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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
SI
751
Saxon Interests
Texas
$958K +$971K +4,550 New
BIM
752
Baldwin Investment Management
Pennsylvania
$955K -$10.7K -50 -1%
TFA
753
Transamerica Financial Advisors
Florida
$953K -$172K -805 -15%
MWM
754
Modera Wealth Management
New Jersey
$951K -$123K -577 -11%
LF
755
Lantz Financial
Illinois
$950K +$1.49K +7 +0.2%
MCM
756
Mill Capital Management
North Carolina
$948K
EF
757
Empowered Funds
Pennsylvania
$947K +$145K +678 +18%
BC
758
Bartlett & Co
Ohio
$946K +$289K +1,355 +45%
BCWM
759
Bartlett & Co Wealth Management
Ohio
$946K +$289K +1,355 +45%
ACM
760
Allred Capital Management
Texas
$944K -$13K -61 -1%
QWP
761
Quotient Wealth Partners
Texas
$944K +$956K +4,482 New
HFS
762
Hantz Financial Services
Michigan
$940K +$7.25K +34 +0.8%
IGAM
763
iA Global Asset Management
Quebec, Canada
$939K -$12.8K -60 -1%
EA
764
Eudaimonia Advisors
Tennessee
$936K +$16K +75 +2%
PAG
765
Private Advisor Group
New Jersey
$931K +$281K +1,316 +42%
DWT
766
Dorsey & Whitney Trust
South Dakota
$929K -$17.1K -80 -2%
RPC
767
Rossmore Private Capital
Connecticut
$927K
SFFS
768
Stonehage Fleming Financial Services
Jersey
$921K -$17.1K -80 -2%
EP
769
Elkhorn Partners
Nebraska
$916K +$86.4K +405 +10%
LI
770
LMCG Investments
Massachusetts
$908K -$65.5K -307 -7%
PA
771
Parallel Advisors
California
$894K -$9.39K -44 -1%
Luther King Capital Management (LKCM)
772
Luther King Capital Management (LKCM)
Texas
$892K -$1.07K -5 -0.1%
HWAM
773
Hennion & Walsh Asset Management
New Jersey
$878K +$642K +3,009 +259%
WAS
774
Wesleyan Assurance Society
United Kingdom
$874K
GAAM
775
Guinness Atkinson Asset Management
California
$871K -$25.8K -121 -3%

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.