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CME Group

855 hedge funds and large institutions have $41.4B invested in CME Group in 2017 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 278 increasing their positions, 288 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 42

13% more funds holding

Funds holding: 760855 (+95)

8% more capital invested

Capital invested by funds: $38.3B → $41.4B (+$3.03B)

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

0.1% more ownership

Funds ownership: 83.18%83.28% (+0.1%)

3% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 288

39% less call options, than puts

Call options by funds: $222M | Put options by funds: $363M

Holders
855
Holders Change
+95
Holders Change %
+12.5%
% of All Funds
19.39%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
1%
New
140
Increased
278
Reduced
288
Closed
42
Calls
$222M
Puts
$363M
Net Calls
-$141M
Net Calls Change
-$108M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$288M +$20.9M +146,674 +8%
Legal & General Group
27
Legal & General Group
United Kingdom
$277M +$27.6M +193,726 +11%
DZ Bank
28
DZ Bank
Germany
$276M -$54.6M -383,442 -17%
UBS Group
29
UBS Group
Switzerland
$260M +$34.2M +239,963 +16%
Charles Schwab
30
Charles Schwab
California
$250M +$12.7M +89,480 +6%
CBT
31
Capital Bank & Trust
California
$200M -$20.1M -141,004 -9%
TCIM
32
TIAA CREF Investment Management
New York
$198M -$47.4M -332,967 -20%
UBS AM
33
UBS AM
Illinois
$189M +$348K +2,446 +0.2%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$188M +$24.8M +174,251 +16%
Aberdeen Group
35
Aberdeen Group
United Kingdom
$185M -$42.5M -298,440 -19%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$185M +$20.9M +146,605 +13%
Capital Research Global Investors
37
Capital Research Global Investors
California
$179M
AAMU
38
Amundi Asset Management US
Massachusetts
$175M +$70.8M +497,377 +71%
PPA
39
Parametric Portfolio Associates
Washington
$169M +$8.06M +56,618 +5%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$169M +$12.7M +89,524 +8%
Morgan Stanley
41
Morgan Stanley
New York
$154M +$34.2M +239,791 +30%
Fidelity International
42
Fidelity International
Bermuda
$151M -$15.1M -106,252 -9%
RJA
43
Raymond James & Associates
Florida
$151M +$4.84M +34,000 +3%
EIP
44
Epoch Investment Partners
New York
$149M -$2.71M -18,994 -2%
RP
45
Regal Partners
Australia
$146M +$20.1M +141,272 +16%
AllianceBernstein
46
AllianceBernstein
Tennessee
$144M +$3.84M +26,932 +3%
CFC
47
Cincinnati Financial Corp
Ohio
$142M
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$141M +$18.7M +130,993 +16%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$140M -$14.2K -100 -0%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$136M -$10.3M -72,263 -7%

CME Hedge Fund Activity: Q4 2017 in Review

855 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CME Group (CME) for Q4 2017, worth a combined $41.4B — up 7.9% from $38.3B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new CME positions and 42 closed out — a net gain of 98 holders — while 278 added to existing stakes and 288 trimmed.

The largest buyer was Jackson Square Partners, adding an estimated $344M. The largest seller was Citadel Advisors, cutting an estimated $181M.

  • 855 institutional investors held CME Group (CME) as of Q4 2017, up from 760 in Q3 2017.
  • Funds reported $41.4B of CME Group stock for Q4 2017, up 7.9% quarter-over-quarter.
  • 140 funds opened new CME Group positions in Q4 2017 and 42 closed out, a net change of +98 holders.
  • The largest CME Group buyer in Q4 2017 was Jackson Square Partners, an estimated $344M added.
  • The largest CME Group seller in Q4 2017 was Citadel Advisors, an estimated $181M sold.

Based on aggregated 13F filings for Q4 2017.