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CME Group
CME

Overview Fund Activity

1,353 hedge funds and large institutions have $67.7B invested in CME Group in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 527 increasing their positions, 433 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,353
Holders Change
+129
Holders Change %
+10.54%
% of All Funds
19.83%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.67%
New
214
Increased
527
Reduced
433
Closed
66
Calls
$348M
Puts
$540M
Net Calls
-$192M
Net Calls Change
-$181M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.27B
2
CWP
Capital Wealth Planning
Florida
+$254M
3
Capital World Investors
Capital World Investors
California
+$247M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$221M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$197M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$661M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$508M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$212M
4
Amundi
Amundi
France
-$168M
5
ESCM
Echo Street Capital Management
New York
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
801
Quadrant Capital Group
Ohio
$782K +$69.1K +328 +10%
ECM
802
Exchange Capital Management
Michigan
$768K -$34.3K -163 -4%
BAM
803
Belpointe Asset Management
Nevada
$765K -$19.8K -94 -3%
M1FG
804
Mach-1 Financial Group
Arkansas
$762K +$762K +3,618 New
LFRG
805
Lazard Frères Gestion
France
$758K – – –
BIAS
806
Beacon Investment Advisory Services
New Jersey
$758K +$3.37K +16 +0.4%
TPI
807
Trust Point Inc
Wisconsin
$752K +$752K +3,569 New
PS
808
Principal Securities
Iowa
$742K +$742K +3,522 New
VI
809
Versor Investments
New York
$737K +$185K +879 +34%
SA
810
SRN Advisors
Pennsylvania
$735K +$735K +3,492 New
KSWWM
811
Keyes Stange & Wooten Wealth Management
Florida
$733K +$733K +3,482 New
BOPW
812
Brandywine Oak Private Wealth
Pennsylvania
$732K – – –
QI
813
Qtron Investments
Massachusetts
$719K -$194K -920 -21%
CM
814
Castleark Management
Illinois
$716K – – –
MHI
815
Miller Howard Investments
New York
$714K +$4.84K +23 +0.7%
IAA
816
Independent Advisor Alliance
North Carolina
$714K +$714K +3,389 New
TIAA Trust, National Association
817
TIAA Trust, National Association
North Carolina
$714K -$36K -171 -5%
SC
818
Sepio Capital
Utah
$711K -$2.11K -10 -0.3%
RTC
819
Riverview Trust Company
Washington
$708K -$5.27K -25 -0.7%
NP
820
NorthRock Partners
Minnesota
$699K +$467K +2,162 +201%
KWA
821
Kingswood Wealth Advisors
California
$699K -$625K -2,970 -47%
DP
822
Dearborn Partners
Illinois
$691K +$88.7K +421 +15%
GFG
823
Greystone Financial Group
Michigan
$691K +$11K +52 +2%
EFS
824
Essex Financial Services
Connecticut
$691K +$14.5K +69 +2%
PTC
825
Private Trust Company
Ohio
$690K +$27.2K +129 +4%
31 32
33
34 35