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CME Group

750 hedge funds and large institutions have $32.9B invested in CME Group in 2016 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 252 increasing their positions, 268 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 48

25% more funds holding in top 10

Funds holding in top 10: 3240 (+8)

15% more capital invested

Capital invested by funds: $28.7B → $32.9B (+$4.23B)

8% more funds holding

Funds holding: 692750 (+58)

0% more call options, than puts

Call options by funds: $275M | Put options by funds: $274M

6% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 268

422.53% less ownership

Funds ownership: 506.53%84.01% (-423%)

Holders
750
Holders Change
+58
Holders Change %
+8.38%
% of All Funds
18.75%
Holding in Top 10
40
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+25%
% of All Funds
1%
New
121
Increased
252
Reduced
268
Closed
48
Calls
$275M
Puts
$274M
Net Calls
+$846K
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$3.74B -$15.3M -137,430 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.47B +$68.9M +618,829 +3%
State Street
3
State Street
Massachusetts
$2.08B +$109M +977,421 +6%
Capital International Investors
4
Capital International Investors
California
$1.27B -$8.84M -79,406 -0.7%
BIT
5
BlackRock Institutional Trust
California
$1.15B -$19.7M -176,594 -2%
BFA
6
BlackRock Fund Advisors
California
$1.14B +$48.9M +439,380 +5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$834M +$41.4M +371,705 +5%
JP Morgan Chase
8
JP Morgan Chase
New York
$779M -$34.4M -309,393 -4%
Bank of America
9
Bank of America
North Carolina
$769M +$466M +4,188,290 +169%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$677M +$322M +2,893,668 +97%
Edgewood Management
11
Edgewood Management
Connecticut
$659M +$9.04M +81,244 +1%
JHIU
12
Janus Henderson Investors US
Colorado
$618M +$1.05M +9,416 +0.2%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$575M +$6.55M +58,816 +1%
WRF
14
Waddell & Reed Financial
Kansas
$575M +$42.9M +385,389 +8%
TIM
15
Thornburg Investment Management
New Mexico
$544M +$13.1M +117,800 +3%
O
16
OppenheimerFunds
New York
$534M +$78.9M +708,845 +18%
BG
17
BlackRock Group
United Kingdom
$492M -$30.1M -270,671 -6%
Ameriprise
18
Ameriprise
Minnesota
$452M -$31.9M -286,352 -7%
EIP
19
Epoch Investment Partners
New York
$443M +$72.5M +651,119 +20%
Northern Trust
20
Northern Trust
Illinois
$433M +$3.91M +35,147 +0.9%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$358M +$10.1M +91,031 +3%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$325M -$20.4M -183,375 -6%
Wells Fargo
23
Wells Fargo
California
$321M -$18M -161,866 -5%
Norges Bank
24
Norges Bank
Norway
$305M -$4.07M -36,585 -1%
Ninety One (UK)
25
Ninety One (UK)
United Kingdom
$287M -$3.39M -30,421 -1%

CME Hedge Fund Activity: Q4 2016 in Review

750 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in CME Group (CME) for Q4 2016, worth a combined $32.9B — up 15% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new CME positions and 48 closed out — a net gain of 73 holders — while 252 added to existing stakes and 268 trimmed.

The largest buyer was Bank of America, adding an estimated $466M. The largest seller was BlackRock Advisors, cutting an estimated $144M.

  • 750 institutional investors held CME Group (CME) as of Q4 2016, up from 692 in Q3 2016.
  • Funds reported $32.9B of CME Group stock for Q4 2016, up 15% quarter-over-quarter.
  • 121 funds opened new CME Group positions in Q4 2016 and 48 closed out, a net change of +73 holders.
  • The largest CME Group buyer in Q4 2016 was Bank of America, an estimated $466M added.
  • The largest CME Group seller in Q4 2016 was BlackRock Advisors, an estimated $144M sold.

Based on aggregated 13F filings for Q4 2016.