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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 %
EBA
701
Eagle Bay Advisors
New York
$5.14K +$5.14K +28 New
AW
702
Avion Wealth
Texas
$5K +$1.36K +6 +38%
SIC
703
SJS Investment Consulting
Ohio
$4.96K -$184 -1 -4%
CA
704
Continuum Advisory
Idaho
$3.84K +$3.84K +21 New
SHIM
705
Stone House Investment Management
Pennsylvania
$3.69K +$3.69K +20 New
GBT
706
Grove Bank & Trust
Florida
$3.68K – – –
DPW
707
DiNuzzo Private Wealth
Pennsylvania
$3.31K -$184 -1 -5%
HIA
708
Harbor Investment Advisory
Maryland
$2.69K +$2.69K +15 New
AP
709
Aspect Partners
Virginia
$2.57K – – –
WB
710
Webster Bank
Connecticut
$2.57K +$2.57K +14 New
AAP
711
Arax Advisory Partners
Colorado
$2.42K – – –
VCM
712
Versant Capital Management
Arizona
$2.02K – – –
VF
713
VitalStone Financial
Texas
$2K – – –
AWM
714
Abound Wealth Management
Tennessee
$1.48K – – –
SIS
715
Sound Income Strategies
Florida
$1.47K – – –
DF
716
Dunhill Financial
United Kingdom
$1.44K +$361 +2 +33%
LAM
717
Lummis Asset Management
Texas
$1.1K – – –
HFS
718
Horizon Financial Services
North Carolina
$1.1K +$1.1K +6 New
TFA
719
Transamerica Financial Advisors
Florida
$1K – – –
RBC
720
Roble Belko & Company
Pennsylvania
$1K +$1K +3 New
WWP
721
WR Wealth Planners
Missouri
$919 +$919 +5 New
GI
722
Gradient Investments
Minnesota
$735 -$1.29K -7 -64%
HNB
723
Hilltop National Bank
Wyoming
$735 +$735 +4 New
MHR
724
Matthew Hamilton Rosenberg
$727 – – –
VWA
725
Valued Wealth Advisors
Utah
$552 – – –
27 28
29
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