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CME Group
CME

Overview Fund Activity

1,363 hedge funds and large institutions have $67.9B invested in CME Group in 2024 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 549 increasing their positions, 494 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,363
Holders Change
+10
Holders Change %
+0.74%
% of All Funds
19.76%
Holding in Top 10
36
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-21.74%
% of All Funds
0.52%
New
127
Increased
549
Reduced
494
Closed
99
Calls
$372M
Puts
$259M
Net Calls
+$113M
Net Calls Change
+$305M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$3.4B
2
BlackRock
BlackRock
New York
$5.49B
3
Invesco
Invesco
Georgia
$834M
4
Bank of America
Bank of America
North Carolina
$576M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$389M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.18B
2
Capital Research Global Investors
Capital Research Global Investors
California
$784M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$661M
4
Capital World Investors
Capital World Investors
California
$2.84B
5
Neuberger Berman Group
Neuberger Berman Group
New York
$523M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
1026
Lagoda Investment Management
New York
$334K +$43.1K +200 +15%
WA
1027
Wealth Alliance
New York
$329K +$124K +575 +60%
VA
1028
Valmark Advisers
Ohio
$329K +$12.5K +58 +4%
CIC
1029
Chilton Investment Company
Connecticut
$327K +$36.6K +170 +13%
RPWA
1030
Regent Peak Wealth Advisors
Georgia
$326K -$35.1K -163 -10%
GWA
1031
Geometric Wealth Advisors
District of Columbia
$323K – – –
SEA
1032
Stegent Equity Advisors
Texas
$321K +$321K +1,491 New
BWP
1033
BSW Wealth Partners
Colorado
$320K +$62.4K +290 +24%
SAM
1034
Shell Asset Management
Netherlands
$320K -$9.82K -50 -3%
WSTAM
1035
Wilbanks Smith & Thomas Asset Management
Virginia
$320K +$3.01K +14 +1%
KWAG
1036
Kiely Wealth Advisory Group
North Carolina
$318K – – –
TC
1037
TownSquare Capital
Utah
$316K +$316K +1,469 New
CW
1038
CreativeOne Wealth
Kansas
$315K +$315K +1,463 New
NAS
1039
Nicolet Advisory Services
Wisconsin
$314K +$40.9K +195 +15%
JIC
1040
Joel Isaacson & Co
New York
$313K +$313K +1,455 New
PTC
1041
Philadelphia Trust Company
Pennsylvania
$313K – – –
GM
1042
GeoWealth Management
Illinois
$312K +$312K +1,447 New
SIG
1043
Stonegate Investment Group
Alabama
$308K – – –
CC
1044
Chicago Capital
Illinois
$306K -$6.67K -31 -2%
NB
1045
NBT Bank
New York
$304K – – –
WAM
1046
Wakefield Asset Management
Colorado
$302K -$135K -627 -31%
SOAMC
1047
Spirit of America Management Corp
New York
$302K – – –
BOH
1048
Bank of Hawaii
Hawaii
$298K -$1.23M -5,736 -81%
EI
1049
Ellevest Inc
New York
$296K -$135K -625 -31%
EFG
1050
Everhart Financial Group
Ohio
$296K +$16.8K +78 +6%
40 41
42
43 44