We are live on ! Find out more
CME icon

CME Group

1,229 hedge funds and large institutions have $63.1B invested in CME Group in 2023 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 473 increasing their positions, 434 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 61

26% more funds holding in top 10

Funds holding in top 10: 3443 (+9)

9% more capital invested

Capital invested by funds: $58B → $63.1B (+$5.04B)

3% more funds holding

Funds holding: 1,1931,229 (+36)

9% more repeat investments, than reductions

Existing positions increased: 473 | Existing positions reduced: 434

0.38% more ownership

Funds ownership: 87.01%87.38% (+0.38%)

3% less call options, than puts

Call options by funds: $390M | Put options by funds: $401M

Holders
1,229
Holders Change
+36
Holders Change %
+3.02%
% of All Funds
19.5%
Holding in Top 10
43
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+26.47%
% of All Funds
0.68%
New
112
Increased
473
Reduced
434
Closed
61
Calls
$390M
Puts
$401M
Net Calls
-$10.6M
Net Calls Change
-$42.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1201
Plante Moran Financial Advisors
Michigan
$5.01K +$4.97K +25 New
FMP
1202
Financial Management Professionals
Texas
$5K
CSC
1203
Caldwell Sutter Capital
California
$4.8K
WBC
1204
West Branch Capital
Massachusetts
$4.66K
ATC
1205
Adirondack Trust Company
New York
$4.61K
TAM
1206
Tucker Asset Management
Colorado
$4.61K
FGAM
1207
Financial Gravity Asset Management
Texas
$4.29K -$32.8K -165 -89%
HWM
1208
HighMark Wealth Management
Minnesota
$4.21K
AAP
1209
Arax Advisory Partners
Colorado
$3.92K -$1.19K -6 -23%
TWP
1210
TFO Wealth Partners
Ohio
$3.89K
SIC
1211
SJS Investment Consulting
Ohio
$3.4K +$199 +1 +6%
UFF
1212
USA Financial Formulas
Michigan
$3.2K
CTWM
1213
Cherry Tree Wealth Management
Minnesota
$3K
HIA
1214
Harbor Investment Advisory
Maryland
$3K -$148K -745 -98%
LIM
1215
Longfellow Investment Management
Massachusetts
$3K
GA
1216
GoalVest Advisory
New York
$3K +$2.98K +15 New
IHWM
1217
Iron Horse Wealth Management
Iowa
$3K +$2.98K +15 New
SIA
1218
SkyView Investment Advisors
New Jersey
$3K -$259K -1,304 -99%
AW
1219
Avion Wealth
Texas
$3K +$1.99K +10 +100%
MIM
1220
Macroview Investment Management
Maryland
$2.8K +$2.78K +14 New
ANBT
1221
American National Bank & Trust
Texas
$2.8K
SFA
1222
Semmax Financial Advisors
North Carolina
$2.62K +$2.38K +12 New
BWS
1223
Buck Wealth Strategies
Colorado
$2.49K
ECM
1224
Everence Capital Management
Indiana
$2.24K
RFA
1225
Register Financial Advisors
Georgia
$2.01K +$1.99K +10 New

CME Hedge Fund Activity: Q3 2023 in Review

1,229 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CME Group (CME) for Q3 2023, worth a combined $63.1B — up 8.7% from $58B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new CME positions and 61 closed out — a net gain of 51 holders — while 473 added to existing stakes and 434 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $346M. The largest seller was Capital International Investors, cutting an estimated $260M.

  • 1,229 institutional investors held CME Group (CME) as of Q3 2023, up from 1,193 in Q2 2023.
  • Funds reported $63.1B of CME Group stock for Q3 2023, up 8.7% quarter-over-quarter.
  • 112 funds opened new CME Group positions in Q3 2023 and 61 closed out, a net change of +51 holders.
  • The largest CME Group buyer in Q3 2023 was JP Morgan Chase, an estimated $346M added.
  • The largest CME Group seller in Q3 2023 was Capital International Investors, an estimated $260M sold.

Based on aggregated 13F filings for Q3 2023.