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CME Group
CME

Overview Fund Activity

1,025 hedge funds and large institutions have $56B invested in CME Group in 2020 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 354 increasing their positions, 396 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,025
Holders Change
+33
Holders Change %
+3.33%
% of All Funds
18.19%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.57%
New
126
Increased
354
Reduced
396
Closed
82
Calls
$346M
Puts
$636M
Net Calls
-$290M
Net Calls Change
-$305M

Top Buyers

1
IFP
Independent Franchise Partners
United Kingdom
+$350M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$233M
3
Fidelity International
Fidelity International
Bermuda
+$222M
4
FAM
Fred Alger Management
New York
+$217M
5
GAM
GuardCap Asset Management
United Kingdom
+$202M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$406M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$388M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$175M
4
Capital World Investors
Capital World Investors
California
-$163M
5
EIP
Epoch Investment Partners
New York
-$141M
Name Holding Trade Value Shares
Change 		Shares
Change %
W
826
WealthStone
Ohio
$221K +$221K +1,212 New
DBRC
827
D.B. Root & Company
Pennsylvania
$218K +$363 +2 +0.2%
RWA
828
Ropes Wealth Advisors
Massachusetts
$217K -$51.2K -281 -19%
DP
829
Dearborn Partners
Illinois
$217K +$217K +1,193 New
GW
830
GW & Wade
Massachusetts
$216K +$216K +1,186 New
4WM
831
44 Wealth Management
Oregon
$215K +$215K +1,179 New
JCM
832
Jacobi Capital Management
Pennsylvania
$213K +$29.8K +164 +16%
CCM
833
Coldstream Capital Management
Washington
$211K +$211K +1,157 New
AF
834
Alerus Financial
North Dakota
$210K -$13.6K -75 -6%
SBSB
835
Sullivan, Bruyette, Speros & Blaney
Virginia
$210K +$32.7K +179 +18%
EWA
836
EP Wealth Advisors
California
$209K +$209K +1,151 New
SPWG
837
Sage Private Wealth Group
Illinois
$209K +$209K +1,151 New
HR
838
Hayden Royal
North Carolina
$206K +$206K +1,117 New
FLII
839
First Long Island Investors
New York
$206K +$206K +1,134 New
MWM
840
Modera Wealth Management
New Jersey
$205K +$205K +1,125 New
LW
841
Linscomb Wealth
Texas
$202K +$202K +1,112 New
EFS
842
Essex Financial Services
Connecticut
$201K +$201K +1,102 New
CBFP
843
Cedar Brook Financial Partners
Ohio
$200K -$51.5K -283 -20%
PA
844
Procyon Advisors
Connecticut
$200K +$200K +1,099 New
SWA
845
Sutton Wealth Advisors
Florida
$198K +$1.64K +9 +0.8%
GWM
846
Geneos Wealth Management
Colorado
$190K +$57.5K +359 +43%
AII
847
AGF Investments Inc
Ontario, Canada
$189K -$194K -1,063 -51%
MHR
848
Matthew Hamilton Rosenberg
$188K – – –
MCM
849
Manchester Capital Management
Vermont
$186K +$15.7K +86 +9%
WPA
850
West Paces Advisors
Georgia
$185K – – –
32 33
34
35 36