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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 %
LF
751
Lantz Financial
Illinois
$950K +$1.47K +7 +0.2%
MCM
752
Mill Capital Management
North Carolina
$948K – – –
EF
753
Empowered Funds
Pennsylvania
$947K +$143K +678 +18%
BC
754
Bartlett & Co
Ohio
$946K +$293K +1,355 +45%
BCWM
755
Bartlett & Co Wealth Management
Ohio
$946K +$293K +1,355 +45%
ACM
756
Allred Capital Management
Texas
$944K -$12.8K -61 -1%
QWP
757
Quotient Wealth Partners
Texas
$944K +$944K +4,482 New
HFS
758
Hantz Financial Services
Michigan
$940K +$7.16K +34 +0.8%
IGAM
759
iA Global Asset Management
Quebec, Canada
$939K -$12.6K -60 -1%
EA
760
Eudaimonia Advisors
Tennessee
$936K +$15.8K +75 +2%
PAG
761
Private Advisor Group
New Jersey
$931K +$277K +1,316 +42%
DWT
762
Dorsey & Whitney Trust
South Dakota
$929K -$16.8K -80 -2%
RPC
763
Rossmore Private Capital
Connecticut
$927K – – –
SFFS
764
Stonehage Fleming Financial Services
Jersey
$921K -$16.8K -80 -2%
EP
765
Elkhorn Partners
Nebraska
$916K +$85.3K +405 +10%
LI
766
LMCG Investments
Massachusetts
$908K -$64.7K -307 -7%
PA
767
Parallel Advisors
California
$894K -$9.27K -44 -1%
Luther King Capital Management (LKCM)
768
Luther King Capital Management (LKCM)
Texas
$892K -$1.05K -5 -0.1%
HWAM
769
Hennion & Walsh Asset Management
New Jersey
$878K +$634K +3,009 +259%
WAS
770
Wesleyan Assurance Society
United Kingdom
$874K – – –
GAAM
771
Guinness Atkinson Asset Management
California
$871K -$25.5K -121 -3%
Bessemer Group
772
Bessemer Group
New Jersey
$870K -$147K -697 -14%
TAM
773
Trust Asset Management
Texas
$868K – – –
CIAS
774
CFS Investment Advisory Services
New Jersey
$859K +$3.16K +15 +0.4%
WHG
775
Westwood Holdings Group
Texas
$856K -$125K -593 -13%
29 30
31
32 33