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CME Group

1,061 hedge funds and large institutions have $61.4B invested in CME Group in 2019 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 403 increasing their positions, 346 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 58

16% more repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 346

7% more funds holding

Funds holding: 9921,061 (+69)

0.17% more ownership

Funds ownership: 85.24%85.41% (+0.17%)

5% less capital invested

Capital invested by funds: $64.5B → $61.4B (-$3.01B)

23% less funds holding in top 10

Funds holding in top 10: 5240 (-12)

43% less call options, than puts

Call options by funds: $242M | Put options by funds: $424M

Holders
1,061
Holders Change
+69
Holders Change %
+6.96%
% of All Funds
20.9%
Holding in Top 10
40
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-23.08%
% of All Funds
0.79%
New
145
Increased
403
Reduced
346
Closed
58
Calls
$242M
Puts
$424M
Net Calls
-$181M
Net Calls Change
+$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
ED
801
Exane Derivatives
France
$335K -$190K -925 -36%
DTL
802
Dynamic Technology Lab
Singapore
$331K +$338K +1,649 New
GAAM
803
Guinness Atkinson Asset Management
California
$329K +$45.1K +220 +15%
Mercer Global Advisors
804
Mercer Global Advisors
Colorado
$329K +$90.9K +443 +37%
CCMG
805
Clark Capital Management Group
Pennsylvania
$326K -$2.67K -13 -0.8%
HH
806
Hilltop Holdings
Texas
$324K -$17.6K -86 -5%
GWM
807
Geneos Wealth Management
Colorado
$319K +$15.4K +75 +5%
OPS
808
Orion Portfolio Solutions
Nebraska
$318K +$325K +1,582 New
AUB
809
Atlantic Union Bankshares
Virginia
$317K
PFG
810
PAX Financial Group
Texas
$315K +$303K +1,478 New
GBT
811
Grove Bank & Trust
Florida
$314K +$11.7K +57 +4%
NICM
812
Neo Ivy Capital Management
New York
$314K +$321K +1,565 New
UR
813
USCA RIA
Texas
$312K +$2.67K +13 +0.8%
RA
814
RFG Advisory
Alabama
$308K -$13.7K -67 -4%
OIA
815
Optimum Investment Advisors
Illinois
$306K
FAT
816
First American Trust
California
$303K -$3.22M -15,704 -91%
CBFP
817
Cedar Brook Financial Partners
Ohio
$302K -$52.9K -258 -15%
SIMM
818
Stillwater Investment Management (Minnesota)
Minnesota
$302K +$1.23K +6 +0.4%
TNB
819
TCF National Bank
South Dakota
$300K
SWP
820
Stratos Wealth Partners
Ohio
$300K +$205 +1 +0.1%
HAIM
821
Hunter Associates Investment Management
Pennsylvania
$298K +$304K +1,484 New
Jennison Associates
822
Jennison Associates
New York
$297K -$4.59M -22,381 -94%
CAN
823
Cetera Advisor Networks
California
$297K -$30.4K -148 -9%
MFW
824
Meristem Family Wealth
Minnesota
$295K
CIC
825
Chilton Investment Company
Connecticut
$292K +$299K +1,456 New

CME Hedge Fund Activity: Q4 2019 in Review

1,061 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in CME Group (CME) for Q4 2019, worth a combined $61.4B — down 4.7% from $64.5B a quarter earlier.

Buyers outnumbered sellers: 145 funds opened new CME positions and 58 closed out — a net gain of 87 holders — while 403 added to existing stakes and 346 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $278M. The largest seller was Capital International Investors, cutting an estimated $278M.

  • 1,061 institutional investors held CME Group (CME) as of Q4 2019, up from 992 in Q3 2019.
  • Funds reported $61.4B of CME Group stock for Q4 2019, down 4.7% quarter-over-quarter.
  • 145 funds opened new CME Group positions in Q4 2019 and 58 closed out, a net change of +87 holders.
  • The largest CME Group buyer in Q4 2019 was Morgan Stanley, an estimated $278M added.
  • The largest CME Group seller in Q4 2019 was Capital International Investors, an estimated $278M sold.

Based on aggregated 13F filings for Q4 2019.