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CME Group

1,193 hedge funds and large institutions have $58B invested in CME Group in 2023 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 470 increasing their positions, 426 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 75

11% more call options, than puts

Call options by funds: $323M | Put options by funds: $291M

10% more repeat investments, than reductions

Existing positions increased: 470 | Existing positions reduced: 426

2% more funds holding

Funds holding: 1,1711,193 (+22)

0.42% less ownership

Funds ownership: 87.43%87.01% (-0.42%)

4% less capital invested

Capital invested by funds: $60.3B → $58B (-$2.28B)

15% less funds holding in top 10

Funds holding in top 10: 4034 (-6)

Holders
1,193
Holders Change
+22
Holders Change %
+1.88%
% of All Funds
18.73%
Holding in Top 10
34
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-15%
% of All Funds
0.53%
New
106
Increased
470
Reduced
426
Closed
75
Calls
$323M
Puts
$291M
Net Calls
+$32.2M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.17B +$4.57M +24,748 +0.1%
BlackRock
2
BlackRock
New York
$4.38B -$521M -2,820,784 -11%
JP Morgan Chase
3
JP Morgan Chase
New York
$2.96B +$164M +885,721 +6%
State Street
4
State Street
Massachusetts
$2.96B +$103M +555,878 +4%
Capital International Investors
5
Capital International Investors
California
$2.59B -$247M -1,335,504 -9%
Capital World Investors
6
Capital World Investors
California
$2.44B -$34.1M -184,304 -1%
Capital Research Global Investors
7
Capital Research Global Investors
California
$1.7B +$176M +951,953 +12%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.34B +$32.1M +173,800 +2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.34B -$92.9M -502,662 -7%
Parnassus Investments
10
Parnassus Investments
California
$1.05B +$95.5M +516,799 +10%
Fidelity International
11
Fidelity International
Bermuda
$798M +$92.9M +502,744 +13%
VAM
12
Vontobel Asset Management
New York
$794M +$8.65M +46,800 +1%
GAM
13
GuardCap Asset Management
United Kingdom
$785M +$33.6M +181,669 +4%
Fiera Capital (Canada)
14
Fiera Capital (Canada)
Quebec, Canada
$778M -$7.08M -38,294 -0.9%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$734M -$7.96M -43,070 -1%
Norges Bank
16
Norges Bank
Norway
$722M -$4.7M -25,427 -0.6%
Morgan Stanley
17
Morgan Stanley
New York
$685M +$60.4M +326,783 +10%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$674M +$10.9M +59,181 +2%
Northern Trust
19
Northern Trust
Illinois
$648M -$42.6M -230,346 -6%
Ameriprise
20
Ameriprise
Minnesota
$640M +$21.1M +113,922 +3%
Amundi
21
Amundi
France
$614M -$107M -581,192 -15%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$608M +$80.6M +436,081 +15%
Invesco
23
Invesco
Georgia
$602M -$25.1M -135,679 -4%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$520M +$19.3M +104,437 +4%
SP
25
Sarasin & Partners
United Kingdom
$498M -$362M -1,959,057 -42%

CME Hedge Fund Activity: Q2 2023 in Review

1,193 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in CME Group (CME) for Q2 2023, worth a combined $58B — down 3.8% from $60.3B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new CME positions and 75 closed out — a net gain of 31 holders — while 470 added to existing stakes and 426 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $176M. The largest seller was BlackRock, cutting an estimated $521M.

  • 1,193 institutional investors held CME Group (CME) as of Q2 2023, up from 1,171 in Q1 2023.
  • Funds reported $58B of CME Group stock for Q2 2023, down 3.8% quarter-over-quarter.
  • 106 funds opened new CME Group positions in Q2 2023 and 75 closed out, a net change of +31 holders.
  • The largest CME Group buyer in Q2 2023 was Capital Research Global Investors, an estimated $176M added.
  • The largest CME Group seller in Q2 2023 was BlackRock, an estimated $521M sold.

Based on aggregated 13F filings for Q2 2023.