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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
MOS
851
MGO One Seven
Ohio
$626K +$72.5K +340 +13%
CA
852
Continuum Advisory
Idaho
$625K +$15.4K +72 +2%
FI
853
Financial Insights
Washington
$625K -$13.9K -65 -2%
VVP
854
Venture Visionary Partners
Ohio
$625K -$4.69K -22 -0.7%
TCM
855
Twin Capital Management
Pennsylvania
$625K +$633K +2,966 New
JIP
856
Jaffetilchin Investment Partners
Florida
$625K -$12.2K -57 -2%
WFG
857
Wills Financial Group
Virginia
$622K -$3.2K -15 -0.5%
Capstone Investment Advisors
858
Capstone Investment Advisors
New York
$617K +$410K +1,921 +191%
UM
859
UniSuper Management
Australia
$614K +$67K +314 +12%
BAM
860
Bosun Asset Management
Illinois
$609K
KWM
861
Kingsview Wealth Management
Oregon
$607K +$24.8K +116 +4%
DWM
862
Dakota Wealth Management
Florida
$603K +$68.9K +323 +13%
BMCM
863
Bryn Mawr Capital Management
Pennsylvania
$600K +$37.6K +176 +7%
ATC
864
Argent Trust Co
Tennessee
$599K +$234K +1,095 +63%
TCM
865
Tributary Capital Management
Nebraska
$598K -$8.54K -40 -1%
MWA
866
Meridian Wealth Advisors
Texas
$595K -$11.3K -53 -2%
MLA
867
My Legacy Advisors
Oregon
$595K -$14.9K -70 -2%
MCWA
868
Meadow Creek Wealth Advisors
Georgia
$594K +$602K +2,820 New
PDL
869
Portfolio Design Labs
California
$593K +$601K +2,816 New
FT
870
Fiduciary Trust
Massachusetts
$592K +$16.6K +78 +3%
WCM
871
Weaver Capital Management
Georgia
$591K +$599K +2,806 New
MMPW
872
Mitchell McLeod Pugh & Williams
Alabama
$591K -$427 -2 -0.1%
SCA
873
Snowden Capital Advisors
New York
$590K +$126K +592 +27%
CT
874
Coastline Trust
Rhode Island
$590K
MIM
875
Manitou Investment Management
Ontario, Canada
$587K -$10K -47 -2%

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.