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CME Group
CME

Overview Fund Activity

1,353 hedge funds and large institutions have $67.7B invested in CME Group in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 527 increasing their positions, 433 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,353
Holders Change
+129
Holders Change %
+10.54%
% of All Funds
19.83%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.67%
New
214
Increased
527
Reduced
433
Closed
66
Calls
$348M
Puts
$540M
Net Calls
-$192M
Net Calls Change
-$181M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.27B
2
CWP
Capital Wealth Planning
Florida
+$254M
3
Capital World Investors
Capital World Investors
California
+$247M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$221M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$197M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$661M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$508M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$212M
4
Amundi
Amundi
France
-$168M
5
ESCM
Echo Street Capital Management
New York
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
951
Cyndeo Wealth Partners
Florida
$404K -$421 -2 -0.1%
TC
952
Telemus Capital
Michigan
$403K -$842 -4 -0.2%
IWC
953
Integrated Wealth Concepts
Massachusetts
$402K +$37.3K +177 +10%
FPB
954
First PREMIER Bank
South Dakota
$401K -$20.8K -99 -5%
TVM
955
True Vision MN
Minnesota
$400K +$400K +1,853 New
FMLI
956
Fukoku Mutual Life Insurance
Japan
$400K – – –
SWA
957
SFMG Wealth Advisors
Texas
$399K +$2.32K +11 +0.6%
AWM
958
Aviso Wealth Management
Washington
$398K +$398K +1,891 New
SIM
959
Sentry Investment Management
Wisconsin
$397K -$42.7K -203 -10%
CFFP
960
Center for Financial Planning
Michigan
$397K +$2.74K +13 +0.7%
SFG
961
SNS Financial Group
Minnesota
$394K -$47.2K -224 -11%
CBFP
962
Cedar Brook Financial Partners
Ohio
$394K +$33K +168 +9%
BFEC
963
Benjamin F. Edwards & Company
Missouri
$393K +$252K +1,197 +179%
RIL
964
Rothschild Investment LLC
Illinois
$389K +$12.6K +60 +3%
IC
965
Inscription Capital
Texas
$388K +$388K +1,844 New
RI
966
Ridgewood Investments
New Jersey
$387K -$5.9K -28 -1%
MAM
967
Magellan Asset Management
Australia
$387K -$3.72M -17,682 -91%
SIM
968
Studio Investment Management
Illinois
$386K +$386K +1,834 New
PWP
969
Phillips Wealth Planners
Mississippi
$386K +$68.2K +336 +21%
CCFM
970
Clear Creek Financial Management
Washington
$383K +$9.06K +43 +2%
CCM
971
Cohen Capital Management
California
$379K – – –
LT
972
Legacy Trust
Michigan
$374K -$18.5K -88 -5%
NRD
973
Nebula Research & Development
New York
$374K +$81.5K +387 +28%
CFG
974
Carr Financial Group
Massachusetts
$374K – – –
SC
975
Scotia Capital
Ontario, Canada
$373K -$18.7K -89 -5%
37 38
39
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