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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
BTI
1001
Blue Trust Inc
Georgia
$338K +$46.1K +216 +15%
EL
1002
Essex LLC
Illinois
$336K -$70K -328 -17%
LSA
1003
Leonteq Securities AG
Switzerland
$334K +$28.4K +133 +9%
IF
1004
Insight Folios
North Carolina
$326K +$853 +4 +0.3%
SI
1005
Seeds Investor
New York
$326K +$331K +1,550 New
AFG
1006
Atomi Financial Group
New York
$325K +$329K +1,544 New
MA
1007
MKT Advisors
California
$324K +$213 +1 +0.1%
DWM
1008
Drive Wealth Management
Utah
$324K +$13.4K +63 +4%
CG
1009
Clarus Group
Texas
$323K +$327K +1,534 New
HAIM
1010
Hunter Associates Investment Management
Pennsylvania
$321K
WF
1011
WoodTrust Financial
Wisconsin
$317K
GWA
1012
Geometric Wealth Advisors
District of Columbia
$316K
FAFN
1013
First Affirmative Financial Network
Colorado
$315K +$28.6K +134 +10%
KWM
1014
Koa Wealth Management
California
$311K +$315K +1,477 New
WSTAM
1015
Wilbanks Smith & Thomas Asset Management
Virginia
$310K +$27.3K +128 +10%
VA
1016
Valmark Advisers
Ohio
$309K +$313K +1,469 New
KWAG
1017
Kiely Wealth Advisory Group
North Carolina
$309K +$320K +1,500 New
CC
1018
Chicago Capital
Illinois
$306K +$68.9K +323 +29%
PTC
1019
Philadelphia Trust Company
Pennsylvania
$306K +$310K +1,455 New
IA
1020
IFP Advisors
Florida
$304K -$78.5K -368 -20%
DT
1021
Diversified Trust
Tennessee
$303K -$375K -1,756 -55%
SIG
1022
Stonegate Investment Group
Alabama
$301K -$63.4K -297 -17%
AO
1023
Advisor OS
Illinois
$301K +$61.7K +289 +25%
FDCDDQ
1024
Federation des caisses Desjardins du Quebec
Quebec, Canada
$297K +$76.4K +358 +34%
NB
1025
NBT Bank
New York
$297K +$301K +1,410 New

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.