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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
$2.3B
2
CWP
Capital Wealth Planning
Florida
$254M
3
Capital World Investors
Capital World Investors
California
$3.07B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$761M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.05B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$3.07B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.39B
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$2.86M
4
Amundi
Amundi
France
$451M
5
ESCM
Echo Street Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
1301
Addison Advisors
Vermont
$6.74K -$8.21K -39 -55%
TC
1302
Trium Capital
United Kingdom
$6.19K +$319 +1,517 +5%
NCM
1303
Northwest Capital Management
Oregon
$6.11K – – –
WB
1304
Webster Bank
Connecticut
$6.11K – – –
TSW
1305
Thompson Siegel & Walmsley
Virginia
$6K – – –
CFD
1306
Creative Financial Designs
Indiana
$5.94K – – –
CPG
1307
Cornerstone Planning Group
New Jersey
$5.9K -$1.26K -6 -18%
SCA
1308
Stuart Chaussee & Associates
California
$5.9K – – –
SIS
1309
Strategic Investment Solutions
Illinois
$5.69K -$369K -1,751 -98%
CJ
1310
Caitlin John
Michigan
$5.42K +$5.42K +25 New
ATC
1311
Adirondack Trust Company
New York
$5.07K – – –
TWD
1312
True Wealth Design
Ohio
$5.06K +$5.06K +24 New
CSC
1313
Caldwell Sutter Capital
California
$5.05K – – –
EWP
1314
Elevation Wealth Partners
California
$5.01K – – –
AW
1315
Avion Wealth
Texas
$5K +$455 +2 +10%
WBC
1316
West Branch Capital
Massachusetts
$4.93K – – –
TAM
1317
Tucker Asset Management
Colorado
$4.84K – – –
CIR
1318
Clear Investment Research
Georgia
$4.84K +$4.84K +23 New
GJIA
1319
Glass Jacobson Investment Advisors
Maryland
$4.42K -$1.26K -6 -22%
HWM
1320
HighMark Wealth Management
Minnesota
$4.42K – – –
TWP
1321
TFO Wealth Partners
Ohio
$4.42K – – –
PCMC
1322
Planning Capital Management Corporation
Pennsylvania
$4.21K +$4.21K +20 New
APC
1323
Aspire Private Capital
North Carolina
$4K +$4K +19 New
RFG
1324
REAP Financial Group
Texas
$3.83K +$3.83K +18 New
SIC
1325
SJS Investment Consulting
Ohio
$3.79K +$211 +1 +6%
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