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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 %
WJWM
701
Williams Jones Wealth Management
New York
$1.19M +$563K +2,675 +89%
SVWAG
702
Sound View Wealth Advisors Group
Georgia
$1.19M -$2.53K -12 -0.2%
SSA
703
Sierra Summit Advisors
Nevada
$1.18M +$1.18M +5,622 New
FHA
704
First Horizon Advisors
Tennessee
$1.18M +$38.3K +182 +3%
WS
705
Wedbush Securities
California
$1.18M +$211K +1,000 +22%
AFS
706
Aft Forsyth & Sober
Florida
$1.17M – – –
FNBT
707
FineMark National Bank & Trust
Florida
$1.16M +$17.9K +85 +2%
GT
708
Greenleaf Trust
Michigan
$1.15M +$62.1K +295 +6%
DC
709
Davenport & Co
Virginia
$1.15M -$9.69K -46 -0.8%
ICM
710
IMS Capital Management
Oregon
$1.15M -$28.4K -135 -2%
BAAM
711
Baker Avenue Asset Management
California
$1.15M +$2.32K +11 +0.2%
CIP
712
Convergence Investment Partners
Florida
$1.14M +$1.14M +5,433 New
SSG
713
Summit Securities Group
New York
$1.14M +$1.14M +5,401 New
S
714
SignatureFD
Georgia
$1.14M +$82.6K +392 +8%
ACL
715
Applied Capital LLC
Florida
$1.13M – – –
FTIS
716
First Trust Investment Solutions
Florida
$1.13M +$1.13M +5,370 New
PI
717
Parkside Investments
Illinois
$1.13M +$1.26K +6 +0.1%
MWM
718
MGB Wealth Management
Texas
$1.12M +$1.12M +5,309 New
GFG
719
Goldstone Financial Group
Illinois
$1.12M +$57.9K +275 +5%
KPWS
720
Kestra Private Wealth Services
Texas
$1.11M +$597K +2,837 +115%
UFF
721
USA Financial Formulas
Michigan
$1.11M +$1.11M +5,269 +32,931%
AWS
722
Atria Wealth Solutions
New York
$1.11M +$642 +3 +0.1%
MRI
723
Mad River Investors
Massachusetts
$1.1M -$463K -2,200 -30%
RCG
724
Resource Consulting Group
Florida
$1.1M +$10.3K +49 +0.9%
EP
725
Edgestream Partners
New Jersey
$1.1M +$773K +3,669 +236%
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