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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
IBOK
1276
Independence Bank of Kentucky
Kentucky
$12.6K
UCB
1277
United Community Bank
South Carolina
$12.6K
FFA
1278
Frazier Financial Advisors
Ohio
$12.6K +$12.8K +60 New
WTG
1279
West Tower Group
Virginia
$12.2K +$12.4K +58 New
KFI
1280
Key Financial Inc
Pennsylvania
$11.8K
CBT
1281
Central Bank & Trust
Kentucky
$11.2K
PPWM
1282
PFG Private Wealth Management
Florida
$11K +$11.1K +52 New
LWA
1283
Lowe Wealth Advisors
Maryland
$10.5K -$10.7K -50 -50%
PA
1284
PSI Advisors
Florida
$10.5K
B
1285
Birchbrook
Maine
$10.3K +$10.5K +49 New
CTC
1286
Cetera Trust Company
Minnesota
$10.3K +$10.5K +49 New
POIA
1287
Pin Oak Investment Advisors
Texas
$10K
FMP
1288
Financial Management Professionals
Texas
$10K +$4.69K +22 +85%
BCMLT
1289
Beacon Capital Management LLC (Tennessee)
Tennessee
$9.81K
CBT
1290
CoreFirst Bank & Trust
Kansas
$9.69K
LF
1291
Lee Financial
Texas
$9.69K
RTL
1292
Red Tortoise LLC
Georgia
$9.27K
TVAMP
1293
Tennessee Valley Asset Management Partners
Tennessee
$9.01K +$9.18K +43 New
PGAM
1294
Princeton Global Asset Management
New Jersey
$8.98K +$213 +1 +2%
BWM
1295
BKM Wealth Management
Wisconsin
$8.63K +$8.75K +41 New
SVCP
1296
Silicon Valley Capital Partners
California
$8.56K +$213 +1 +3%
SIS
1297
Sound Income Strategies
Florida
$8.42K +$8.54K +40 New
SWA
1298
SOA Wealth Advisors
New York
$8.04K +$7.04K +33 +660%
FGAM
1299
Financial Gravity Asset Management
Texas
$7.87K +$3.41K +16 +80%
DF
1300
Dunhill Financial
United Kingdom
$7.84K +$7.89K +37 New

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.