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CME Group

1,015 hedge funds and large institutions have $56.9B invested in CME Group in 2018 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 371 increasing their positions, 337 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 74

31% more funds holding in top 10

Funds holding in top 10: 5268 (+16)

13% more capital invested

Capital invested by funds: $50.5B → $56.9B (+$6.38B)

10% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 337

8% more funds holding

Funds holding: 9431,015 (+72)

1.69% less ownership

Funds ownership: 86.82%85.13% (-1.7%)

19% less call options, than puts

Call options by funds: $222M | Put options by funds: $274M

Holders
1,015
Holders Change
+72
Holders Change %
+7.64%
% of All Funds
22.61%
Holding in Top 10
68
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+30.77%
% of All Funds
1.51%
New
152
Increased
371
Reduced
337
Closed
74
Calls
$222M
Puts
$274M
Net Calls
-$52.5M
Net Calls Change
-$39.6M
Name Holding Trade Value Shares
Change
Change in
Stake
YWP
926
YorkBridge Wealth Partners
New York
$34K -$554 -3 -2%
CAM
927
CenterStar Asset Management
Illinois
$34K
QCIG
928
Quad-Cities Investment Group
Iowa
$34K +$185 +1 +0.6%
NCM
929
Nelson Capital Management
California
$33K +$32.3K +175 New
SIAP
930
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$32K -$32.1K -174 -50%
DSI
931
Daiwa SB Investments
Japan
$32K -$1.85K -10 -6%
Rockefeller Capital Management
932
Rockefeller Capital Management
New York
$32K
EARNEST Partners
933
EARNEST Partners
Georgia
$30K
BBHC
934
Brown Brothers Harriman & Co
New York
$29K +$27.1K +147 +1,633%
CIA
935
Cascade Investment Advisors
Oregon
$28.2K -$12.4K -67 -31%
TL
936
TrueWealth LLC
Georgia
$28K -$923 -5 -3%
WF
937
WealthTrust Fairport
Ohio
$28K
QAM
938
QCI Asset Management
New York
$28K +$4.62K +25 +20%
SGAM
939
Smith Group Asset Management
Texas
$28K +$18.5K +100 +200%
RCG
940
Ruggie Capital Group
Florida
$28K +$27.7K +150 New
OIA
941
OneDigital Investment Advisors
Kansas
$27K +$25.9K +140 +2,800%
PWMG
942
Prestige Wealth Management Group
New Jersey
$27K +$26.2K +142 New
AIM
943
Advantage Investment Management
Iowa
$26K -$28.4K -154 -52%
POIA
944
Pin Oak Investment Advisors
Texas
$25K
CAC
945
Certified Advisory Corp
Florida
$24K
CFA
946
Clarfeld Financial Advisors
New York
$24K +$22.9K +124 New
BWA
947
BDO Wealth Advisors
Florida
$23K -$2.22K -12 -9%
FNC
948
First National Corp
Massachusetts
$23K +$22.5K +122 New
FHA
949
First Horizon Advisors
Tennessee
$22K -$14.2K -77 -38%
LFG
950
Larson Financial Group
Missouri
$21K +$21.1K +114 New

CME Hedge Fund Activity: Q4 2018 in Review

1,015 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in CME Group (CME) for Q4 2018, worth a combined $56.9B — up 13% from $50.5B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new CME positions and 74 closed out — a net gain of 78 holders — while 371 added to existing stakes and 337 trimmed.

The largest buyer was Capital World Investors, adding an estimated $696M. The largest seller was Edgewood Management, cutting an estimated $272M.

  • 1,015 institutional investors held CME Group (CME) as of Q4 2018, up from 943 in Q3 2018.
  • Funds reported $56.9B of CME Group stock for Q4 2018, up 13% quarter-over-quarter.
  • 152 funds opened new CME Group positions in Q4 2018 and 74 closed out, a net change of +78 holders.
  • The largest CME Group buyer in Q4 2018 was Capital World Investors, an estimated $696M added.
  • The largest CME Group seller in Q4 2018 was Edgewood Management, an estimated $272M sold.

Based on aggregated 13F filings for Q4 2018.