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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
TAF
601
Tredje AP-fonden
Sweden
$942K
XT
602
XTX Topco
Cayman Islands
$938K +$391K +9,400 +85%
VCP
603
Verus Capital Partners
Arizona
$933K +$20.8K +500 +3%
CWM
604
Circle Wealth Management
New Jersey
$933K +$33.3K +800 +4%
FHA
605
Flagship Harbor Advisors
Massachusetts
$929K +$614K +14,750 +266%
CPM
606
Connective Portfolio Management
New York
$915K -$229K -5,500 -22%
ARC
607
Advisor Resource Council
Texas
$913K +$830K +19,950 New
FTDI
608
First Trust Direct Indexing
Massachusetts
$912K +$39.5K +950 +5%
CA
609
Cetera Advisors
Colorado
$906K -$4.16K -100 -0.5%
PWM
610
Perigon Wealth Management
California
$903K -$185K -4,450 -18%
HI
611
Horizon Investments
North Carolina
$894K +$45.8K +1,100 +6%
NIM
612
NEOS Investment Management
Connecticut
$892K +$811K +19,500 New
CB
613
CNB Bank
Pennsylvania
$892K +$33.3K +800 +4%
RWS
614
Resolute Wealth Strategies
Mississippi
$880K -$31.2K -750 -4%
LWCFA
615
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$870K
S
616
SignatureFD
Georgia
$867K +$4.16K +100 +0.5%
SC
617
Syon Capital
California
$864K +$495K +11,900 +170%
FNBOH
618
First National Bank of Hutchinson
Kansas
$855K -$4.16K -100 -0.5%
BSW
619
Buckingham Strategic Wealth
Missouri
$855K +$6.24K +150 +0.8%
CCA
620
Checchi Capital Advisers
California
$848K +$12.5K +300 +2%
KWM
621
Kingsview Wealth Management
Oregon
$844K -$12.5K -300 -2%
FHB
622
First Hawaiian Bank
Hawaii
$835K -$85.3K -2,050 -10%
YIA
623
YHB Investment Advisors
Connecticut
$821K
ASN
624
Advisory Services Network
Georgia
$814K -$2.08K -50 -0.3%
PA
625
Parallel Advisors
California
$814K +$35.4K +850 +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.