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CME Group

1,361 hedge funds and large institutions have $67.7B invested in CME Group in 2023 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 530 increasing their positions, 433 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 217 | Existing positions closed: 66

22% more repeat investments, than reductions

Existing positions increased: 530 | Existing positions reduced: 433

11% more funds holding

Funds holding: 1,2291,361 (+132)

7% more capital invested

Capital invested by funds: $63.1B → $67.7B (+$4.68B)

7% more funds holding in top 10

Funds holding in top 10: 4346 (+3)

1.92% more ownership

Funds ownership: 87.38%89.3% (+1.9%)

36% less call options, than puts

Call options by funds: $348M | Put options by funds: $540M

Holders
1,361
Holders Change
+132
Holders Change %
+10.74%
% of All Funds
19.84%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.67%
New
217
Increased
530
Reduced
433
Closed
66
Calls
$348M
Puts
$540M
Net Calls
-$192M
Net Calls Change
-$181M
Name Holding Trade Value Shares
Change
Change in
Stake
Edgewood Management
301
Edgewood Management
Connecticut
$11.8M -$160K -749 -1%
Envestnet Portfolio Solutions
302
Envestnet Portfolio Solutions
Illinois
$11.7M +$1.31M +6,138 +12%
Credit Agricole
303
Credit Agricole
France
$11.5M +$1.45M +6,802 +14%
Mercer Global Advisors
304
Mercer Global Advisors
Colorado
$11.4M +$443K +2,076 +4%
SOADOR
305
State of Alaska Department of Revenue
Alaska
$11.4M -$697K -3,265 -6%
Public Employees Retirement Association of Colorado
306
Public Employees Retirement Association of Colorado
Colorado
$11.4M -$353K -1,655 -3%
YCM
307
Yousif Capital Management
Michigan
$11.4M -$575K -2,697 -5%
BPCE
308
Bank Pictet & Cie (Europe)
Germany
$11.4M +$3.39M +15,870 +42%
TRCT
309
Tower Research Capital (TRC)
New York
$11.2M +$7.56M +35,439 +198%
PMIA
310
Patrick Mauro Investment Advisor
Illinois
$11.2M -$288K -1,350 -2%
EFG
311
Embree Financial Group
Illinois
$11.2M +$11.4M +53,258 New
AG
312
AlTi Global
New York
$11.2M +$11.2M +52,571 New
OCM
313
Oribel Capital Management
New York
$11M +$11.2M +52,300 New
MC
314
Miramar Capital
Illinois
$10.5M +$2.91M +13,629 +38%
Cambridge Investment Research Advisors
315
Cambridge Investment Research Advisors
Iowa
$10.4M +$521K +2,441 +5%
BS
316
Banco Santander
Spain
$10.3M
TIA
317
Traphagen Investment Advisors
New Jersey
$10.2M +$213 +1 +0%
MAM
318
Mirabaud Asset Management
United Kingdom
$10.2M +$10.3M +48,439 New
GCC
319
Guardian Capital (Canada)
Ontario, Canada
$10.2M +$427K +2,000 +4%
MOACM
320
Mutual of America Capital Management
New York
$10.1M -$463K -2,170 -4%
TCOV
321
Trust Company of Vermont
Vermont
$10.1M +$29.2K +137 +0.3%
Schroder Investment Management Group
322
Schroder Investment Management Group
United Kingdom
$10.1M +$637K +2,985 +7%
Wealthfront Advisers
323
Wealthfront Advisers
California
$10.1M +$459K +2,153 +5%
CI Investments Inc
324
CI Investments Inc
Ontario, Canada
$10M +$1.59M +7,462 +19%
SC
325
Savant Capital
Illinois
$9.92M +$226K +1,059 +2%

CME Hedge Fund Activity: Q4 2023 in Review

1,361 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CME Group (CME) for Q4 2023, worth a combined $67.7B — up 7.4% from $63.1B a quarter earlier.

Buyers outnumbered sellers: 217 funds opened new CME positions and 66 closed out — a net gain of 151 holders — while 530 added to existing stakes and 433 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.29B. The largest seller was JP Morgan Chase, cutting an estimated $670M.

  • 1,361 institutional investors held CME Group (CME) as of Q4 2023, up from 1,229 in Q3 2023.
  • Funds reported $67.7B of CME Group stock for Q4 2023, up 7.4% quarter-over-quarter.
  • 217 funds opened new CME Group positions in Q4 2023 and 66 closed out, a net change of +151 holders.
  • The largest CME Group buyer in Q4 2023 was Morgan Stanley, an estimated $1.29B added.
  • The largest CME Group seller in Q4 2023 was JP Morgan Chase, an estimated $670M sold.

Based on aggregated 13F filings for Q4 2023.