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CME Group
CME

1,230 hedge funds and large institutions have $63.1B invested in CME Group in 2023 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 473 increasing their positions, 434 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 61

26% more funds holding in top 10

Funds holding in top 10: 34 → 43 (+9)

9% more capital invested

Capital invested by funds: $58B → $63.1B (+$5.04B)

3% more funds holding

Funds holding: 1,193 → 1,230 (+37)

9% more repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 434

0.38% more ownership

Funds ownership: 87.01% → 87.38% (+0.38%)

3% less call options, than puts

Call options by funds: $390M | Put options by funds: $401M

Holders
1,230
Holders Change
+37
Holders Change %
+3.1%
% 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
0.68%
New
113
Increased
473
Reduced
434
Closed
61
Calls
$390M
Puts
$401M
Net Calls
-$10.6M
Net Calls Change
-$42.8M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$346M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$258M
3
Morgan Stanley
Morgan Stanley
New York
+$231M
4
PAM
PineStone Asset Management
Quebec, Canada
+$184M
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$158M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$260M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$243M
3
Citadel Advisors
Citadel Advisors
Florida
-$137M
4
Holocene Advisors
Holocene Advisors
New York
-$84.5M
5
Two Sigma Investments
Two Sigma Investments
New York
-$83.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
1026
Sunbelt Securities
Texas
$211K +$199 +1 +0.1%
SIC
1027
Sterling Investment Counsel
New York
$210K +$209K +1,050 New
WCG
1028
Weaver Consulting Group
California
$210K +$208K +1,047 New
MCM
1029
Manchester Capital Management
Vermont
$208K +$398 +2 +0.2%
V
1030
VeraBank
Texas
$208K +$207K +1,040 New
CAL
1031
Capital Advisors Ltd
Ohio
$207K +$9.74K +49 +5%
LAM
1032
L2 Asset Management
Massachusetts
$206K +$167K +842 New
MSFS
1033
Main Street Financial Solutions
Pennsylvania
$206K +$204K +1,028 New
GWM
1034
Geneos Wealth Management
Colorado
$206K +$33.4K +168 +20%
MA
1035
Mutual Advisors
Nebraska
$206K +$204K +1,027 New
TIA
1036
Trust Investment Advisors
Indiana
$205K +$204K +1,025 New
HPM
1037
Hoxton Planning & Management
West Virginia
$204K +$203K +1,019 New
Capstone Investment Advisors
1038
Capstone Investment Advisors
New York
$202K +$200K +1,008 New
SIG
1039
Sargent Investment Group
Maryland
$202K +$200K +1,007 New
FIM
1040
Fruth Investment Management
Texas
$201K +$200K +1,007 New
MA
1041
MJP Associates
Connecticut
$201K +$199K +1,003 New
DMBA
1042
Deseret Mutual Benefit Administrators
Utah
$200K -$10.1K -51 -5%
AA
1043
Alta Advisers
United Kingdom
$200K – – –
HA
1044
Harbor Advisors
Florida
$200K +$199K +1,000 New
MFWP
1045
Mosaic Family Wealth Partners
Missouri
$200K +$199K +1,000 New
MPWT
1046
MassMutual Private Wealth & Trust
Connecticut
$190K +$2.78K +14 +1%
HPC
1047
HM Payson & Co
Maine
$182K -$19.9K -100 -10%
PFBT
1048
Parkside Financial Bank & Trust
Missouri
$181K +$41.7K +210 +30%
VC
1049
Vestor Capital
Illinois
$181K – – –
BWP
1050
Baldwin Wealth Partners
Massachusetts
$176K – – –
40 41
42
43 44

CME Hedge Fund Activity: Q3 2023 in Review

1,230 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in CME Group (CME) for Q3 2023, worth a combined $63.1B — up 8.7% from $58B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new CME positions and 61 closed out — a net gain of 52 holders — while 473 added to existing stakes and 434 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $346M. The largest seller was Capital International Investors, cutting an estimated $260M.

  • 1,230 institutional investors held CME Group (CME) as of Q3 2023, up from 1,193 in Q2 2023.
  • Funds reported $63.1B of CME Group stock for Q3 2023, up 8.7% quarter-over-quarter.
  • 113 funds opened new CME Group positions in Q3 2023 and 61 closed out, a net change of +52 holders.
  • The largest CME Group buyer in Q3 2023 was JP Morgan Chase, an estimated $346M added.
  • The largest CME Group seller in Q3 2023 was Capital International Investors, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2023.