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CME Group

855 hedge funds and large institutions have $41.4B invested in CME Group in 2017 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 278 increasing their positions, 288 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 42

13% more funds holding

Funds holding: 760855 (+95)

8% more capital invested

Capital invested by funds: $38.3B → $41.4B (+$3.03B)

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

0.1% more ownership

Funds ownership: 83.18%83.28% (+0.1%)

3% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 288

39% less call options, than puts

Call options by funds: $222M | Put options by funds: $363M

Holders
855
Holders Change
+95
Holders Change %
+12.5%
% of All Funds
19.39%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
1%
New
140
Increased
278
Reduced
288
Closed
42
Calls
$222M
Puts
$363M
Net Calls
-$141M
Net Calls Change
-$108M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
676
Salem Investment Counselors
North Carolina
$258K
HWA
677
HCR Wealth Advisors
California
$254K
CPIM
678
Columbia Partners Investment Management
Virginia
$251K -$285 -2 -0.1%
MCM
679
Manchester Capital Management
Vermont
$250K
EP
680
Edgestream Partners
New Jersey
$250K +$244K +1,715 New
SSW
681
Smith Shellnut Wilson
Mississippi
$248K
FPS
682
Fieldpoint Private Securities
Connecticut
$245K -$22.8K -160 -9%
AUB
683
Atlantic Union Bankshares
Virginia
$245K
B
684
Barings
North Carolina
$245K
CAN
685
Cetera Advisor Networks
California
$242K +$7.12K +50 +3%
TCM
686
Teza Capital Management
Illinois
$239K +$233K +1,633 New
LFAS
687
Level Four Advisory Services
Texas
$235K -$284K -1,992 -55%
PWS
688
Peloton Wealth Strategists
Indiana
$234K
UR
689
USCA RIA
Texas
$233K -$1.92M -13,457 -89%
CA
690
Continuum Advisory
Idaho
$233K +$6.69K +47 +3%
VFA
691
Voya Financial Advisors
Connecticut
$231K -$13.1K -92 -5%
CAG
692
Crestwood Advisors Group
Massachusetts
$231K +$225K +1,580 New
PBO
693
Peoples Bank (Ohio)
Ohio
$229K
GW
694
GW & Wade
Massachusetts
$228K -$387K -2,717 -64%
VFA
695
Valeo Financial Advisors
Indiana
$228K +$92.3K +648 +71%
Cetera Investment Advisers
696
Cetera Investment Advisers
Illinois
$228K +$222K +1,561 New
AWA
697
Arete Wealth Advisors
Illinois
$227K +$221K +1,551 New
CAM
698
Carret Asset Management
New York
$223K
FTC
699
Farmers Trust Company
Ohio
$220K -$58.7K -412 -21%
FMC
700
First Merchants Corp
Indiana
$219K -$420K -2,950 -66%

CME Hedge Fund Activity: Q4 2017 in Review

855 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CME Group (CME) for Q4 2017, worth a combined $41.4B — up 7.9% from $38.3B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new CME positions and 42 closed out — a net gain of 98 holders — while 278 added to existing stakes and 288 trimmed.

The largest buyer was Jackson Square Partners, adding an estimated $344M. The largest seller was Citadel Advisors, cutting an estimated $181M.

  • 855 institutional investors held CME Group (CME) as of Q4 2017, up from 760 in Q3 2017.
  • Funds reported $41.4B of CME Group stock for Q4 2017, up 7.9% quarter-over-quarter.
  • 140 funds opened new CME Group positions in Q4 2017 and 42 closed out, a net change of +98 holders.
  • The largest CME Group buyer in Q4 2017 was Jackson Square Partners, an estimated $344M added.
  • The largest CME Group seller in Q4 2017 was Citadel Advisors, an estimated $181M sold.

Based on aggregated 13F filings for Q4 2017.