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CME Group
CME

Overview Fund Activity

1,224 hedge funds and large institutions have $63B invested in CME Group in 2023 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 470 increasing their positions, 432 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,224
Holders Change
+36
Holders Change %
+3.03%
% of All Funds
19.52%
Holding in Top 10
43
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+26.47%
% of All Funds
0.69%
New
112
Increased
470
Reduced
432
Closed
61
Calls
$390M
Puts
$401M
Net Calls
-$10.6M
Net Calls Change
-$42.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$349M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$260M
3
Morgan Stanley
Morgan Stanley
New York
+$233M
4
PAM
PineStone Asset Management
Quebec, Canada
+$185M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$159M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$262M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$245M
3
Citadel Advisors
Citadel Advisors
Florida
-$138M
4
Holocene Advisors
Holocene Advisors
New York
-$84.5M
5
Two Sigma Investments
Two Sigma Investments
New York
-$83.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
926
Stonegate Investment Group
Alabama
$346K – – –
PVH
927
Psagot Value Holdings
Israel
$343K – – –
PVI
928
Pine Valley Investments
New Jersey
$342K +$801 +4 +0.2%
OIA
929
OneDigital Investment Advisors
Kansas
$340K -$3K -15 -0.9%
1SB
930
1ST Source Bank
Indiana
$336K -$3K -15 -0.9%
PWP
931
Phillips Wealth Planners
Mississippi
$335K -$55K -257 -14%
PWPS
932
Pinnacle Wealth Planning Services
Ohio
$334K +$22K +110 +7%
USCWA
933
U.S. Capital Wealth Advisors
Texas
$331K +$36.2K +181 +12%
RPWA
934
Regent Peak Wealth Advisors
Georgia
$331K +$3.8K +19 +1%
MA
935
MKT Advisors
California
$326K +$3.8K +19 +1%
ZIG
936
Zuckerman Investment Group
Illinois
$323K -$586K -2,926 -64%
CFG
937
Citizens Financial Group
Rhode Island
$321K +$321K +1,603 New
MW
938
Marcum Wealth
Ohio
$320K -$3.4K -17 -1%
DI
939
DFPG Investments
Utah
$319K -$3.03K -14 -0.9%
HCP
940
Hexagon Capital Partners
Arkansas
$314K -$52.3K -261 -14%
BEI
941
Benjamin Edwards Inc
Missouri
$314K +$16.8K +84 +6%
WFI
942
West Family Investments
California
$313K +$12.4K +62 +4%
FFA
943
Farther Finance Advisors
California
$313K +$220K +1,098 +237%
EP
944
Edgestream Partners
New Jersey
$312K +$58.7K +293 +23%
IF
945
Insight Folios
North Carolina
$310K -$801 -4 -0.3%
NAS
946
Nicolet Advisory Services
Wisconsin
$307K +$49.2K +242 +19%
HAIM
947
Hunter Associates Investment Management
Pennsylvania
$305K – – –
WF
948
WoodTrust Financial
Wisconsin
$302K – – –
1WM
949
1900 Wealth Management
Texas
$301K -$29.6K -148 -9%
GWA
950
Geometric Wealth Advisors
District of Columbia
$300K – – –
36 37
38
39 40