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CME Group
CME

1,062 hedge funds and large institutions have $63.4B invested in CME Group in 2021 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 411 increasing their positions, 368 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 75

16% more funds holding in top 10

Funds holding in top 10: 32 → 37 (+5)

13% more capital invested

Capital invested by funds: $56.1B → $63.4B (+$7.35B)

12% more repeat investments, than reductions

Existing positions increased: 411 | Existing positions reduced: 368

3% more funds holding

Funds holding: 1,031 → 1,062 (+31)

4% more call options, than puts

Call options by funds: $467M | Put options by funds: $446M

1% more ownership

Funds ownership: 85.64% → 86.63% (+1%)

Holders
1,062
Holders Change
+31
Holders Change %
+3.01%
% of All Funds
18.65%
Holding in Top 10
37
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.63%
% of All Funds
0.65%
New
114
Increased
411
Reduced
368
Closed
75
Calls
$467M
Puts
$446M
Net Calls
+$20.1M
Net Calls Change
+$310M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$468M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$295M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$198M
4
Parnassus Investments
Parnassus Investments
California
+$177M
5
VAM
Vontobel Asset Management
New York
+$171M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$331M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$261M
3
OCBV
Ownership Capital B.V.
Netherlands
-$194M
4
Goldman Sachs
Goldman Sachs
New York
-$173M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$132M
Name Holding Trade Value Shares
Change 		Change in
Stake
ETI
1001
Enterprise Trust & Investment
California
$15K – – –
IRC
1002
Investors Research Corp
Georgia
$14K – – –
ONST
1003
Old North State Trust
North Carolina
$13K – – –
CWC
1004
Carolinas Wealth Consulting
North Carolina
$13K +$591 +3 +5%
TFA
1005
Toth Financial Advisory
Virginia
$12K – – –
TCM
1006
Tradewinds Capital Management
Washington
$12K – – –
SGAM
1007
Smith Group Asset Management
Texas
$12K +$2.17K +11 +22%
WAP
1008
Wealthcare Advisory Partners
Pennsylvania
$12K +$11.6K +59 New
SWA
1009
SOA Wealth Advisors
New York
$11K -$591 -3 -5%
CCA
1010
Column Capital Advisors
Indiana
$11K – – –
CIA
1011
CSat Investment Advisory
Michigan
$11K +$394 +2 +4%
Jones Financial Companies
1012
Jones Financial Companies
Missouri
$10K -$591 -3 -6%
NC
1013
NewSquare Capital
Pennsylvania
$10K – – –
TVWM
1014
Tower View Wealth Management
Wisconsin
$10K +$9.65K +49 New
RA
1015
Resolute Advisors
California
$10K +$19.3K +98 New
H
1016
Hexavest
Quebec, Canada
$9K – – –
FI
1017
FormulaFolio Investments
Michigan
$9K +$8.27K +42 New
WT
1018
Washington Trust
Rhode Island
$8K -$46.9K -238 -85%
PGAM
1019
Princeton Global Asset Management
New Jersey
$8K – – –
SBL
1020
Sargent Bickham Lagudis
Colorado
$8K – – –
WCM
1021
Wealthcare Capital Management
Virginia
$8K +$7.29K +37 New
HWM
1022
HighMark Wealth Management
Minnesota
$8K +$7.49K +38 New
AMC
1023
Asset Management Corp
Illinois
$7.66K -$155K -788 -2%
CCMW
1024
Cypress Capital Management (Wyoming)
Wyoming
$7K – – –
FWM
1025
Focused Wealth Management
New York
$7K – – –
39 40
41
42 43

CME Hedge Fund Activity: Q1 2021 in Review

1,062 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in CME Group (CME) for Q1 2021, worth a combined $63.4B — up 13% from $56.1B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new CME positions and 75 closed out — a net gain of 39 holders — while 411 added to existing stakes and 368 trimmed.

The largest buyer was Vanguard Group, adding an estimated $468M. The largest seller was T. Rowe Price Associates, cutting an estimated $331M.

  • 1,062 institutional investors held CME Group (CME) as of Q1 2021, up from 1,031 in Q4 2020.
  • Funds reported $63.4B of CME Group stock for Q1 2021, up 13% quarter-over-quarter.
  • 114 funds opened new CME Group positions in Q1 2021 and 75 closed out, a net change of +39 holders.
  • The largest CME Group buyer in Q1 2021 was Vanguard Group, an estimated $468M added.
  • The largest CME Group seller in Q1 2021 was T. Rowe Price Associates, an estimated $331M sold.

Based on aggregated 13F filings for Q1 2021.