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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
Wells Fargo
51
Wells Fargo
California
$231M +$8.05M +37,736 +4%
Fayez Sarofim & Co
52
Fayez Sarofim & Co
Texas
$227M +$76.1M +356,423 +47%
RG
53
Rathbones Group
United Kingdom
$221M +$11.8M +55,433 +6%
RJFSA
54
Raymond James Financial Services Advisors
Florida
$214M +$690K +3,235 +0.3%
IIP
55
Intermede Investment Partners
United Kingdom
$214M -$10.7M -49,926 -5%
CFC
56
Cincinnati Financial Corp
Ohio
$211M
A
57
AustralianSuper
Australia
$209M -$46.7M -218,798 -18%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$208M +$1.3M +6,084 +0.6%
Mawer Investment Management
59
Mawer Investment Management
Alberta, Canada
$207M -$2.69M -12,609 -1%
Russell Investments Group
60
Russell Investments Group
United Kingdom
$206M +$4.7M +22,035 +2%
GAM
61
Guinness Asset Management
United Kingdom
$184M +$139K +652 +0.1%
AQR Capital Management
62
AQR Capital Management
Connecticut
$182M +$38.5M +180,585 +26%
MBI
63
Montrusco Bolton Investments
Quebec, Canada
$178M -$111M -521,020 -38%
Dimensional Fund Advisors
64
Dimensional Fund Advisors
Texas
$177M +$292K +1,367 +0.2%
WIM
65
Waverton Investment Management
United Kingdom
$175M +$1.65M +7,726 +0.9%
ClearBridge Investments
66
ClearBridge Investments
New York
$169M -$146K -686 -0.1%
CC
67
Capital Counsel
New York
$165M -$304K -1,426 -0.2%
1832 Asset Management
68
1832 Asset Management
Ontario, Canada
$162M +$29.2M +136,645 +22%
HSBC Holdings
69
HSBC Holdings
United Kingdom
$161M +$10.6M +49,898 +7%
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$154M -$78.1K -366 -0%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$154M -$36.9M -173,010 -19%
DZ Bank
72
DZ Bank
Germany
$150M +$768K +3,601 +0.5%
Aberdeen Group
73
Aberdeen Group
United Kingdom
$146M +$20M +93,713 +16%
MMH
74
Menora Mivtachim Holdings
Israel
$146M
TAM
75
Troy Asset Management
United Kingdom
$144M -$9.54M -44,726 -6%

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.