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CME Group

1,193 hedge funds and large institutions have $58B invested in CME Group in 2023 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 470 increasing their positions, 426 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 75

11% more call options, than puts

Call options by funds: $323M | Put options by funds: $291M

10% more repeat investments, than reductions

Existing positions increased: 470 | Existing positions reduced: 426

2% more funds holding

Funds holding: 1,1711,193 (+22)

0.42% less ownership

Funds ownership: 87.43%87.01% (-0.42%)

4% less capital invested

Capital invested by funds: $60.3B → $58B (-$2.28B)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

Holders
1,193
Holders Change
+22
Holders Change %
+1.88%
% of All Funds
18.73%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.53%
New
106
Increased
470
Reduced
426
Closed
75
Calls
$323M
Puts
$291M
Net Calls
+$32.2M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
601
Compass Wealth Management
Connecticut
$1.44M
BONST
602
Bank of Nova Scotia Trust
Ontario, Canada
$1.43M +$332K +1,798 +30%
WP
603
WealthShield Partners
North Carolina
$1.42M +$56.5K +306 +4%
LFAS
604
Level Four Advisory Services
Texas
$1.42M +$26.2K +142 +2%
S
605
SimplyRich
California
$1.41M -$1.11K -6 -0.1%
BBHC
606
Brown Brothers Harriman & Co
New York
$1.41M +$47.1K +255 +3%
GCAC
607
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.4M +$332K +1,795 +30%
FWIA
608
Fort Washington Investment Advisors
Ohio
$1.4M -$41.2K -223 -3%
PA
609
Pinnacle Associates
New York
$1.39M -$19.6K -106 -1%
DSC
610
Duncker Streett & Co
Missouri
$1.38M
CWS
611
Confluence Wealth Services
Pennsylvania
$1.37M +$6.28K +34 +0.5%
FRA
612
Front Row Advisors
California
$1.36M +$8.32K +45 +0.6%
BSC
613
Brown Shipley & Co
United Kingdom
$1.36M +$9.79K +53 +0.7%
FIM
614
Freedom Investment Management
Connecticut
$1.36M +$856K +4,631 +171%
HFM
615
Hartford Financial Management
Connecticut
$1.34M +$1.34M +7,232 New
QCM
616
Quantinno Capital Management
New York
$1.31M +$185K +1,002 +17%
AAS
617
Avantax Advisory Services
Texas
$1.31M -$26.8K -145 -2%
MCA
618
Magnolia Capital Advisors
Mississippi
$1.29M -$12.2K -66 -0.9%
MG
619
Mather Group
Illinois
$1.28M +$26.8K +145 +2%
ET
620
Equitable Trust
Tennessee
$1.27M -$2.77K -15 -0.2%
TMAM
621
Tokio Marine Asset Management
Japan
$1.25M +$38.4K +208 +3%
HW
622
Hancock Whitney
Mississippi
$1.23M +$33.1K +179 +3%
AI
623
AXS Investments
New York
$1.23M +$95.9K +519 +8%
IF
624
Intrua Financial
Texas
$1.22M +$116K +628 +11%
AIA
625
Alera Investment Advisors
Illinois
$1.22M +$26.2K +142 +2%

CME Hedge Fund Activity: Q2 2023 in Review

1,193 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in CME Group (CME) for Q2 2023, worth a combined $58B — down 3.8% from $60.3B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new CME positions and 75 closed out — a net gain of 31 holders — while 470 added to existing stakes and 426 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $176M. The largest seller was BlackRock, cutting an estimated $521M.

  • 1,193 institutional investors held CME Group (CME) as of Q2 2023, up from 1,171 in Q1 2023.
  • Funds reported $58B of CME Group stock for Q2 2023, down 3.8% quarter-over-quarter.
  • 106 funds opened new CME Group positions in Q2 2023 and 75 closed out, a net change of +31 holders.
  • The largest CME Group buyer in Q2 2023 was Capital Research Global Investors, an estimated $176M added.
  • The largest CME Group seller in Q2 2023 was BlackRock, an estimated $521M sold.

Based on aggregated 13F filings for Q2 2023.