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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
CAS
1176
Coppell Advisory Solutions
Texas
$4.22K +$4.25K +23 New
HWM
1177
HighMark Wealth Management
Minnesota
$3.89K
TWP
1178
TFO Wealth Partners
Ohio
$3.89K
PCA
1179
Providence Capital Advisors
North Carolina
$2.96K -$2.59K -14 -47%
SIC
1180
SJS Investment Consulting
Ohio
$2.96K -$370 -2 -11%
UFF
1181
USA Financial Formulas
Michigan
$2.96K
CTWM
1182
Cherry Tree Wealth Management
Minnesota
$2.78K +$2.77K +15 New
LIM
1183
Longfellow Investment Management
Massachusetts
$2.78K
ANBT
1184
American National Bank & Trust
Texas
$2.59K -$739 -4 -22%
TIM
1185
Tortoise Investment Management
New York
$2.41K
BWS
1186
Buck Wealth Strategies
Colorado
$2.29K
SSB
1187
Sandy Spring Bank
Maryland
$2.22K +$2.22K +12 New
WT
1188
Washington Trust
Rhode Island
$1.85K
AWM
1189
Avior Wealth Management
Nebraska
$1.48K -$15.7K -85 -91%
FSWA
1190
Financial Synergies Wealth Advisors
Texas
$1.11K +$1.11K +6 New
AW
1191
Avion Wealth
Texas
$1K +$1.85K +10 New
SWA
1192
SOA Wealth Advisors
New York
$949
WWM
1193
Wolff Wiese Magana
California
$927
PI
1194
PEAK6 Investments
Illinois
$533 +$554 +3 New
SIS
1195
Sound Income Strategies
Florida
$62 -$1.66K -9 Closed
JMPWA
1196
JP Morgan Private Wealth Advisors
California
-$76.5M -399,677 Closed
OIAM
1197
OFI Invest Asset Management
France
-$820K -157,046 Closed
NC
1198
Nekton Capital
United Kingdom
-$24.9M -129,765 Closed
Lord, Abbett & Co
1199
Lord, Abbett & Co
New Jersey
-$23.9M -125,000 Closed
AT
1200
AMF Tjänstepension
Sweden
-$16.8M -87,151 Closed

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.