CME icon

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 %
MA
1001
MKT Advisors
California
$324K +$199 +1 +0.1%
DWM
1002
Drive Wealth Management
Utah
$324K +$13.6K +63 +4%
CG
1003
Clarus Group
Texas
$323K +$323K +1,534 New
HAIM
1004
Hunter Associates Investment Management
Pennsylvania
$321K – – –
WF
1005
WoodTrust Financial
Wisconsin
$317K – – –
GWA
1006
Geometric Wealth Advisors
District of Columbia
$316K – – –
FAFN
1007
First Affirmative Financial Network
Colorado
$315K +$28.2K +134 +10%
KWM
1008
Koa Wealth Management
California
$311K +$311K +1,477 New
WSTAM
1009
Wilbanks Smith & Thomas Asset Management
Virginia
$310K +$27K +128 +10%
VA
1010
Valmark Advisers
Ohio
$309K +$309K +1,469 New
KWAG
1011
Kiely Wealth Advisory Group
North Carolina
$309K +$309K +1,500 New
CC
1012
Chicago Capital
Illinois
$306K +$68K +323 +29%
PTC
1013
Philadelphia Trust Company
Pennsylvania
$306K +$306K +1,455 New
IA
1014
IFP Advisors
Florida
$304K -$77.6K -368 -20%
DT
1015
Diversified Trust
Tennessee
$303K -$370K -1,756 -55%
SIG
1016
Stonegate Investment Group
Alabama
$301K -$62.5K -297 -17%
AO
1017
Advisor OS
Illinois
$301K +$60.9K +289 +25%
FDCDDQ
1018
Federation des caisses Desjardins du Quebec
Quebec, Canada
$297K +$75.4K +358 +34%
NB
1019
NBT Bank
New York
$297K +$297K +1,410 New
1WM
1020
1900 Wealth Management
Texas
$297K -$20.2K -96 -6%
Acadian Asset Management
1021
Acadian Asset Management
Massachusetts
$296K -$7.05M -33,569 -96%
HT
1022
Heritage Trust
Oklahoma
$296K +$18.1K +86 +7%
SOAMC
1023
Spirit of America Management Corp
New York
$296K – – –
AC
1024
Abbrea Capital
California
$295K – – –
Marshall Wace
1025
Marshall Wace
United Kingdom
$295K +$295K +1,400 New
39 40
41
42 43