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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
APW
1301
Acima Private Wealth
Virginia
$7.79K
JFG
1302
JDM Financial Group
Texas
$7.37K
AP
1303
Atwood & Palmer
Missouri
$7.37K
FWM
1304
Focused Wealth Management
New York
$7.37K
TCM
1305
Tradewinds Capital Management
Washington
$7.37K
MIM
1306
Macroview Investment Management
Maryland
$7.37K +$4.48K +21 +150%
MSWM
1307
Mowery & Schoenfeld Wealth Management
Illinois
$7.16K +$7.25K +34 New
CAL
1308
Capital Analysts LLC
Pennsylvania
$7K
AA
1309
Addison Advisors
Vermont
$6.74K -$8.32K -39 -55%
TC
1310
Trium Capital
United Kingdom
$6.19K +$324K +1,517 +5%
NCM
1311
Northwest Capital Management
Oregon
$6.11K
WB
1312
Webster Bank
Connecticut
$6.11K
TSW
1313
Thompson Siegel & Walmsley
Virginia
$6K
CFD
1314
Creative Financial Designs
Indiana
$5.93K
CPG
1315
Cornerstone Planning Group
New Jersey
$5.9K -$1.28K -6 -18%
SCA
1316
Stuart Chaussee & Associates
California
$5.9K
SIS
1317
Strategic Investment Solutions
Illinois
$5.69K -$374K -1,751 -98%
CJ
1318
Caitlin John
Michigan
$5.42K +$5.33K +25 New
ATC
1319
Adirondack Trust Company
New York
$5.07K
TWD
1320
True Wealth Design
Ohio
$5.05K +$5.12K +24 New
CSC
1321
Caldwell Sutter Capital
California
$5.05K
EWP
1322
Elevation Wealth Partners
California
$5.01K
AW
1323
Avion Wealth
Texas
$5K +$427 +2 +10%
WBC
1324
West Branch Capital
Massachusetts
$4.92K
TAM
1325
Tucker Asset Management
Colorado
$4.84K

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.