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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
SB
501
Simmons Bank
Arkansas
$3.47M -$102K -476 -3%
HAM
502
Harmony Asset Management
Arizona
$3.45M +$3.5M +16,385 New
SCM
503
Shelton Capital Management
Colorado
$3.44M +$459K +2,151 +15%
AF
504
Advisornet Financial
Minnesota
$3.43M -$77K -361 -2%
CW
505
Connectus Wealth
Ohio
$3.41M -$212K -994 -6%
BWG
506
Berry Wealth Group
Texas
$3.38M +$3.42M +16,034 New
JWBC
507
J.W. Burns & Co
New York
$3.34M -$43.3K -203 -1%
AP
508
Appleton Partners
Massachusetts
$3.33M -$111K -519 -3%
MGP
509
Metis Global Partners
California
$3.3M -$431K -2,018 -11%
AI
510
Atom Investors
Texas
$3.3M +$351K +1,646 +12%
GIA
511
GHP Investment Advisors
Colorado
$3.26M +$193K +903 +6%
PCOC
512
Power Corp of Canada
Canada
$3.22M +$3.27M +15,306 New
Brown Advisory
513
Brown Advisory
Maryland
$3.22M +$8.32K +39 +0.3%
RBA
514
Richard Bernstein Advisors
New York
$3.21M +$2.13K +10 +0.1%
CFCI
515
Comprehensive Financial Consultants Institutional
Indiana
$3.19M +$140K +655 +5%
AssetMark Inc
516
AssetMark Inc
California
$3.17M +$465K +2,180 +17%
VI
517
Vestcor Inc
New Brunswick, Canada
$3.14M -$17.5K -82 -0.5%
Verition Fund Management
518
Verition Fund Management
Connecticut
$3.14M +$1.96M +9,183 +160%
VMPIC
519
Varma Mutual Pension Insurance Co
Finland
$3.14M +$3.18M +14,900 New
IIM
520
INTECH Investment Management
Florida
$3.14M +$3.18M +14,892 New
Lazard Asset Management
521
Lazard Asset Management
New York
$3.11M -$686K -3,213 -18%
MLICM
522
Metropolitan Life Insurance Company (MetLife)
New York
$3.09M -$49.3K -231 -2%
PHK
523
Point72 Hong Kong
Hong Kong
$3.03M +$3.07M +14,397 New
BBVA
524
Banco Bilbao Vizcaya Argentaria
Spain
$2.96M +$156K +731 +5%
PAS
525
Park Avenue Securities
New York
$2.95M +$121K +566 +4%

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.