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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 %
SPA
551
Sherbrooke Park Advisers
New York
$295K -$62.3K -339 -17%
TPI
552
Trust Point Inc
Wisconsin
$294K -$251K -1,366 -46%
ST
553
Smithfield Trust
Pennsylvania
$294K – – –
PWP
554
Principle Wealth Partners
Connecticut
$294K – – –
TL
555
Tradewinds LLC
North Carolina
$294K +$294K +1,645 New
AFG
556
Atomi Financial Group
New York
$294K +$5.33K +29 +2%
SS
557
Sunbelt Securities
Texas
$292K +$182K +989 +165%
TCOK
558
Trust Company of Kansas
Kansas
$289K – – –
EF
559
Empowered Funds
Pennsylvania
$287K -$3M -16,322 -91%
SFA
560
Sequoia Financial Advisors
Ohio
$285K +$33.3K +181 +13%
LFA
561
LGT Financial Advisors
Texas
$283K -$18.7K -102 -6%
IC
562
IEQ Capital
California
$280K +$65.6K +357 +31%
CMBA
563
C.M. Bidwell & Associates
Hawaii
$278K -$13.2K -72 -5%
CD
564
Chapin Davis
Maryland
$277K +$277K +1,509 New
IWC
565
Integrated Wealth Concepts
Massachusetts
$277K -$8.45K -46 -3%
EDRIA
566
Edmonds Duncan Registered Investment Advisors
Kansas
$272K +$272K +1,479 New
S
567
SignatureFD
Georgia
$270K -$25.2K -137 -9%
CPC
568
Consolidated Planning Corp
Georgia
$270K +$270K +1,470 New
MCA
569
Martin Capital Advisors
Texas
$270K -$42.3K -230 -14%
Brown Advisory
570
Brown Advisory
Maryland
$265K +$12.9K +70 +5%
EFI
571
EHP Funds Inc
Canada
$257K +$257K +1,400 New
RPGK
572
Retirement Planning Group (Kansas)
Kansas
$257K – – –
CIC
573
Cornercap Investment Counsel
Georgia
$255K -$2.76K -15 -1%
CWM
574
Centric Wealth Management
Illinois
$254K – – –
MAM
575
Mystic Asset Management
Rhode Island
$253K +$17.5K +95 +7%
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