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CME Group

1,193 hedge funds and large institutions have $58B invested in CME Group in 2023 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 470 increasing their positions, 426 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 75

11% more call options, than puts

Call options by funds: $323M | Put options by funds: $291M

10% more repeat investments, than reductions

Existing positions increased: 470 | Existing positions reduced: 426

2% more funds holding

Funds holding: 1,1711,193 (+22)

0.42% less ownership

Funds ownership: 87.43%87.01% (-0.42%)

4% less capital invested

Capital invested by funds: $60.3B → $58B (-$2.28B)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

Holders
1,193
Holders Change
+22
Holders Change %
+1.88%
% of All Funds
18.73%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.53%
New
106
Increased
470
Reduced
426
Closed
75
Calls
$323M
Puts
$291M
Net Calls
+$32.2M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
PB
1051
Pinnacle Bancorp
Nebraska
$74.3K -$4.62K -25 -6%
CCP
1052
Carmel Capital Partners
California
$71.3K
TAIM
1053
TD Ameritrade Investment Management
Nebraska
$71K -$4.99K -27 -7%
JWM
1054
Janiczek Wealth Management
Colorado
$70.4K +$9.43K +51 +16%
QC
1055
Quent Capital
New York
$69.3K
IPW
1056
Impact Partnership Wealth
Georgia
$69.3K +$69.1K +374 New
CFO
1057
CVA Family Office
Colorado
$64.3K -$12.2K -66 -16%
MTIC
1058
Missouri Trust & Investment Company
Missouri
$63.6K +$1.48K +8 +2%
MA
1059
Montag & Associates
Georgia
$63K +$16.6K +90 +36%
CB
1060
CNB Bank
Pennsylvania
$55.6K
LWA
1061
Lowe Wealth Advisors
Maryland
$55.6K +$23.1K +125 +71%
HWA
1062
Heritage Wealth Advisors
Virginia
$55.4K +$4.43K +24 +9%
IAIM
1063
Industrial Alliance Investment Management
Quebec, Canada
$53K
WIM
1064
WealthPlan Investment Management
Nebraska
$53K
TFP
1065
Tilia Fiduciary Partners
North Carolina
$51.3K +$185 +1 +0.4%
CMP
1066
Coston McIsaac & Partners
Maine
$51K
KI
1067
Kapitalo Investimentos
Brazil
$50.6K +$50.5K +273 New
JFGIW
1068
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$50.2K +$13.1K +71 +36%
USB
1069
Union Savings Bank
Connecticut
$49.7K +$46.2K +250 New
IGWM
1070
ICA Group Wealth Management
Colorado
$49.6K +$370 +2 +0.8%
BWM
1071
BerganKDV Wealth Management
Minnesota
$47.2K -$11.8K -64 -20%
AIM
1072
Anchor Investment Management
South Carolina
$46K
Jones Financial Companies
1073
Jones Financial Companies
Missouri
$43.5K
DAM
1074
Delta Asset Management
Tennessee
$42.6K
SN
1075
Sittner & Nelson
Oregon
$42.2K

CME Hedge Fund Activity: Q2 2023 in Review

1,193 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in CME Group (CME) for Q2 2023, worth a combined $58B — down 3.8% from $60.3B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new CME positions and 75 closed out — a net gain of 31 holders — while 470 added to existing stakes and 426 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $176M. The largest seller was BlackRock, cutting an estimated $521M.

  • 1,193 institutional investors held CME Group (CME) as of Q2 2023, up from 1,171 in Q1 2023.
  • Funds reported $58B of CME Group stock for Q2 2023, down 3.8% quarter-over-quarter.
  • 106 funds opened new CME Group positions in Q2 2023 and 75 closed out, a net change of +31 holders.
  • The largest CME Group buyer in Q2 2023 was Capital Research Global Investors, an estimated $176M added.
  • The largest CME Group seller in Q2 2023 was BlackRock, an estimated $521M sold.

Based on aggregated 13F filings for Q2 2023.