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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
Bessemer Group
776
Bessemer Group
New Jersey
$870K -$149K -697 -14%
TAM
777
Trust Asset Management
Texas
$868K
CIAS
778
CFS Investment Advisory Services
New Jersey
$859K +$3.2K +15 +0.4%
WHG
779
Westwood Holdings Group
Texas
$856K -$127K -593 -13%
SF
780
Synovus Financial
Georgia
$852K -$1.25M -5,851 -59%
FA
781
FDx Advisors
Illinois
$845K +$575K +2,694 +204%
AIP
782
Ameritas Investment Partners
Nebraska
$842K -$32.4K -152 -4%
AA
783
Advisory Alpha
Michigan
$842K
SC
784
Syon Capital
California
$837K +$457K +2,144 +117%
SW
785
SVB Wealth
Massachusetts
$833K +$139K +651 +20%
GIA
786
Gladstone Institutional Advisory
Florida
$831K +$842K +3,945 New
CFGS
787
Concourse Financial Group Securities
Alabama
$830K -$28K -131 -3%
CIC
788
Cornercap Investment Counsel
Georgia
$827K -$1.49M -6,982 -64%
CCM
789
Coldstream Capital Management
Washington
$826K +$50.8K +238 +6%
AC
790
AXQ Capital
New Jersey
$821K +$832K +3,900 New
ADIM
791
Alpha DNA Investment Management
Maryland
$820K +$831K +3,896 New
TGAM
792
TBH Global Asset Management
Tennessee
$817K -$85.8K -402 -9%
CA
793
Cullinan Associates
Kentucky
$809K -$85.3K -400 -9%
BCM
794
Becker Capital Management
Oregon
$805K
CI
795
Cigna Investments
Connecticut
$805K -$5.76K -27 -0.7%
LNC
796
Lincoln National Corp
Pennsylvania
$805K +$8.75K +41 +1%
GWM
797
GDS Wealth Management
Texas
$803K -$18.4K -86 -2%
SAG
798
SageView Advisory Group
California
$801K +$194K +910 +31%
SF
799
Symphony Financial
Texas
$796K +$854K +4,003 New
LSPW
800
Lake Street Private Wealth
Illinois
$793K -$474K -2,220 -37%

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.