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CME Group

855 hedge funds and large institutions have $41.4B invested in CME Group in 2017 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 278 increasing their positions, 288 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 42

13% more funds holding

Funds holding: 760855 (+95)

8% more capital invested

Capital invested by funds: $38.3B → $41.4B (+$3.03B)

5% more funds holding in top 10

Funds holding in top 10: 4244 (+2)

0.1% more ownership

Funds ownership: 83.18%83.28% (+0.1%)

3% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 288

39% less call options, than puts

Call options by funds: $222M | Put options by funds: $363M

Holders
855
Holders Change
+95
Holders Change %
+12.5%
% of All Funds
19.39%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
1%
New
140
Increased
278
Reduced
288
Closed
42
Calls
$222M
Puts
$363M
Net Calls
-$141M
Net Calls Change
-$108M
Name Holding Trade Value Shares
Change
Change in
Stake
DBT
801
Dubuque Bank & Trust
Iowa
$20K -$9.12K -64 -32%
CAC
802
Certified Advisory Corp
Florida
$18K +$18.5K +130 New
TFO
803
Tarbox Family Office
California
$17K
MWM
804
MinichMacGregor Wealth Management
New York
$16K
SPI
805
Santori & Peters Inc
Pennsylvania
$16K +$15.1K +106 New
FA
806
Fortis Advisors
Pennsylvania
$15K
PFGIA
807
Patriot Financial Group Insurance Agency
Massachusetts
$15K
TG
808
TLP Group
Illinois
$14K +$8.4K +59 +174%
GTAM
809
Global Trust Asset Management
Florida
$14K +$13.7K +96 New
THWM
810
Taylor Hoffman Wealth Management
Virginia
$14K +$14.1K +99 New
FMA
811
FNY Managed Accounts
New York
$14K +$14.2K +100 New
AOWM
812
Alpha Omega Wealth Management
Virginia
$11K
MCM
813
MV Capital Management
Maryland
$11K
WEC
814
Winslow Evans & Crocker
Massachusetts
$11K +$10.8K +76 New
SGAM
815
Smith Group Asset Management
Texas
$10K
PGWM
816
Parisi Gray Wealth Management
New Jersey
$10K +$9.97K +70 New
WA
817
WealthTrust-Arizona
Arizona
$9K -$570 -4 -6%
SCA
818
Stuart Chaussee & Associates
California
$9K
PHK
819
Point72 Hong Kong
Hong Kong
$9K +$2.14K +15 +31%
WAP
820
Wealthcare Advisory Partners
Pennsylvania
$9K +$3.99K +28 +90%
LFA
821
Legacy Financial Advisors
Kentucky
$9K +$9.4K +66 New
BL
822
Balentine LLC
Georgia
$8K
BWM
823
Baystate Wealth Management
Massachusetts
$8K
VCM
824
Vigilant Capital Management
Maine
$8K +$7.41K +52 New
FFG
825
Ford Financial Group
California
$8K +$8.26K +58 New

CME Hedge Fund Activity: Q4 2017 in Review

855 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in CME Group (CME) for Q4 2017, worth a combined $41.4B — up 7.9% from $38.3B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new CME positions and 42 closed out — a net gain of 98 holders — while 278 added to existing stakes and 288 trimmed.

The largest buyer was Jackson Square Partners, adding an estimated $344M. The largest seller was Citadel Advisors, cutting an estimated $181M.

  • 855 institutional investors held CME Group (CME) as of Q4 2017, up from 760 in Q3 2017.
  • Funds reported $41.4B of CME Group stock for Q4 2017, up 7.9% quarter-over-quarter.
  • 140 funds opened new CME Group positions in Q4 2017 and 42 closed out, a net change of +98 holders.
  • The largest CME Group buyer in Q4 2017 was Jackson Square Partners, an estimated $344M added.
  • The largest CME Group seller in Q4 2017 was Citadel Advisors, an estimated $181M sold.

Based on aggregated 13F filings for Q4 2017.