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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
SFS
576
Stiles Financial Services
Minnesota
$2.36M +$269K +1,259 +13%
SSWM
577
Smith Salley Wealth Management
North Carolina
$2.33M -$66.6K -312 -3%
Group One Trading
578
Group One Trading
Illinois
$2.32M +$1.98M +9,266 +525%
VCA
579
Verdence Capital Advisors
Maryland
$2.28M +$285K +1,336 +14%
BONST
580
Bank of Nova Scotia Trust
Ontario, Canada
$2.27M +$635K +2,974 +38%
LS
581
Leelyn Smith
Illinois
$2.26M -$191K -893 -8%
CAG
582
Csenge Advisory Group
Florida
$2.26M +$1.52M +7,111 +196%
ATPW
583
Ashton Thomas Private Wealth
Arizona
$2.26M -$23.7K -111 -1%
FWCM
584
Ferguson Wellman Capital Management
Oregon
$2.25M -$16K -75 -0.7%
USAA
585
United Services Automobile Association
Texas
$2.24M +$2.27M +10,653 New
MWM
586
Mission Wealth Management
California
$2.21M -$63.4K -297 -3%
CCA
587
Catalyst Capital Advisors
New York
$2.17M -$109K -512 -5%
KA
588
Kintegral Advisory
New York
$2.11M -$13.7K -64 -0.6%
MWS
589
Maxwell Wealth Strategies
California
$2.1M +$2.13M +9,963 New
MFAM
590
Motley Fool Asset Management
Virginia
$2.09M +$140K +656 +7%
HWA
591
HCR Wealth Advisors
California
$2.08M +$172K +806 +9%
SCM
592
Silvant Capital Management
Georgia
$2.08M -$6.61K -31 -0.3%
CIP
593
Cornerstone Investment Partners
Georgia
$2.07M +$232K +1,085 +12%
SC
594
Sapient Capital
Indiana
$2.07M +$2.04M +9,580 New
DGAM
595
Desjardins Global Asset Management
Quebec, Canada
$2.06M +$1.31M +6,155 +169%
MCM
596
MV Capital Management
Maryland
$2.06M +$22K +103 +1%
ERIC
597
Eagle Rock Investment Company
Georgia
$2.06M +$229K +1,075 +12%
NW
598
NewEdge Wealth
Pennsylvania
$2.05M +$213K +996 +11%
ECM
599
Evergreen Capital Management
Washington
$2.04M -$9.18K -43 -0.4%
QT
600
Quantbot Technologies
New York
$2.04M +$2.07M +9,680 New

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.