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CME Group
CME

Overview Fund Activity

1,353 hedge funds and large institutions have $67.7B invested in CME Group in 2023 Q4 according to their latest regulatory filings, with 214 funds opening new positions, 527 increasing their positions, 433 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,353
Holders Change
+129
Holders Change %
+10.54%
% of All Funds
19.83%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.67%
New
214
Increased
527
Reduced
433
Closed
66
Calls
$348M
Puts
$540M
Net Calls
-$192M
Net Calls Change
-$181M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.27B
2
CWP
Capital Wealth Planning
Florida
+$254M
3
Capital World Investors
Capital World Investors
California
+$247M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$221M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$197M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$661M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$508M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$212M
4
Amundi
Amundi
France
-$168M
5
ESCM
Echo Street Capital Management
New York
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
FRM
1076
Fox Run Management
Connecticut
$244K +$244K +1,158 New
CDH
1077
Charles D. Hyman
$243K +$243K +1,155 New
HIMC
1078
Heritage Investors Management Corp
Maryland
$242K – – –
CFC
1079
Coyle Financial Counsel
Illinois
$240K – – –
GAA
1080
Guardian Asset Advisors
Pennsylvania
$240K +$240K +1,139 New
LAM
1081
L2 Asset Management
Massachusetts
$240K +$62.3K +296 +35%
BA
1082
Bristlecone Advisors
Washington
$239K – – –
NS
1083
NBC Securities
Alabama
$239K -$2.1K -10 -0.9%
KPPF
1084
Klein Pavlis & Peasley Financial
California
$239K +$239K +1,134 New
SWM
1085
SeaCrest Wealth Management
New York
$238K -$3.79K -19 -2%
GW
1086
GW & Wade
Massachusetts
$237K +$630 +3 +0.3%
PCP
1087
Proficio Capital Partners
Massachusetts
$236K +$3.16K +15 +1%
CAL
1088
Capital Advisors Ltd
Ohio
$234K +$16.8K +80 +8%
WB
1089
WesBanco Bank
West Virginia
$233K -$132K -628 -36%
TC
1090
TwinBeech Capital
New York
$233K +$233K +1,106 New
PF
1091
Phoenix Financial
Israel
$232K -$780K -3,700 -77%
MFG
1092
Merit Financial Group
Georgia
$230K -$15.8K -75 -6%
CWM
1093
Chicago Wealth Management
Illinois
$229K -$46.1K -219 -17%
PP
1094
Paloma Partners
Connecticut
$229K +$229K +1,088 New
MCM
1095
Manchester Capital Management
Vermont
$229K +$9.69K +46 +4%
CWM
1096
Chesapeake Wealth Management
Virginia
$228K – – –
WA
1097
Wambolt & Associates
Colorado
$228K – – –
TCWA
1098
Turtle Creek Wealth Advisors
Texas
$227K +$227K +1,079 New
MWC
1099
MBM Wealth Consultants
Missouri
$227K +$227K +1,109 New
MA
1100
MONECO Advisors
Connecticut
$227K +$227K +1,077 New
42 43
44
45 46