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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
DP
826
Dearborn Partners
Illinois
$691K +$89.8K +421 +15%
GFG
827
Greystone Financial Group
Michigan
$691K +$11.1K +52 +2%
EFS
828
Essex Financial Services
Connecticut
$691K +$14.7K +69 +2%
PTC
829
Private Trust Company
Ohio
$690K +$27.5K +129 +4%
DAS
830
Dynamic Advisor Solutions
Arizona
$690K -$289K -1,356 -28%
EAM
831
Erste Asset Management
Austria
$688K -$6.45M -30,206 -90%
IWA
832
Icon Wealth Advisors
Texas
$685K +$694K +3,254 New
ECU
833
Eisler Capital (UK)
United Kingdom
$683K +$692K +3,242 New
BSW
834
Buckingham Strategic Wealth
Missouri
$679K +$4.69K +22 +0.7%
BC
835
Burney Company
Virginia
$678K -$142K -665 -17%
MMA
836
Miracle Mile Advisors
California
$676K +$684K +3,208 New
AFP
837
Ausdal Financial Partners
Iowa
$675K +$214K +1,002 +45%
CIA
838
Concurrent Investment Advisors
Florida
$672K +$681K +3,191 New
HNB
839
Huntington National Bank
Ohio
$670K +$122K +573 +22%
BONH
840
Bank of New Hampshire
New Hampshire
$669K
LBWM
841
Left Brain Wealth Management
Illinois
$667K +$4.27K +20 +0.6%
GAG
842
GM Advisory Group
New York
$664K +$85.8K +402 +15%
VFA
843
Voya Financial Advisors
Connecticut
$663K +$13.2K +62 +2%
9WM
844
9258 Wealth Management
Ohio
$663K +$24.1K +113 +4%
BIA
845
Bigelow Investment Advisors
Maine
$659K -$7.89K -37 -1%
BWM
846
Buckley Wealth Management
Nevada
$656K -$31.4K -147 -5%
SI
847
Stephens Inc
Arkansas
$633K -$10.7K -50 -2%
STA
848
Summit Trail Advisors
New York
$631K -$78.1K -366 -11%
TCA
849
Transcend Capital Advisors
New Jersey
$631K +$10.7K +50 +2%
IWA
850
Inspirion Wealth Advisors
Illinois
$628K

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.