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Cboe Global Markets
CBOE

Overview Fund Activity

586 hedge funds and large institutions have $12B invested in Cboe Global Markets in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 199 increasing their positions, 233 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
586
Holders Change
+22
Holders Change %
+3.9%
% of All Funds
9.24%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.16%
New
59
Increased
199
Reduced
233
Closed
35
Calls
$210M
Puts
$121M
Net Calls
+$88.4M
Net Calls Change
-$31.8M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$315M
2
NRCM
North Reef Capital Management
California
$101M
3
MNG
Manning & Napier Group
New York
$93.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$265M
5
SC
Samlyn Capital
New York
$64.7M

Top Sellers

1
BlackRock
BlackRock
New York
$1.42B
2
Parnassus Investments
Parnassus Investments
California
$186M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$275M
4
Northern Trust
Northern Trust
Illinois
$159M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
551
FinTrust Capital Advisors
South Carolina
$6.27K – – –
ZB
552
Zions Bancorporation
Utah
$5.93K +$414 +3 +8%
DIP
553
DT Investment Partners
Pennsylvania
$5.59K – – –
GWS
554
Glassman Wealth Services
Virginia
$5.38K – – –
BWL
555
Bogart Wealth LLC
Virginia
$5.38K – – –
RA
556
Rise Advisors
New York
$5.15K – – –
GKIM
557
GW&K Investment Management
Massachusetts
$5K +$5K +38 New
EARNEST Partners
558
EARNEST Partners
Georgia
$4.97K – – –
BIA
559
Bell Investment Advisors
California
$4.83K +$552 +4 +13%
SWM
560
Spire Wealth Management
Virginia
$4.83K -$13.8K -100 -74%
KFI
561
Key Financial Inc
Pennsylvania
$4.28K +$4.28K +31 New
TSW
562
Thompson Siegel & Walmsley
Virginia
$4K – – –
AWM
563
Avior Wealth Management
Nebraska
$3.04K -$16.7K -121 -85%
GBT
564
Grove Bank & Trust
Florida
$2.76K – – –
DI
565
Disciplined Investments
Oklahoma
$2.62K -$138 -1 -5%
CG
566
Cutler Group
California
$2K -$9.16K -87 -82%
WT
567
Washington Trust
Rhode Island
$1.52K – – –
GI
568
Gradient Investments
Minnesota
$1.52K +$1.52K +11 New
VCM
569
Versant Capital Management
Arizona
$1.38K -$2.62K -19 -66%
SIS
570
Sound Income Strategies
Florida
$1.38K – – –
AAP
571
Arax Advisory Partners
Colorado
$1.25K – – –
BWM
572
BerganKDV Wealth Management
Minnesota
$1.24K -$4.56K -33 -79%
AWM
573
Abound Wealth Management
Tennessee
$1.11K +$692 +5 +167%
TFA
574
Transamerica Financial Advisors
Florida
$1K – – –
SIA
575
SkyView Investment Advisors
New Jersey
$1K +$500 +3 +100%
21 22
23
24 25