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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 %
ACP
1101
Aveo Capital Partners
Colorado
$226K +$226K +1,074 New
BFIM
1102
Beese Fulmer Investment Management
Ohio
$226K +$1.47K +7 +0.7%
TCOTS
1103
Trust Company of the South
North Carolina
$223K +$223K +1,058 New
FCG
1104
Fielder Capital Group
Tennessee
$222K +$222K +1,054 New
SS
1105
Sunbelt Securities
Texas
$221K -$632 -3 -0.3%
MSFS
1106
Main Street Financial Solutions
Pennsylvania
$220K +$3.16K +15 +1%
SIC
1107
Sterling Investment Counsel
New York
$219K -$2.11K -10 -1%
V
1108
VeraBank
Texas
$219K – – –
WCG
1109
Weaver Consulting Group
California
$213K -$7.37K -35 -3%
FIM
1110
Fruth Investment Management
Texas
$212K – – –
SIG
1111
Sargent Investment Group
Maryland
$211K -$1.05K -5 -0.5%
HPM
1112
Hoxton Planning & Management
West Virginia
$211K -$3.58K -17 -2%
MFWP
1113
Mosaic Family Wealth Partners
Missouri
$211K – – –
AA
1114
Alta Advisers
United Kingdom
$211K – – –
HA
1115
Harbor Advisors
Florida
$211K – – –
CFG
1116
Citizens Financial Group
Rhode Island
$210K -$127K -605 -38%
WC
1117
Waterloo Capital
Texas
$210K +$210K +998 New
SWM
1118
Spire Wealth Management
Virginia
$209K -$21.6K -107 -9%
BIG
1119
Brooklyn Investment Group
New York
$209K +$209K +994 New
TIA
1120
Trust Investment Advisors
Indiana
$209K -$6.95K -33 -3%
MGIA
1121
Moneta Group Investment Advisors
Missouri
$208K +$208K +988 New
LFG
1122
Lockerman Financial Group
California
$208K +$208K +986 New
BWP
1123
Baldwin Wealth Partners
Massachusetts
$207K +$21.7K +103 +12%
LGF
1124
LGT Group Foundation
Liechtenstein
$206K +$206K +978 New
WPP
1125
Whalerock Point Partners
Rhode Island
$205K +$205K +972 New
43 44
45
46 47