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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
VNA
1051
Valley National Advisers
Pennsylvania
$173K -$24.4K -123 -12%
AIM
1052
Arcadia Investment Management
Michigan
$172K – – –
SC
1053
Solstein Capital
California
$166K – – –
MRC
1054
Millburn Ridgefield Corp
New York
$164K -$83.1K -418 -34%
MFG
1055
Mendota Financial Group
Wisconsin
$161K +$160K +804 New
HA
1056
Homestead Advisers
Virginia
$154K – – –
MHR
1057
Matthew Hamilton Rosenberg
$152K – – –
SAM
1058
Shell Asset Management
Netherlands
$151K – – –
CT
1059
Caldwell Trust
Florida
$150K -$124K -625 -45%
FFC
1060
First Financial Corp
Indiana
$149K – – –
RA
1061
Rational Advisors
New York
$146K +$145K +727 New
CYG
1062
Clean Yield Group
Vermont
$145K – – –
ZB
1063
Zions Bancorporation
Utah
$140K -$795 -4 -0.6%
IPW
1064
Impact Partnership Wealth
Georgia
$138K +$62.8K +316 +84%
WPA
1065
West Paces Advisors
Georgia
$136K – – –
BFEC
1066
Benjamin F. Edwards & Company
Missouri
$134K +$199 +1 +0.2%
TWM
1067
Tradition Wealth Management
Minnesota
$126K -$1.19K -6 -0.9%
FMII
1068
Farmers & Merchants Investments Inc
Nebraska
$122K +$795 +4 +0.7%
GC
1069
Garde Capital
Washington
$121K +$994 +5 +0.8%
DAC
1070
Dividend Assets Capital
South Carolina
$116K – – –
LCM
1071
Logan Capital Management
Pennsylvania
$115K – – –
CB
1072
CNB Bank
Pennsylvania
$114K +$53.9K +271 +90%
GEA
1073
Glen Eagle Advisors
New Jersey
$113K +$199 +1 +0.2%
CF
1074
Centaurus Financial
California
$111K +$110K +552 New
LFG
1075
Larson Financial Group
Missouri
$110K +$81.7K +411 +294%
41 42
43
44 45

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.