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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
AA
1226
Ancora Advisors
Ohio
$33.7K
HIA
1227
Harbor Investment Advisory
Maryland
$33.7K +$30.9K +145 +967%
SWM
1228
Sugarloaf Wealth Management
Georgia
$31.6K -$7.04K -33 -18%
FDCP
1229
Foster Dykema Cabot & Partners
Massachusetts
$30.7K +$30.3K +142 New
SIC
1230
Salem Investment Counselors
North Carolina
$29.5K
NFA
1231
Northwest Financial Advisors
Virginia
$28.2K +$28.6K +134 New
GIM
1232
Gold Investment Management
Alberta, Canada
$26.3K +$26.7K +125 New
FCA
1233
FinTrust Capital Advisors
South Carolina
$25.9K +$8.96K +42 +52%
PP
1234
Pacifica Partners
Canada
$25.8K
EL
1235
EMFO LLC
Florida
$25.7K
PSB
1236
Piscataqua Savings Bank
New Hampshire
$25.3K
AS
1237
Altshuler Shaham
Israel
$25.1K -$2.99K -14 -11%
BSB
1238
Bangor Savings Bank
Maine
$24.9K -$9.39K -44 -27%
OIAM
1239
OFI Invest Asset Management
France
$24.8K -$213 -1 -0.8%
DWM
1240
Dogwood Wealth Management
Kansas
$24.5K +$24.8K +116 New
MFA
1241
McClarren Financial Advisors
Pennsylvania
$24K +$213 +1 +0.9%
MSG
1242
Main Street Group
Virginia
$23.7K +$23.9K +112 New
DFA
1243
DHJJ Financial Advisors
Illinois
$23.2K
LFASL
1244
Lugano Financial Advisors SA (LFA)
Switzerland
$23.2K +$14.9K +70 +175%
VFM
1245
Viking Fund Management
North Dakota
$23.2K +$23.5K +110 New
GIS
1246
Grayhawk Investment Strategies
Alberta, Canada
$23K
CPG
1247
Custom Portfolio Group
Colorado
$21.6K +$21.3K +100 New
CWC
1248
Carolinas Wealth Consulting
North Carolina
$21.2K
AAG
1249
Armstrong Advisory Group
Massachusetts
$21.1K
BLC
1250
Brown, Lisle/Cummings
Rhode Island
$21.1K

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.