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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 %
RWB
676
RMR Wealth Builders
New Jersey
$1.37M +$4.42K +21 +0.3%
PWS
677
Peterson Wealth Services
Utah
$1.36M +$49.7K +236 +4%
IF
678
Intrua Financial
Texas
$1.36M -$122K -577 -8%
LNWWM
679
Laird Norton Wetherby Wealth Management
California
$1.35M +$48.4K +230 +4%
CHC
680
City Holding Co
West Virginia
$1.33M -$4.42K -21 -0.3%
FHB
681
First Hawaiian Bank
Hawaii
$1.33M -$116K -549 -8%
HW
682
Hancock Whitney
Mississippi
$1.33M -$46.5K -221 -3%
NSAM
683
North Star Asset Management
Wisconsin
$1.32M – – –
IWM
684
IHT Wealth Management
Illinois
$1.3M +$110K +521 +9%
TYCC
685
Texas Yale Capital Corp
Florida
$1.29M – – –
RWM
686
Ritholtz Wealth Management
New York
$1.28M +$71.6K +340 +6%
NIM
687
NEOS Investment Management
Connecticut
$1.28M +$290K +1,376 +29%
DEA
688
DoubleLine ETF Adviser
Florida
$1.27M +$102K +485 +9%
TCA
689
Trifecta Capital Advisors
Illinois
$1.27M +$22.1K +105 +2%
AIA
690
Alera Investment Advisors
Illinois
$1.27M -$46.8K -222 -4%
ESBC
691
E.S. Barr & Co
Kentucky
$1.26M – – –
AIM
692
Aquila Investment Management
New York
$1.26M +$632K +3,000 +100%
SFA
693
Sequoia Financial Advisors
Ohio
$1.25M +$541K +2,571 +76%
CVA
694
Central Valley Advisors
California
$1.24M +$1.24M +5,887 New
MFIM
695
Mesirow Financial Investment Management
Illinois
$1.23M +$1.23M +7,159 New
GI
696
GLOBALT Investments
Georgia
$1.22M +$1.22M +5,804 New
SW
697
SlateStone Wealth
Florida
$1.22M -$10.5K -50 -0.9%
RCWM
698
Royal Capital Wealth Management
Indiana
$1.22M +$6.11K +29 +0.5%
AI
699
AXS Investments
New York
$1.2M -$89.5K -425 -7%
KAS
700
Kestra Advisory Services
Texas
$1.2M -$18.3K -87 -2%
26 27
28
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