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CME Group

1,193 hedge funds and large institutions have $58B invested in CME Group in 2023 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 470 increasing their positions, 426 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 75

11% more call options, than puts

Call options by funds: $323M | Put options by funds: $291M

10% more repeat investments, than reductions

Existing positions increased: 470 | Existing positions reduced: 426

2% more funds holding

Funds holding: 1,1711,193 (+22)

0.42% less ownership

Funds ownership: 87.43%87.01% (-0.42%)

4% less capital invested

Capital invested by funds: $60.3B → $58B (-$2.28B)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

Holders
1,193
Holders Change
+22
Holders Change %
+1.88%
% of All Funds
18.73%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.53%
New
106
Increased
470
Reduced
426
Closed
75
Calls
$323M
Puts
$291M
Net Calls
+$32.2M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
776
Sequoia Financial Advisors
Ohio
$563K +$57.1K +309 +11%
SAG
777
SageView Advisory Group
California
$562K -$468K -2,532 -45%
MLA
778
My Legacy Advisors
Oregon
$560K -$36.2K -196 -6%
BCWM
779
Bartlett & Co Wealth Management
Ohio
$559K +$7.39K +40 +1%
BC
780
Bartlett & Co
Ohio
$559K +$7.39K +40 +1%
MIM
781
Manitou Investment Management
Ontario, Canada
$559K -$75.8K -410 -12%
WJWM
782
Williams Jones Wealth Management
New York
$555K -$84.1K -455 -13%
ONB
783
Old National Bancorp
Indiana
$553K +$181K +979 +49%
JIP
784
Jaffetilchin Investment Partners
Florida
$551K -$16.8K -91 -3%
EF
785
Empowered Funds
Pennsylvania
$548K +$203K +1,101 +59%
EST
786
EA Series Trust
Pennsylvania
$548K +$547K +2,960 New
9WM
787
9258 Wealth Management
Ohio
$548K -$14.8K -80 -3%
WFG
788
Wills Financial Group
Virginia
$544K -$14.6K -79 -3%
TCM
789
Tributary Capital Management
Nebraska
$543K -$12.9K -70 -2%
MWA
790
Meridian Wealth Advisors
Texas
$542K -$137K -740 -20%
VVP
791
Venture Visionary Partners
Ohio
$542K -$2.96K -16 -0.5%
Verition Fund Management
792
Verition Fund Management
Connecticut
$540K -$303K -1,641 -36%
MCA
793
MSH Capital Advisors
Arizona
$540K +$538K +2,912 New
BAM
794
Bosun Asset Management
Illinois
$536K -$591K -3,200 -53%
CA
795
Continuum Advisory
Idaho
$534K -$33.1K -179 -6%
FUBT
796
First United Bank & Trust
Maryland
$528K -$19.4K -105 -4%
KFA
797
Krane Funds Advisors
New York
$525K +$523K +2,832 New
ABLA
798
Alan B. Lancz & Associates
Ohio
$523K
MMPW
799
Mitchell McLeod Pugh & Williams
Alabama
$520K
CT
800
Coastline Trust
Rhode Island
$519K

CME Hedge Fund Activity: Q2 2023 in Review

1,193 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in CME Group (CME) for Q2 2023, worth a combined $58B — down 3.8% from $60.3B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new CME positions and 75 closed out — a net gain of 31 holders — while 470 added to existing stakes and 426 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $176M. The largest seller was BlackRock, cutting an estimated $521M.

  • 1,193 institutional investors held CME Group (CME) as of Q2 2023, up from 1,171 in Q1 2023.
  • Funds reported $58B of CME Group stock for Q2 2023, down 3.8% quarter-over-quarter.
  • 106 funds opened new CME Group positions in Q2 2023 and 75 closed out, a net change of +31 holders.
  • The largest CME Group buyer in Q2 2023 was Capital Research Global Investors, an estimated $176M added.
  • The largest CME Group seller in Q2 2023 was BlackRock, an estimated $521M sold.

Based on aggregated 13F filings for Q2 2023.