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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 %
MIM
976
Meridiem Investment Management
United Kingdom
$367K +$367K +1,743 New
PVI
977
Pine Valley Investments
New Jersey
$366K +$856 +4 +0.2%
Kovitz Investment Group Partners
978
Kovitz Investment Group Partners
Illinois
$366K +$366K +1,738 New
BFA
979
Beaumont Financial Advisors
Massachusetts
$362K -$1.69K -8 -0.5%
CIM
980
Contravisory Investment Management
Massachusetts
$357K +$357K +1,697 New
CFP
981
Catalyst Financial Partners
Massachusetts
$355K -$28.6K -136 -7%
AWE
982
Avidian Wealth Enterprises
Texas
$354K -$115K -544 -24%
SAM
983
Shell Asset Management
Netherlands
$354K +$195K +923 +122%
RPWA
984
Regent Peak Wealth Advisors
Georgia
$354K +$5.9K +28 +2%
1SB
985
1ST Source Bank
Indiana
$353K – – –
FCP
986
Fidelis Capital Partners
Florida
$353K +$57.9K +275 +20%
GI
987
GAMMA Investing
California
$351K +$351K +1,705 New
SAM
988
Sompo Asset Management
Japan
$350K -$65.3K -310 -16%
PWPS
989
Pinnacle Wealth Planning Services
Ohio
$349K -$2.32K -11 -0.7%
CSIC
990
Clifford Swan Investment Counsel
California
$349K -$25.3K -120 -7%
TWP
991
Tower Wealth Partners
Pennsylvania
$345K +$345K +1,638 New
I
992
InceptionR
California
$344K -$76.9K -365 -18%
WFI
993
West Family Investments
California
$342K +$12.8K +61 +4%
GSEP
994
Golden State Equity Partners
California
$340K +$340K +1,615 New
SPC
995
Sigma Planning Corp
Michigan
$338K -$2.01M -9,549 -86%
BTI
996
Blue Trust Inc
Georgia
$338K +$43.3K +216 +15%
EL
997
Essex LLC
Illinois
$336K -$69.1K -328 -17%
IF
998
Insight Folios
North Carolina
$326K +$842 +4 +0.3%
SI
999
Seeds Investor
New York
$326K +$326K +1,550 New
AFG
1000
Atomi Financial Group
New York
$325K +$325K +1,544 New
38 39
40
41 42