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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 %
LOIP
1176
Live Oak Investment Partners
Texas
$101K -$97.3K – –
PB
1177
Pinnacle Bancorp
Nebraska
$97.1K +$12.6K +60 +15%
BC
1178
Barrett & Company
Rhode Island
$95.2K – – –
MA
1179
Montag & Associates
Georgia
$92.8K +$19.4K +90 +26%
JWM
1180
Janiczek Wealth Management
Colorado
$91.4K +$8.42K +40 +10%
QC
1181
Quent Capital
New York
$87K +$3.58K +17 +4%
CFO
1182
CVA Family Office
Colorado
$86.3K +$86.3K +410 New
ITIM
1183
Indiana Trust & Investment Management
Indiana
$85.5K +$4.21K +20 +5%
EWM
1184
Evermay Wealth Management
Virginia
$84K -$32.8K -152 -28%
LCM
1185
Logan Capital Management
Pennsylvania
$78.2K -$42.8K -203 -35%
OP
1186
ORG Partners
Indiana
$76.3K +$51K +242 +202%
TFIPS
1187
Towarzystwo Funduszy Inwestycyjnych PZU SA
$71.8K +$71.8K +341 New
VWM
1188
Venturi Wealth Management
Texas
$65.7K +$51.4K +244 +359%
MTIC
1189
Missouri Trust & Investment Company
Missouri
$65.7K +$842 +4 +1%
PS
1190
Planned Solutions
California
$63.2K +$63.2K +300 New
RA
1191
Rational Advisors
New York
$62.3K -$90.8K -431 -59%
CMP
1192
Coston McIsaac & Partners
Maine
$62K +$3.36K +16 +6%
MA
1193
MCF Advisors
Kentucky
$61.4K +$12.9K +60 +27%
CAS
1194
Coppell Advisory Solutions
Texas
$59.5K +$59.5K +283 New
HWA
1195
Heritage Wealth Advisors
Virginia
$57.9K – – –
IGWM
1196
ICA Group Wealth Management
Colorado
$57K +$57K +270 New
A
1197
AJOVista
Massachusetts
$56.9K +$56.9K +270 New
OCM
1198
Orion Capital Management
California
$56.2K – – –
USB
1199
Union Savings Bank
Connecticut
$52.7K – – –
AIM
1200
Anchor Investment Management
South Carolina
$52.2K – – –
46 47
48
49 50