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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
CA
651
Cetera Advisors
Colorado
$1.61M +$269K +1,263 +20%
S
652
SimplyRich
California
$1.6M +$4.27K +20 +0.3%
FWIA
653
Fort Washington Investment Advisors
Ohio
$1.59M
CWS
654
Confluence Wealth Services
Pennsylvania
$1.59M -$1.92K -9 -0.1%
HFM
655
Hartford Financial Management
Connecticut
$1.57M +$7.25K +34 +0.5%
SLI
656
Sumitomo Life Insurance
Japan
$1.56M -$78.7K -369 -5%
FRA
657
Front Row Advisors
California
$1.56M -$22.4K -105 -1%
AG
658
AIA Group
Hong Kong
$1.55M -$40.8K -191 -3%
ET
659
Equitable Trust
Tennessee
$1.55M
BSC
660
Brown Shipley & Co
United Kingdom
$1.54M
DTL
661
Dynamic Technology Lab
Singapore
$1.54M +$1.56M +7,299 New
AWM
662
AE Wealth Management
Kansas
$1.53M +$1.03M +4,832 +190%
BCM
663
Bayesian Capital Management
New York
$1.52M +$1.54M +7,218 New
CT
664
Colonial Trust
South Carolina
$1.51M +$253K +1,188 +20%
MG
665
Mather Group
Illinois
$1.51M -$27.7K -130 -2%
BOH
666
Bank of Hawaii
Hawaii
$1.5M +$364K +1,706 +32%
BC
667
Bowman & Company
Wisconsin
$1.5M +$87.1K +408 +6%
AAS
668
Avantax Advisory Services
Texas
$1.49M +$30.1K +141 +2%
CST
669
Charles Schwab Trust
Nevada
$1.47M
MCA
670
Magnolia Capital Advisors
Mississippi
$1.47M +$47.8K +224 +3%
BL
671
Balentine LLC
Georgia
$1.47M +$281K +1,317 +23%
DSC
672
Duncker Streett & Co
Missouri
$1.46M
PA
673
Pinnacle Associates
New York
$1.45M -$49.5K -232 -3%
FFA
674
Farther Finance Advisors
California
$1.45M +$1.13M +5,310 +340%
HI
675
Horizon Investments
North Carolina
$1.44M +$855K +4,006 +142%

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.