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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 %
DPW
1326
DiNuzzo Private Wealth
Pennsylvania
$3.79K +$3.79K +18 New
RCM
1327
Raleigh Capital Management
North Carolina
$3.79K +$3.79K +18 New
ODG
1328
O'Dell Group
Ohio
$3.62K +$3.62K +17 New
AAP
1329
Arax Advisory Partners
Colorado
$3.5K -$617 -3 -15%
PCA
1330
Providence Capital Advisors
North Carolina
$3.37K -$2.53K -12 -43%
PWMG
1331
Private Wealth Management Group
New Jersey
$3.37K +$3.37K +16 New
LIM
1332
Longfellow Investment Management
Massachusetts
$3.16K – – –
CTWM
1333
Cherry Tree Wealth Management
Minnesota
$3.16K – – –
IHWM
1334
Iron Horse Wealth Management
Iowa
$3.16K – – –
FIM
1335
FWL Investment Management
Texas
$3.16K +$3.16K +15 New
FRA
1336
Frank Rimerman Advisors
California
$2.95K +$2.95K +14 New
SFA
1337
Semmax Financial Advisors
North Carolina
$2.58K – – –
TC
1338
Tacita Capital
Ontario, Canada
$2.53K +$2.53K +12 New
CCA
1339
Criterion Capital Advisors
Tennessee
$2.11K +$2.11K +10 New
LIWM
1340
Long Island Wealth Management
New York
$2K +$2K +9 New
PIS
1341
POM Investment Strategies
North Carolina
$1.69K +$1.69K +8 New
MBFW
1342
Morton Brown Family Wealth
Pennsylvania
$1.69K +$1.69K +8 New
PA
1343
Pineridge Advisors
Missouri
$1.47K +$1.47K +7 New
MIA
1344
MeadowBrook Investment Advisors
Michigan
$1.47K +$1.47K +7 New
VWA
1345
Valued Wealth Advisors
Utah
$1.2K +$1.2K +6 New
WWM
1346
Wolff Wiese Magana
California
$1.05K – – –
RS
1347
Rakuten Securities
Japan
$1.05K +$1.05K +5 New
HGERS
1348
Householder Group Estate & Retirement Specialist
Arizona
$1K -$2.25K -18 -69%
LAM
1349
Lummis Asset Management
Texas
$632 +$632 +3 New
CAM
1350
ClariVest Asset Management
California
$422 – – –
52 53
54
55 56