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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
19.84%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
0.67%
New
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 %
PA
1276
PSI Advisors
Florida
$10.5K – – –
B
1277
Birchbrook
Maine
$10.3K +$10.3K +49 New
CTC
1278
Cetera Trust Company
Minnesota
$10.3K +$10.3K +49 New
POIA
1279
Pin Oak Investment Advisors
Texas
$10K – – –
FMP
1280
Financial Management Professionals
Texas
$10K +$4.58K +22 +85%
BCMLT
1281
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.81K – – –
LF
1282
Lee Financial
Texas
$9.69K – – –
CBT
1283
CoreFirst Bank & Trust
Kansas
$9.69K – – –
RTL
1284
Red Tortoise LLC
Georgia
$9.27K – – –
TVAMP
1285
Tennessee Valley Asset Management Partners
Tennessee
$9.01K +$9.01K +43 New
PGAM
1286
Princeton Global Asset Management
New Jersey
$8.98K +$209 +1 +2%
BWM
1287
BKM Wealth Management
Wisconsin
$8.63K +$8.63K +41 New
SVCP
1288
Silicon Valley Capital Partners
California
$8.57K +$209 +1 +3%
SIS
1289
Sound Income Strategies
Florida
$8.42K +$8.42K +40 New
SWA
1290
SOA Wealth Advisors
New York
$8.04K +$6.98K +33 +660%
FGAM
1291
Financial Gravity Asset Management
Texas
$7.87K +$3.5K +16 +80%
DF
1292
Dunhill Financial
United Kingdom
$7.84K +$7.84K +37 New
APW
1293
Acima Private Wealth
Virginia
$7.79K – – –
JFG
1294
JDM Financial Group
Texas
$7.37K – – –
TCM
1295
Tradewinds Capital Management
Washington
$7.37K – – –
AP
1296
Atwood & Palmer
Missouri
$7.37K – – –
FWM
1297
Focused Wealth Management
New York
$7.37K – – –
MIM
1298
Macroview Investment Management
Maryland
$7.37K +$4.42K +21 +150%
MSWM
1299
Mowery & Schoenfeld Wealth Management
Illinois
$7.16K +$7.16K +34 New
CAL
1300
Capital Analysts LLC
Pennsylvania
$7K – – –
50 51
52
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