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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
CCA
801
Cravens & Co Advisors
Tennessee
$788K -$6.19K -29 -0.8%
IWA
802
Invera Wealth Advisors
Oregon
$787K +$797K +3,737 New
GCA
803
Genesee Capital Advisors
New York
$787K +$797K +3,735 New
BRWA
804
B. Riley Wealth Advisors
Florida
$782K +$10.2K +48 +1%
QCG
805
Quadrant Capital Group
Ohio
$782K +$70K +328 +10%
ECM
806
Exchange Capital Management
Michigan
$768K -$34.8K -163 -4%
BAM
807
Belpointe Asset Management
Nevada
$765K -$20.1K -94 -3%
M1FG
808
Mach-1 Financial Group
Arkansas
$762K +$772K +3,618 New
LFG
809
Lazard Frères Gestion
France
$758K
BIAS
810
Beacon Investment Advisory Services
New Jersey
$758K +$3.41K +16 +0.4%
TPI
811
Trust Point Inc
Wisconsin
$752K +$762K +3,569 New
PS
812
Principal Securities
Iowa
$742K +$751K +3,522 New
VI
813
Versor Investments
New York
$737K +$188K +879 +34%
SA
814
SRN Advisors
Pennsylvania
$735K +$745K +3,492 New
KSWWM
815
Keyes Stange & Wooten Wealth Management
Florida
$733K +$743K +3,482 New
BOPW
816
Brandywine Oak Private Wealth
Pennsylvania
$732K
QI
817
Qtron Investments
Massachusetts
$719K -$196K -920 -21%
CM
818
Castleark Management
Illinois
$716K
MHI
819
Miller Howard Investments
New York
$714K +$4.91K +23 +0.7%
IAA
820
Independent Advisor Alliance
North Carolina
$714K +$723K +3,389 New
TIAA Trust, National Association
821
TIAA Trust, National Association
North Carolina
$714K -$36.5K -171 -5%
SC
822
Sepio Capital
Utah
$711K -$2.13K -10 -0.3%
RTC
823
Riverview Trust Company
Washington
$708K -$5.33K -25 -0.7%
NP
824
NorthRock Partners
Minnesota
$699K +$461K +2,162 +201%
KWA
825
Kingswood Wealth Advisors
California
$699K -$634K -2,970 -47%

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.