -10%
BWM
531
BerganKDV Wealth Management
Minnesota
$5.64K +$4.14K +33 +367%
DIP
532
DT Investment Partners
Pennsylvania
$5.53K
ZB
533
Zions Bancorporation
Utah
$5.37K -$13.2K -105 -72%
GWS
534
Glassman Wealth Services
Virginia
$5.24K +$251 +2 +5%
BWL
535
Bogart Wealth LLC
Virginia
$5.24K +$4.89K +39 New
RA
536
Rise Advisors
New York
$4.99K
EARNEST Partners
537
EARNEST Partners
Georgia
$4.83K
BIA
538
Bell Investment Advisors
California
$4.16K +$502 +4 +15%
SCA
539
Stonebridge Capital Advisors
Minnesota
$4.03K
TSW
540
Thompson Siegel & Walmsley
Virginia
$4K -$2.89K -23 -46%
VCM
541
Versant Capital Management
Arizona
$3.89K -$377 -3 -9%
TPCW
542
TD Private Client Wealth
New York
$3.76K +$3.14K +25 +833%
TWA
543
TCI Wealth Advisors
Arizona
$2.95K
BFPW
544
BOK Financial Private Wealth
Colorado
$2.82K +$2.64K +21 New
GBT
545
Grove Bank & Trust
Florida
$2.69K
DI
546
Disciplined Investments
Oklahoma
$2.69K +$126 +1 +5%
UFF
547
USA Financial Formulas
Michigan
$2.42K +$2.26K +18 New
FCAS
548
First Command Advisory Services
Texas
$2.28K +$2.13K +17 New
Commonwealth Equity Services
549
Commonwealth Equity Services
Massachusetts
$2.26K +$50.7K +404 +2%
Loomis, Sayles & Company
550
Loomis, Sayles & Company
Massachusetts
$2K -$63.1K -503 -97%

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.