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Cboe Global Markets
CBOE

Overview Fund Activity

734 hedge funds and large institutions have $16B invested in Cboe Global Markets in 2024 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 299 increasing their positions, 257 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
734
Holders Change
+19
Holders Change %
+2.66%
% of All Funds
10.64%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
82
Increased
299
Reduced
257
Closed
56
Calls
$357M
Puts
$184M
Net Calls
+$173M
Net Calls Change
+$14.6M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$226M
2
NRCM
North Reef Capital Management
California
+$80.8M
3
PL
Perpetual Ltd
Australia
+$74.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$53M
5
CVA
Ceredex Value Advisors
Florida
+$30.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$296M
2
Morgan Stanley
Morgan Stanley
New York
-$165M
3
Viking Global Investors
Viking Global Investors
Connecticut
-$139M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$123M
5
MNG
Manning & Napier Group
New York
-$73M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFAM
526
Motley Fool Asset Management
Virginia
$374K +$18.2K +99 +5%
BAAM
527
Baker Avenue Asset Management
California
$372K +$1.47K +8 +0.4%
BL
528
Balentine LLC
Georgia
$368K -$22.4K -122 -6%
AWM
529
Aberdeen Wealth Management
Illinois
$367K – – –
FFM
530
Forum Financial Management
Illinois
$359K +$919 +5 +0.3%
ST
531
Somerset Trust
Pennsylvania
$350K -$551 -3 -0.2%
PCS
532
Personal CFO Solutions
New Jersey
$348K +$94.8K +516 +38%
AGA
533
Accuvest Global Advisors
Utah
$345K -$9.72K -53 -3%
PWP
534
Phillips Wealth Planners
Mississippi
$345K +$35.3K +200 +11%
PS
535
Principal Securities
Iowa
$344K -$68.9K -375 -17%
Schroder Investment Management Group
536
Schroder Investment Management Group
United Kingdom
$339K +$33.1K +180 +11%
EAM
537
Empirical Asset Management
Massachusetts
$339K +$339K +1,844 New
HF
538
HRT Financial
New York
$336K +$336K +1,833 New
PF
539
Phoenix Financial
Israel
$335K +$335K +1,830 New
DEA
540
DoubleLine ETF Adviser
Florida
$332K +$1.47K +8 +0.4%
PA
541
Parallel Advisors
California
$330K +$49.1K +267 +17%
FHA
542
Flagship Harbor Advisors
Massachusetts
$322K +$79.6K +433 +33%
RGC
543
Roberts, Glore & Co
Illinois
$319K – – –
DCM
544
Davis Capital Management
Florida
$319K -$9.46K -52 -3%
HI
545
Horizon Investments
North Carolina
$317K +$22.6K +123 +8%
LNWWM
546
Laird Norton Wetherby Wealth Management
California
$316K -$6.98K -38 -2%
LFM
547
LGT Fund Management
Liechtenstein
$312K – – –
HWM
548
HB Wealth Management
Georgia
$308K +$52.9K +288 +21%
PA
549
Profund Advisors
Maryland
$301K +$43.9K +239 +17%
IA
550
IFP Advisors
Florida
$298K +$73.3K +399 +33%
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