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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
SW
701
SlateStone Wealth
Florida
$1.22M -$10.7K -50 -0.9%
RCWM
702
Royal Capital Wealth Management
Indiana
$1.22M +$6.19K +29 +0.5%
AI
703
AXS Investments
New York
$1.2M -$90.7K -425 -7%
KAS
704
Kestra Advisory Services
Texas
$1.2M -$18.6K -87 -2%
WJWM
705
Williams Jones Wealth Management
New York
$1.19M +$571K +2,675 +89%
SVWAG
706
Sound View Wealth Advisors Group
Georgia
$1.19M -$2.56K -12 -0.2%
SSA
707
Sierra Summit Advisors
Nevada
$1.18M +$1.2M +5,622 New
FHA
708
First Horizon Advisors
Tennessee
$1.18M +$38.8K +182 +3%
WS
709
Wedbush Securities
California
$1.18M +$213K +1,000 +22%
AFS
710
Aft Forsyth & Sober
Florida
$1.17M
FNBT
711
FineMark National Bank & Trust
Florida
$1.16M +$18.1K +85 +2%
GT
712
Greenleaf Trust
Michigan
$1.15M +$62.9K +295 +6%
DC
713
Davenport & Co
Virginia
$1.15M -$9.81K -46 -0.8%
ICM
714
IMS Capital Management
Oregon
$1.15M -$28.8K -135 -2%
BAAM
715
Baker Avenue Asset Management
California
$1.15M +$2.35K +11 +0.2%
CIP
716
Convergence Investment Partners
Florida
$1.14M +$1.16M +5,433 New
SSG
717
Summit Securities Group
New York
$1.14M +$1.15M +5,401 New
S
718
SignatureFD
Georgia
$1.14M +$83.6K +392 +8%
ACL
719
Applied Capital LLC
Florida
$1.13M
FTIS
720
First Trust Investment Solutions
Florida
$1.13M +$1.15M +5,370 New
PI
721
Parkside Investments
Illinois
$1.13M +$1.28K +6 +0.1%
MWM
722
MGB Wealth Management
Texas
$1.12M +$1.13M +5,309 New
GFG
723
Goldstone Financial Group
Illinois
$1.12M +$58.7K +275 +5%
KPWS
724
Kestra Private Wealth Services
Texas
$1.11M +$605K +2,837 +115%
UFF
725
USA Financial Formulas
Michigan
$1.11M +$1.12M +5,269 +32,931%

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.