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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
CIR
1326
Clear Investment Research
Georgia
$4.84K +$4.91K +23 New
GJIA
1327
Glass Jacobson Investment Advisors
Maryland
$4.42K -$1.28K -6 -22%
HWM
1328
HighMark Wealth Management
Minnesota
$4.42K
TWP
1329
TFO Wealth Partners
Ohio
$4.42K
PCMC
1330
Planning Capital Management Corporation
Pennsylvania
$4.21K +$4.27K +20 New
APC
1331
Aspire Private Capital
North Carolina
$4K +$4.05K +19 New
RFG
1332
REAP Financial Group
Texas
$3.83K +$3.84K +18 New
SIC
1333
SJS Investment Consulting
Ohio
$3.79K +$213 +1 +6%
DPW
1334
DiNuzzo Private Wealth
Pennsylvania
$3.79K +$3.84K +18 New
RCM
1335
Raleigh Capital Management
North Carolina
$3.79K +$3.84K +18 New
ODG
1336
O'Dell Group
Ohio
$3.62K +$3.63K +17 New
AAP
1337
Arax Advisory Partners
Colorado
$3.5K -$640 -3 -15%
PCA
1338
Providence Capital Advisors
North Carolina
$3.37K -$2.56K -12 -43%
PWMG
1339
Private Wealth Management Group
New Jersey
$3.37K +$3.41K +16 New
CTWM
1340
Cherry Tree Wealth Management
Minnesota
$3.16K
IHWM
1341
Iron Horse Wealth Management
Iowa
$3.16K
LIM
1342
Longfellow Investment Management
Massachusetts
$3.16K
FIM
1343
FWL Investment Management
Texas
$3.16K +$3.2K +15 New
FRA
1344
Frank Rimerman Advisors
California
$2.95K +$2.99K +14 New
SFA
1345
Semmax Financial Advisors
North Carolina
$2.58K
TC
1346
Tacita Capital
Ontario, Canada
$2.53K +$2.56K +12 New
CCA
1347
Criterion Capital Advisors
Tennessee
$2.11K +$2.13K +10 New
LIWM
1348
Long Island Wealth Management
New York
$2K +$1.92K +9 New
MBFW
1349
Morton Brown Family Wealth
Pennsylvania
$1.69K +$1.71K +8 New
PIS
1350
POM Investment Strategies
North Carolina
$1.69K +$1.71K +8 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.