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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
FNT
951
First Nebraska Trust
Nebraska
$412K
LFA
952
Legacy Financial Advisors
Kentucky
$412K -$18.4K -86 -4%
WLPWM
953
Walled Lake Planning & Wealth Management
Illinois
$408K
LA
954
Legacy Advisors
Pennsylvania
$406K -$15.1K -71 -4%
OAM
955
Oxford Asset Management
United Kingdom
$405K +$410K +1,921 New
CWP
956
Cyndeo Wealth Partners
Florida
$404K -$427 -2 -0.1%
TC
957
Telemus Capital
Michigan
$403K -$853 -4 -0.2%
IWC
958
Integrated Wealth Concepts
Massachusetts
$402K +$37.8K +177 +10%
FPB
959
First PREMIER Bank
South Dakota
$401K -$21.1K -99 -5%
TVM
960
True Vision MN
Minnesota
$400K +$395K +1,853 New
FMLI
961
Fukoku Mutual Life Insurance
Japan
$400K
SWA
962
SFMG Wealth Advisors
Texas
$399K +$2.35K +11 +0.6%
AWM
963
Aviso Wealth Management
Washington
$398K +$403K +1,891 New
SIM
964
Sentry Investment Management
Wisconsin
$397K -$43.3K -203 -10%
CFFP
965
Center for Financial Planning
Michigan
$397K +$2.77K +13 +0.7%
SFG
966
SNS Financial Group
Minnesota
$394K -$47.8K -224 -11%
CBFP
967
Cedar Brook Financial Partners
Ohio
$394K +$35.8K +168 +9%
BFEC
968
Benjamin F. Edwards & Company
Missouri
$393K +$255K +1,197 +179%
RIL
969
Rothschild Investment LLC
Illinois
$389K +$12.8K +60 +3%
IC
970
Inscription Capital
Texas
$388K +$393K +1,844 New
RI
971
Ridgewood Investments
New Jersey
$387K -$5.97K -28 -1%
MAM
972
Magellan Asset Management
Australia
$387K -$3.77M -17,682 -91%
SIM
973
Studio Investment Management
Illinois
$386K +$391K +1,834 New
PWP
974
Phillips Wealth Planners
Mississippi
$386K +$71.7K +336 +21%
CCFM
975
Clear Creek Financial Management
Washington
$383K +$9.18K +43 +2%

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.