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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
CT
901
Clearstead Trust
Maine
$508K +$515K +2,414 New
SPWG
902
Sage Private Wealth Group
Illinois
$507K -$71.1K -333 -12%
P
903
Pitcairn
Pennsylvania
$506K -$3.41K -16 -0.7%
TCM
904
Teza Capital Management
Illinois
$506K -$451K -2,112 -47%
WIA
905
Wetzel Investment Advisors
Indiana
$502K +$509K +2,384 New
FHA
906
Flagship Harbor Advisors
Massachusetts
$497K +$31.4K +147 +7%
DFG
907
Demars Financial Group
Washington
$495K +$26.5K +124 +6%
WBC
908
Westpac Banking Corp
Australia
$495K +$125K +584 +33%
EDRH
909
Edmond de Rothschild Holding
Switzerland
$494K -$54.4K -255 -10%
SC
910
SRB Corp
Massachusetts
$493K
KFA
911
Krane Funds Advisors
New York
$491K -$67.6K -317 -12%
ACA
912
Aptus Capital Advisors
Alabama
$487K +$5.33K +25 +1%
WPC
913
Wedmont Private Capital
Pennsylvania
$483K +$51.8K +243 +11%
LB
914
Legacy Bridge
Iowa
$478K -$36.1K -169 -7%
GRP
915
Global Retirement Partners
California
$476K +$8.75K +41 +2%
BCV
916
Banque Cantonale Vaudoise
Switzerland
$475K -$668K -3,129 -58%
PWMG
917
Prestige Wealth Management Group
New Jersey
$474K +$61K +286 +15%
PP
918
PDS Planning
Ohio
$473K +$28.2K +132 +6%
SFI
919
SPC Financial Inc
Maryland
$473K +$96.2K +451 +25%
LWAM
920
Legacy Wealth Asset Management
Minnesota
$470K +$213 +1 +0%
VCM
921
Vivaldi Capital Management
Illinois
$470K -$38.8K -182 -7%
CC
922
Cipher Capital
New York
$470K -$126K -591 -21%
CNBT
923
Canandaigua National Bank & Trust
New York
$465K
MWM
924
Meridian Wealth Management
Kentucky
$464K +$34.8K +163 +8%
PWP
925
Principle Wealth Partners
Connecticut
$463K

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.