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Chipotle Mexican Grill

1,190 hedge funds and large institutions have $58.4B invested in Chipotle Mexican Grill in 2023 Q4 according to their latest regulatory filings, with 219 funds opening new positions, 400 increasing their positions, 379 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

242% more first-time investments, than exits

New positions opened: 219 | Existing positions closed: 64

180.8% more ownership

Funds ownership: 4,528.93%4,709.73% (+181%)

118% more funds holding in top 10

Funds holding in top 10: 1124 (+13)

27% more capital invested

Capital invested by funds: $45.9B → $58.4B (+$12.5B)

14% more funds holding

Funds holding: 1,0461,190 (+144)

6% more repeat investments, than reductions

Existing positions increased: 400 | Existing positions reduced: 379

23% less call options, than puts

Call options by funds: $5B | Put options by funds: $6.46B

Holders
1,190
Holders Change
+144
Holders Change %
+13.77%
% of All Funds
17.35%
Holding in Top 10
24
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+118.18%
% of All Funds
0.35%
New
219
Increased
400
Reduced
379
Closed
64
Calls
$5B
Puts
$6.46B
Net Calls
-$1.46B
Net Calls Change
-$747M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
476
Everence Capital Management
Indiana
$2.07M +$603K +14,500 +47%
OAM
477
Ostrum Asset Management
France
$2.07M +$435K +10,450 +30%
SICM
478
Sustainable Insight Capital Management
New York
$2.03M -$501K -12,050 -21%
DPAM
479
Degroof Petercam Asset Management
Belgium
$2M +$1.82M +43,750 New
GC
480
Garde Capital
Washington
$1.99M
Simplex Trading
481
Simplex Trading
Illinois
$1.99M +$1.81M +43,550 New
NMIMC
482
Northwestern Mutual Investment Management Company
Wisconsin
$1.99M -$4.16K -100 -0.2%
CA
483
Clearstead Advisors
Ohio
$1.98M -$1.42M -34,050 -44%
UCFA
484
United Capital Financial Advisors
Texas
$1.98M +$655K +15,750 +57%
NB
485
Nicolet Bankshares
Wisconsin
$1.96M +$54.1K +1,300 +3%
NWM
486
NRI Wealth Management
California
$1.94M +$1.76M +42,400 New
1SB
487
1ST Source Bank
Indiana
$1.86M
BFG
488
Bleakley Financial Group
New Jersey
$1.84M +$83.2K +2,000 +5%
GW
489
GW & Wade
Massachusetts
$1.84M +$12.5K +300 +0.8%
SS
490
Simplicity Solutions
Minnesota
$1.84M +$79.1K +1,900 +5%
MCA
491
Martin Capital Advisors
Texas
$1.82M +$6.24K +150 +0.4%
Credit Agricole
492
Credit Agricole
France
$1.8M +$999K +24,000 +156%
PHIC
493
Pine Haven Investment Counsel
Massachusetts
$1.8M -$35.4K -850 -2%
SAI
494
Systematic Alpha Investments
New Jersey
$1.79M
BTW
495
Boston Trust Walden
Massachusetts
$1.78M
OC
496
Oppenheimer & Co
New York
$1.75M -$133K -3,200 -8%
SFG
497
Synergy Financial Group
California
$1.74M -$110K -2,650 -6%
GLR
498
Great Lakes Retirement
Ohio
$1.74M +$39.5K +950 +3%
MFAM
499
Motley Fool Asset Management
Virginia
$1.73M +$123K +2,950 +8%
EWA
500
EP Wealth Advisors
California
$1.73M -$85.3K -2,050 -5%

CMG Hedge Fund Activity: Q4 2023 in Review

1,190 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Chipotle Mexican Grill (CMG) for Q4 2023, worth a combined $58.4B — up 27% from $45.9B a quarter earlier.

Buyers outnumbered sellers: 219 funds opened new CMG positions and 64 closed out — a net gain of 155 holders — while 400 added to existing stakes and 379 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.07B. The largest seller was Pershing Square Capital Management, cutting an estimated $268M.

  • 1,190 institutional investors held Chipotle Mexican Grill (CMG) as of Q4 2023, up from 1,046 in Q3 2023.
  • Funds reported $58.4B of Chipotle Mexican Grill stock for Q4 2023, up 27% quarter-over-quarter.
  • 219 funds opened new Chipotle Mexican Grill positions in Q4 2023 and 64 closed out, a net change of +155 holders.
  • The largest Chipotle Mexican Grill buyer in Q4 2023 was Morgan Stanley, an estimated $1.07B added.
  • The largest Chipotle Mexican Grill seller in Q4 2023 was Pershing Square Capital Management, an estimated $268M sold.

Based on aggregated 13F filings for Q4 2023.