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CME Group
CME

Overview Fund Activity

1,224 hedge funds and large institutions have $63B invested in CME Group in 2023 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 470 increasing their positions, 432 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,224
Holders Change
+36
Holders Change %
+3.03%
% of All Funds
19.52%
Holding in Top 10
43
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+26.47%
% of All Funds
0.69%
New
112
Increased
470
Reduced
432
Closed
61
Calls
$390M
Puts
$401M
Net Calls
-$10.6M
Net Calls Change
-$42.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$349M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$260M
3
Morgan Stanley
Morgan Stanley
New York
+$233M
4
PAM
PineStone Asset Management
Quebec, Canada
+$185M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$159M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$262M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$245M
3
Citadel Advisors
Citadel Advisors
Florida
-$138M
4
Holocene Advisors
Holocene Advisors
New York
-$84.5M
5
Two Sigma Investments
Two Sigma Investments
New York
-$83.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
1001
Curi Wealth Management
North Carolina
$231K -$8.41K -42 -4%
RWA
1002
Ropes Wealth Advisors
Massachusetts
$231K +$231K +1,152 New
PA
1003
Prossimo Advisors
California
$230K – – –
HIMC
1004
Heritage Investors Management Corp
Maryland
$230K – – –
NS
1005
NBC Securities
Alabama
$230K +$230K +1,149 New
BTW
1006
Boston Trust Walden
Massachusetts
$230K -$521K -2,602 -69%
SWM
1007
Spire Wealth Management
Virginia
$229K +$54.5K +272 +31%
CFC
1008
Coyle Financial Counsel
Illinois
$228K – – –
AO
1009
Advisor OS
Illinois
$228K +$2.6K +13 +1%
OFS
1010
OneAscent Financial Services
Alabama
$228K -$18.4K -92 -7%
BA
1011
Bristlecone Advisors
Washington
$228K -$6.41K -32 -3%
EFG
1012
Everhart Financial Group
Ohio
$227K +$227K +1,136 New
CC
1013
Chicago Capital
Illinois
$226K – – –
GW
1014
GW & Wade
Massachusetts
$225K -$2K -10 -0.9%
PCP
1015
Proficio Capital Partners
Massachusetts
$221K +$221K +1,106 New
CWM
1016
Chesapeake Wealth Management
Virginia
$217K -$3.4K -17 -2%
WA
1017
Wambolt & Associates
Colorado
$216K -$85.1K -425 -28%
NP
1018
NorthRock Partners
Minnesota
$216K +$216K +1,077 New
BFIM
1019
Beese Fulmer Investment Management
Ohio
$213K +$213K +1,066 New
IWP
1020
Icon Wealth Partners
Texas
$213K – – –
FDCDDQ
1021
Federation des caisses Desjardins du Quebec
Quebec, Canada
$211K +$5.01K +25 +2%
SS
1022
Sunbelt Securities
Texas
$211K +$200 +1 +0.1%
SIC
1023
Sterling Investment Counsel
New York
$210K +$210K +1,050 New
WCG
1024
Weaver Consulting Group
California
$210K +$210K +1,047 New
MCM
1025
Manchester Capital Management
Vermont
$208K +$400 +2 +0.2%
39 40
41
42 43