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CME Group
CME

Overview Fund Activity

992 hedge funds and large institutions have $50.9B invested in CME Group in 2020 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 358 increasing their positions, 418 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
992
Holders Change
-47
Holders Change %
-4.52%
% of All Funds
20.07%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.51%
New
65
Increased
358
Reduced
418
Closed
105
Calls
$431M
Puts
$416M
Net Calls
+$15.2M
Net Calls Change
-$36M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$388M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$423M
3
HL
Harding Loevner
New Jersey
$265M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$815M
5
Edgewood Management
Edgewood Management
Connecticut
$1.6B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$210M
2
BlackRock
BlackRock
New York
$4.31B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.2B
4
JSP
Jackson Square Partners
California
$0
5
Bessemer Group
Bessemer Group
New Jersey
$1.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
926
Jeppson Wealth Management
California
$19K +$19K +114 New
SIAP
927
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$17K – – –
EWA
928
Evolution Wealth Advisors
Florida
$17K +$330 +2 +2%
WT
929
Washington Trust
Rhode Island
$17K +$7.14K +42 +72%
LWM
930
Liberty Wealth Management
California
$17K +$16.7K +98 +4,900%
FCH
931
Freestone Capital Holdings
Washington
$15.4K +$15.4K +92 New
EI
932
Ellevest Inc
New York
$15K -$60.7K -360 -80%
BWM
933
Baystate Wealth Management
Massachusetts
$15K -$682 -4 -4%
SIC
934
Salem Investment Counselors
North Carolina
$15K – – –
ANBT
935
American National Bank & Trust
Texas
$15K – – –
LFG
936
Larson Financial Group
Missouri
$14K – – –
TFGT
937
TS Financial Group (TSFG)
Illinois
$14K – – –
ONST
938
Old North State Trust
North Carolina
$14K +$14K +86 New
JFA
939
JNBA Financial Advisors
Minnesota
$13K – – –
ETI
940
Enterprise Trust & Investment
California
$13K – – –
SL
941
Savior LLC
Massachusetts
$12K -$486 -3 -4%
IRC
942
Investors Research Corp
Georgia
$12K – – –
FP
943
Financial Perspectives
Minnesota
$11.2K – – –
EW
944
Evoke Wealth
California
$11K -$1.29K -8 -11%
DI
945
Disciplined Investments
Oklahoma
$11K – – –
FFA
946
Founders Financial Alliance
North Carolina
$11K +$11K +61 New
TFA
947
Toth Financial Advisory
Virginia
$10K – – –
TCM
948
Tradewinds Capital Management
Washington
$10K – – –
M
949
Mirova
France
$9K -$44.7K -278 -83%
CWC
950
Carolinas Wealth Consulting
North Carolina
$9K +$1.39K +8 +18%
36 37
38
39 40