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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
FIM
676
Freedom Investment Management
Connecticut
$1.42M +$58.3K +273 +4%
AWP
677
Accretive Wealth Partners
New Jersey
$1.4M -$640 -3 -0%
MIS
678
Morningstar Investment Services
Illinois
$1.39M +$775K +3,630 +124%
EH
679
Equitable Holdings
New York
$1.38M +$37.6K +176 +3%
RWB
680
RMR Wealth Builders
New Jersey
$1.37M +$4.48K +21 +0.3%
PWS
681
Peterson Wealth Services
Utah
$1.36M +$50.4K +236 +4%
IF
682
Intrua Financial
Texas
$1.36M -$123K -577 -8%
LNWWM
683
Laird Norton Wetherby Wealth Management
California
$1.35M +$49.1K +230 +4%
CHC
684
City Holding Co
West Virginia
$1.33M -$4.48K -21 -0.3%
FHB
685
First Hawaiian Bank
Hawaii
$1.33M -$117K -549 -8%
HW
686
Hancock Whitney
Mississippi
$1.33M -$47.2K -221 -3%
NSAM
687
North Star Asset Management
Wisconsin
$1.32M
IWM
688
IHT Wealth Management
Illinois
$1.3M +$111K +521 +9%
TYCC
689
Texas Yale Capital Corp
Florida
$1.29M
RWM
690
Ritholtz Wealth Management
New York
$1.28M +$72.5K +340 +6%
NIM
691
NEOS Investment Management
Connecticut
$1.28M +$294K +1,376 +29%
DEA
692
DoubleLine ETF Adviser
Florida
$1.27M +$103K +485 +9%
TCA
693
Trifecta Capital Advisors
Illinois
$1.27M +$22.4K +105 +2%
AIA
694
Alera Investment Advisors
Illinois
$1.27M -$47.4K -222 -4%
ESBC
695
E.S. Barr & Co
Kentucky
$1.26M
AIM
696
Aquila Investment Management
New York
$1.26M +$640K +3,000 +100%
SFA
697
Sequoia Financial Advisors
Ohio
$1.25M +$549K +2,571 +76%
CVA
698
Central Valley Advisors
California
$1.24M +$1.26M +5,887 New
MFIM
699
Mesirow Financial Investment Management
Illinois
$1.23M +$1.53M +7,159 New
GI
700
GLOBALT Investments
Georgia
$1.22M +$1.24M +5,804 New

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.