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CME Group
CME

Overview Fund Activity

1,478 hedge funds and large institutions have $74.4B invested in CME Group in 2024 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 588 increasing their positions, 487 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,478
Holders Change
+99
Holders Change %
+7.18%
% of All Funds
19.67%
Holding in Top 10
53
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+39.47%
% of All Funds
0.71%
New
199
Increased
588
Reduced
487
Closed
73
Calls
$492M
Puts
$322M
Net Calls
+$170M
Net Calls Change
-$113M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$911M
2
CWP
Capital Wealth Planning
Florida
+$231M
3
ECU
Egerton Capital (UK)
United Kingdom
+$224M
4
Franklin Resources
Franklin Resources
California
+$218M
5
Bessemer Group
Bessemer Group
New Jersey
+$209M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$475M
2
Parnassus Investments
Parnassus Investments
California
-$439M
3
Amundi
Amundi
France
-$312M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$265M
5
Capital World Investors
Capital World Investors
California
-$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
651
Empowered Funds
Pennsylvania
$2.09M +$461K +1,987 +28%
BCM
652
Buckhead Capital Management
Georgia
$2.09M -$2.32K -10 -0.1%
AS
653
Aware Super
Australia
$2.09M +$2.09M +8,984 New
OHWP
654
Oak Harbor Wealth Partners
North Carolina
$2.08M -$41.3K -178 -2%
TCOT
655
Trust Company of Toledo
Ohio
$2.07M +$24.8K +107 +1%
IAA
656
Independent Advisor Alliance
North Carolina
$2.05M +$393K +1,692 +24%
PWS
657
Peterson Wealth Services
Utah
$2.02M +$125K +540 +7%
HFM
658
Hartford Financial Management
Connecticut
$2M -$31.6K -136 -2%
BC
659
Bowman & Company
Wisconsin
$2M +$43.7K +188 +2%
LT
660
Lindsell Train
United Kingdom
$2M – – –
KWM
661
Koa Wealth Management
California
$1.94M -$301K -1,298 -13%
KA
662
Kintegral Advisory
New York
$1.93M -$89.7K -377 -4%
SFA
663
Souders Financial Advisors
Ohio
$1.9M +$502K +2,160 +36%
S
664
SimplyRich
California
$1.9M +$24.6K +106 +1%
ECM
665
Everence Capital Management
Indiana
$1.87M -$731K -3,150 -28%
SSWM
666
Smith Salley Wealth Management
North Carolina
$1.86M +$232 +1 +0%
VCP
667
Verus Capital Partners
Arizona
$1.86M +$60.6K +261 +3%
HCA
668
Harbor Capital Advisors
Illinois
$1.86M +$47.1K +203 +3%
CP
669
Cumberland Partners
Ontario, Canada
$1.86M +$1.86M +8,000 New
MTC
670
Matrix Trust Company
Colorado
$1.86M -$39.3K -169 -2%
WMA
671
West Michigan Advisors
Michigan
$1.85M +$154K +648 +9%
BBHC
672
Brown Brothers Harriman & Co
New York
$1.85M -$183K -788 -9%
MCA
673
Magnolia Capital Advisors
Mississippi
$1.84M +$278K +1,199 +18%
JSL
674
JT Stratford LLC
Georgia
$1.83M -$80.4K -346 -4%
IWA
675
Icon Wealth Advisors
Texas
$1.83M +$395K +1,699 +27%
25 26
27
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