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CME Group

1,361 hedge funds and large institutions have $67.7B invested in CME Group in 2023 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 530 increasing their positions, 433 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 217 | Existing positions closed: 66

22% more repeat investments, than reductions

Existing positions increased: 530 | Existing positions reduced: 433

11% more funds holding

Funds holding: 1,2291,361 (+132)

7% more capital invested

Capital invested by funds: $63.1B → $67.7B (+$4.68B)

7% more funds holding in top 10

Funds holding in top 10: 4346 (+3)

1.92% more ownership

Funds ownership: 87.38%89.3% (+1.9%)

36% less call options, than puts

Call options by funds: $348M | Put options by funds: $540M

Holders
1,361
Holders Change
+132
Holders Change %
+10.74%
% of All Funds
19.84%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.67%
New
217
Increased
530
Reduced
433
Closed
66
Calls
$348M
Puts
$540M
Net Calls
-$192M
Net Calls Change
-$181M
Name Holding Trade Value Shares
Change
Change in
Stake
TIA
1126
Trust Investment Advisors
Indiana
$209K -$7.04K -33 -3%
MGIA
1127
Moneta Group Investment Advisors
Missouri
$208K +$211K +988 New
LFG
1128
Lockerman Financial Group
California
$208K +$210K +986 New
BWP
1129
Baldwin Wealth Partners
Massachusetts
$207K +$22K +103 +12%
LGF
1130
LGT Group Foundation
Liechtenstein
$206K +$209K +978 New
WPP
1131
Whalerock Point Partners
Rhode Island
$205K +$207K +972 New
AA
1132
AlphaCentric Advisors
Puerto Rico
$204K +$206K +967 New
MWA
1133
Midland Wealth Advisors
Illinois
$203K +$206K +965 New
C
1134
Certuity
Florida
$202K +$205K +961 New
WA
1135
Wealth Alliance
New York
$201K +$204K +954 New
OL
1136
OneFund LLC
Florida
$200K +$203K +952 New
JCM
1137
Jacobi Capital Management
Pennsylvania
$200K +$203K +951 New
MPWT
1138
MassMutual Private Wealth & Trust
Connecticut
$197K -$3.2K -15 -2%
HPC
1139
HM Payson & Co
Maine
$194K +$3.2K +15 +2%
RIM
1140
Rakuten Investment Management
Japan
$188K +$190K +890 New
PFBT
1141
Parkside Financial Bank & Trust
Missouri
$187K -$4.05K -19 -2%
CWP
1142
Concord Wealth Partners
Virginia
$182K -$469K -2,200 -72%
VNA
1143
Valley National Advisers
Pennsylvania
$182K +$853 +4 +0.5%
AIM
1144
Arcadia Investment Management
Michigan
$181K
SC
1145
Solstein Capital
California
$174K
C
1146
Covestor
United Kingdom
$170K +$56.3K +264 +49%
DI
1147
DAGCO Inc
Ohio
$170K +$172K +807 New
DWS
1148
Dynamic Wealth Strategies
California
$170K +$172K +807 New
MFG
1149
Mendota Financial Group
Wisconsin
$169K
DMBA
1150
Deseret Mutual Benefit Administrators
Utah
$166K -$45.7K -214 -21%

CME Hedge Fund Activity: Q4 2023 in Review

1,361 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CME Group (CME) for Q4 2023, worth a combined $67.7B — up 7.4% from $63.1B a quarter earlier.

Buyers outnumbered sellers: 217 funds opened new CME positions and 66 closed out — a net gain of 151 holders — while 530 added to existing stakes and 433 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.29B. The largest seller was JP Morgan Chase, cutting an estimated $670M.

  • 1,361 institutional investors held CME Group (CME) as of Q4 2023, up from 1,229 in Q3 2023.
  • Funds reported $67.7B of CME Group stock for Q4 2023, up 7.4% quarter-over-quarter.
  • 217 funds opened new CME Group positions in Q4 2023 and 66 closed out, a net change of +151 holders.
  • The largest CME Group buyer in Q4 2023 was Morgan Stanley, an estimated $1.29B added.
  • The largest CME Group seller in Q4 2023 was JP Morgan Chase, an estimated $670M sold.

Based on aggregated 13F filings for Q4 2023.