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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
CCM
976
Cohen Capital Management
California
$379K
LT
977
Legacy Trust
Michigan
$374K -$18.8K -88 -5%
NRD
978
Nebula Research & Development
New York
$374K +$82.6K +387 +28%
CFG
979
Carr Financial Group
Massachusetts
$374K
SC
980
Scotia Capital
Ontario, Canada
$373K -$19K -89 -5%
MIM
981
Meridiem Investment Management
United Kingdom
$367K +$372K +1,743 New
PVI
982
Pine Valley Investments
New Jersey
$366K +$853 +4 +0.2%
Kovitz Investment Group Partners
983
Kovitz Investment Group Partners
Illinois
$366K +$371K +1,738 New
BFA
984
Beaumont Financial Advisors
Massachusetts
$362K -$1.71K -8 -0.5%
CIM
985
Contravisory Investment Management
Massachusetts
$357K +$362K +1,697 New
CFP
986
Catalyst Financial Partners
Massachusetts
$355K -$29K -136 -7%
AWE
987
Avidian Wealth Enterprises
Texas
$354K -$116K -544 -24%
SAM
988
Shell Asset Management
Netherlands
$354K +$197K +923 +122%
RPWA
989
Regent Peak Wealth Advisors
Georgia
$354K +$5.97K +28 +2%
1SB
990
1ST Source Bank
Indiana
$353K
FCP
991
Fidelis Capital Partners
Florida
$353K +$58.7K +275 +20%
GI
992
GAMMA Investing
California
$351K +$364K +1,705 New
SAM
993
Sompo Asset Management
Japan
$350K -$66.1K -310 -16%
PWPS
994
Pinnacle Wealth Planning Services
Ohio
$349K -$2.35K -11 -0.7%
CSIC
995
Clifford Swan Investment Counsel
California
$349K -$25.6K -120 -7%
TWP
996
Tower Wealth Partners
Pennsylvania
$345K +$350K +1,638 New
I
997
InceptionR
California
$344K -$77.9K -365 -18%
WFI
998
West Family Investments
California
$342K +$13K +61 +4%
GSEP
999
Golden State Equity Partners
California
$340K +$345K +1,615 New
SPC
1000
Sigma Planning Corp
Michigan
$338K -$2.04M -9,549 -86%

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.