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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
PL
876
Perpetual Ltd
Australia
$585K -$11.5M -53,971 -95%
ASN
877
Advisory Services Network
Georgia
$584K +$95K +445 +19%
PFG
878
PAX Financial Group
Texas
$583K -$88.8K -416 -13%
HCM
879
Howland Capital Management
Massachusetts
$583K
NHT
880
New Hampshire Trust
New Hampshire
$572K -$104K -486 -15%
WPW
881
Waldron Private Wealth
Pennsylvania
$565K -$14.9K -70 -3%
CBNLCF
882
Cognios Beta Neutral Large Cap Fund
Kansas
$563K -$67.2K -315 -11%
GL
883
Graypoint LLC
New York
$561K +$112K +526 +25%
FUBT
884
First United Bank & Trust
Maryland
$558K -$17.1K -80 -3%
ABLA
885
Alan B. Lancz & Associates
Ohio
$553K -$21.3K -100 -4%
RFA
886
Resurgent Financial Advisors
Georgia
$552K -$11.1K -52 -2%
CTC
887
Central Trust Company
Missouri
$550K +$3.63K +17 +0.7%
PR
888
Payden & Rygel
California
$548K
GFP
889
Gryphon Financial Partners
Ohio
$547K +$597K +2,797 New
SWP
890
Stratos Wealth Partners
Ohio
$545K +$29.2K +137 +6%
IWN
891
Independent Wealth Network
Iowa
$541K +$134K +628 +32%
FFO
892
Fiduciary Family Office
Florida
$539K +$546K +2,558 New
USCWA
893
U.S. Capital Wealth Advisors
Texas
$537K +$192K +901 +55%
PNC
894
Park National Corp
Ohio
$531K -$64K -300 -11%
MW
895
Marcum Wealth
Ohio
$530K +$196K +918 +57%
TPCW
896
TD Private Client Wealth
New York
$529K -$36.7K -172 -6%
MCA
897
MSH Capital Advisors
Arizona
$522K -$64K -300 -11%
AWA
898
Arete Wealth Advisors
Illinois
$521K +$528K +2,475 New
PIA
899
Pinion Investment Advisors
Kansas
$516K -$36.3K -170 -6%
GA
900
Geller Advisors
New York
$510K +$17.9K +84 +4%

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.