CME icon

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 %
DAS
826
Dynamic Advisor Solutions
Arizona
$690K -$270K -1,356 -28%
EAM
827
Erste Asset Management
Austria
$688K -$6.37M -30,206 -90%
IWA
828
Icon Wealth Advisors
Texas
$685K +$685K +3,254 New
ECU
829
Eisler Capital (UK)
United Kingdom
$683K +$683K +3,242 New
BSW
830
Buckingham Strategic Wealth
Missouri
$679K +$4.63K +22 +0.7%
BC
831
Burney Company
Virginia
$678K -$140K -665 -17%
MMA
832
Miracle Mile Advisors
California
$676K +$676K +3,208 New
AFP
833
Ausdal Financial Partners
Iowa
$675K +$211K +1,002 +45%
CIA
834
Concurrent Investment Advisors
Florida
$672K +$672K +3,191 New
HNB
835
Huntington National Bank
Ohio
$670K +$121K +573 +22%
BONH
836
Bank of New Hampshire
New Hampshire
$669K – – –
LBWM
837
Left Brain Wealth Management
Illinois
$667K +$4.21K +20 +0.6%
GAG
838
GM Advisory Group
New York
$664K +$84.7K +402 +15%
VFA
839
Voya Financial Advisors
Connecticut
$663K +$13.1K +62 +2%
9WM
840
9258 Wealth Management
Ohio
$663K +$23.8K +113 +4%
BIA
841
Bigelow Investment Advisors
Maine
$659K -$7.79K -37 -1%
BWM
842
Buckley Wealth Management
Nevada
$656K -$31K -147 -5%
SI
843
Stephens Inc
Arkansas
$633K -$10.5K -50 -2%
STA
844
Summit Trail Advisors
New York
$631K -$79K -366 -11%
TCA
845
Transcend Capital Advisors
New Jersey
$631K +$10.5K +50 +2%
IWA
846
Inspirion Wealth Advisors
Illinois
$628K – – –
MOS
847
MGO One Seven
Ohio
$626K +$71.6K +340 +13%
CA
848
Continuum Advisory
Idaho
$625K +$15.2K +72 +2%
FI
849
Financial Insights
Washington
$625K -$13.7K -65 -2%
VVP
850
Venture Visionary Partners
Ohio
$625K -$4.63K -22 -0.7%
32 33
34
35 36