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CME Group
CME

Overview Fund Activity

1,353 hedge funds and large institutions have $67.7B invested in CME Group in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 527 increasing their positions, 433 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,353
Holders Change
+129
Holders Change %
+10.54%
% of All Funds
19.83%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.67%
New
214
Increased
527
Reduced
433
Closed
66
Calls
$348M
Puts
$540M
Net Calls
-$192M
Net Calls Change
-$181M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.27B
2
CWP
Capital Wealth Planning
Florida
+$254M
3
Capital World Investors
Capital World Investors
California
+$247M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$221M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$197M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$661M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$508M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$212M
4
Amundi
Amundi
France
-$168M
5
ESCM
Echo Street Capital Management
New York
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
IMCOOI
626
Investment Management Corp of Ontario (IMCO)
Canada
$1.77M +$1.77M +8,424 New
SWS
627
SYSTM Wealth Solutions
Illinois
$1.76M -$11.8K -56 -0.7%
LFAS
628
Level Four Advisory Services
Texas
$1.76M +$122K +577 +7%
ACIM
629
Azimuth Capital Investment Management
Michigan
$1.75M -$254K -1,205 -13%
FTDI
630
First Trust Direct Indexing
Massachusetts
$1.75M +$274K +1,301 +19%
JSL
631
JT Stratford LLC
Georgia
$1.75M -$711K -3,377 -29%
FI
632
FJ Investments
Utah
$1.74M +$1.74M +8,281 New
TMAM
633
Tokio Marine Asset Management
Japan
$1.73M +$159K +754 +10%
OM
634
OV Management
Minnesota
$1.73M +$1.73M +8,000 New
OHWP
635
Oak Harbor Wealth Partners
North Carolina
$1.72M -$45.1K -214 -3%
NSIM
636
North Star Investment Management
Illinois
$1.72M – – –
GP
637
Girard Partners
Pennsylvania
$1.71M -$75.4K -358 -4%
Nomura Holdings
638
Nomura Holdings
Japan
$1.71M +$1.71M +8,120 New
VCP
639
Verus Capital Partners
Arizona
$1.7M +$24.2K +115 +1%
LFM
640
LGT Fund Management
Liechtenstein
$1.69M +$601K +2,850 +55%
AW
641
Alaethes Wealth
Nevada
$1.67M +$19.8K +94 +1%
RGC
642
Roberts, Glore & Co
Illinois
$1.67M -$11.6K -55 -0.7%
SFG
643
StrategIQ Financial Group
Indiana
$1.67M -$15.8K -75 -0.9%
MIM
644
Morningstar Investment Management
Illinois
$1.64M -$65.3K -310 -4%
CWM
645
Compass Wealth Management
Connecticut
$1.64M – – –
MTC
646
Matrix Trust Company
Colorado
$1.63M +$79K +375 +5%
CA
647
Cetera Advisors
Colorado
$1.61M +$266K +1,263 +20%
S
648
SimplyRich
California
$1.6M +$4.21K +20 +0.3%
FWIA
649
Fort Washington Investment Advisors
Ohio
$1.59M – – –
CWS
650
Confluence Wealth Services
Pennsylvania
$1.59M -$1.9K -9 -0.1%
24 25
26
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