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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
$501M
2
NRCM
North Reef Capital Management
California
$168M
3
PL
Perpetual Ltd
Australia
$74.9M
4
AQR Capital Management
AQR Capital Management
Connecticut
$146M
5
CVA
Ceredex Value Advisors
Florida
$30.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$132M
2
Morgan Stanley
Morgan Stanley
New York
$597M
3
Viking Global Investors
Viking Global Investors
Connecticut
$304M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$263M
5
MNG
Manning & Napier Group
New York
$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
676
Capital Advisors Ltd
Ohio
$14K +$909 +5 +7%
LFG
677
Larson Financial Group
Missouri
$13.5K -$35.3K -193 -72%
FRA
678
Front Row Advisors
California
$12.1K +$12.1K +66 New
PWMG
679
Prestige Wealth Management Group
New Jersey
$10.5K -$11K -60 -51%
AIM
680
Anchor Investment Management
South Carolina
$10.5K +$1.29K +7 +14%
FPF
681
First Pacific Financial
Washington
$10.3K +$2.94K +16 +40%
MCM
682
MV Capital Management
Maryland
$10.1K +$367 +2 +4%
FFA
683
Frazier Financial Advisors
Ohio
$9.92K +$6.06K +33 +157%
WPA
684
West Paces Advisors
Georgia
$9.19K -$551 -3 -6%
LI
685
LRI Investments
Florida
$9K +$9K +49 New
RFS
686
Richardson Financial Services
Massachusetts
$8.45K -$919 -5 -10%
GKIM
687
GW&K Investment Management
Massachusetts
$8K +$696 +4 +10%
CA
688
CoreCap Advisors
Michigan
$7.9K +$7.9K +43 New
DIP
689
DT Investment Partners
Pennsylvania
$7.35K – – –
BWL
690
Bogart Wealth LLC
Virginia
$7.17K – – –
SWM
691
Spire Wealth Management
Virginia
$6.98K +$367 +2 +6%
RA
692
Rise Advisors
New York
$6.93K – – –
BIA
693
Bell Investment Advisors
California
$6.62K +$551 +3 +9%
Jones Financial Companies
694
Jones Financial Companies
Missouri
$6.61K -$3.31K -18 -33%
HWM
695
HighMark Wealth Management
Minnesota
$6.61K – – –
FFO
696
Fortitude Family Office
Arizona
$6.25K – – –
TWD
697
True Wealth Design
Ohio
$5.7K – – –
KFI
698
Key Financial Inc
Pennsylvania
$5.7K – – –
AssetMark Inc
699
AssetMark Inc
California
$5.14K -$65K -354 -93%
CP
700
Castleview Partners
Texas
$5.14K +$1.84K +10 +56%
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