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CME Group

1,193 hedge funds and large institutions have $58B invested in CME Group in 2023 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 470 increasing their positions, 426 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 75

11% more call options, than puts

Call options by funds: $323M | Put options by funds: $291M

10% more repeat investments, than reductions

Existing positions increased: 470 | Existing positions reduced: 426

2% more funds holding

Funds holding: 1,1711,193 (+22)

0.42% less ownership

Funds ownership: 87.43%87.01% (-0.42%)

4% less capital invested

Capital invested by funds: $60.3B → $58B (-$2.28B)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

Holders
1,193
Holders Change
+22
Holders Change %
+1.88%
% of All Funds
18.73%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.53%
New
106
Increased
470
Reduced
426
Closed
75
Calls
$323M
Puts
$291M
Net Calls
+$32.2M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
CWP
876
Cyndeo Wealth Partners
Florida
$355K -$36.6K -198 -9%
MAM
877
Martingale Asset Management
Massachusetts
$354K +$353K +1,910 New
KPWS
878
Kestra Private Wealth Services
Texas
$350K +$16.3K +88 +5%
RI
879
Ridgewood Investments
New Jersey
$346K -$5.54K -30 -2%
IWN
880
Independent Wealth Network
Iowa
$346K -$7.95K -43 -2%
LT
881
Legacy Trust
Michigan
$345K -$9.98K -54 -3%
NGA
882
Naples Global Advisors
Florida
$345K +$37K +200 +12%
FNT
883
First Nebraska Trust
Nebraska
$340K
HCP
884
Hexagon Capital Partners
Arkansas
$339K -$20.1K -109 -6%
PWP
885
Phillips Wealth Planners
Mississippi
$338K -$70.8K -383 -17%
CFFP
886
Center for Financial Planning
Michigan
$334K +$5.36K +29 +2%
CCM
887
Cohen Capital Management
California
$334K
SC
888
Scotia Capital
Ontario, Canada
$333K +$104K +565 +46%
SAM
889
Sompo Asset Management
Japan
$332K +$7.39K +40 +2%
EI
890
Ellevest Inc
New York
$332K +$17.6K +95 +6%
CCFM
891
Clear Creek Financial Management
Washington
$330K -$8.87K -48 -3%
4WM
892
44 Wealth Management
Oregon
$329K +$554 +3 +0.2%
CSIC
893
Clifford Swan Investment Counsel
California
$329K
CFG
894
Carr Financial Group
Massachusetts
$329K
BMCM
895
Bryn Mawr Capital Management
Pennsylvania
$328K +$327K +1,768 New
P2P
896
Phase 2 Partners
California
$327K -$18.9M -102,395 -98%
VFA
897
Valeo Financial Advisors
Indiana
$326K -$10.7K -58 -3%
LFA
898
Legacy Financial Advisors
Kentucky
$325K +$8.5K +46 +3%
KTC
899
Kistler-Tiffany Companies
Pennsylvania
$321K +$320K +1,734 New
MA
900
MKT Advisors
California
$321K -$3.14K -17 -1%

CME Hedge Fund Activity: Q2 2023 in Review

1,193 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in CME Group (CME) for Q2 2023, worth a combined $58B — down 3.8% from $60.3B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new CME positions and 75 closed out — a net gain of 31 holders — while 470 added to existing stakes and 426 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $176M. The largest seller was BlackRock, cutting an estimated $521M.

  • 1,193 institutional investors held CME Group (CME) as of Q2 2023, up from 1,171 in Q1 2023.
  • Funds reported $58B of CME Group stock for Q2 2023, down 3.8% quarter-over-quarter.
  • 106 funds opened new CME Group positions in Q2 2023 and 75 closed out, a net change of +31 holders.
  • The largest CME Group buyer in Q2 2023 was Capital Research Global Investors, an estimated $176M added.
  • The largest CME Group seller in Q2 2023 was BlackRock, an estimated $521M sold.

Based on aggregated 13F filings for Q2 2023.