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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
CPIG
701
Chicago Partners Investment Group
Illinois
$582K -$64.5K -1,550 -11%
BCM
702
Boltwood Capital Management
California
$581K -$127K -3,050 -19%
AFC
703
AFT Forsyth & Company
Florida
$574K -$208K -5,000 -28%
IIM
704
Intact Investment Management
Quebec, Canada
$572K
CT
705
Clearstead Trust
Maine
$572K +$516K +12,400 +12,400%
ATC
706
Argent Trust Co
Tennessee
$558K
OHIS
707
Oak Harvest Investment Services
Texas
$558K -$200K -4,800 -28%
STA
708
Summit Trail Advisors
New York
$558K -$110K -2,650 -18%
Capstone Investment Advisors
709
Capstone Investment Advisors
New York
$558K +$508K +12,200 New
LSAG
710
Lake Street Advisors Group
New Hampshire
$556K +$506K +12,150 New
YC
711
Yarbrough Capital
Tennessee
$551K
JCIA
712
Jackson Creek Investment Advisors
Colorado
$551K -$16.6K -400 -3%
BP
713
Ballentine Partners
Massachusetts
$549K +$146K +3,500 +41%
KA
714
Kintegral Advisory
New York
$549K +$499K +12,000 New
FLPIM
715
F.L. Putnam Investment Management
Massachusetts
$547K +$2.08K +50 +0.4%
AG
716
Algert Global
California
$544K +$41.6K +1,000 +9%
NFSG
717
Newbridge Financial Services Group
Florida
$537K
ET
718
Equitable Trust
Tennessee
$528K -$10.4K -250 -2%
EWM
719
Evermay Wealth Management
Virginia
$528K +$8.32K +200 +2%
UM
720
UniSuper Management
Australia
$526K +$62.4K +1,500 +15%
Loomis, Sayles & Company
721
Loomis, Sayles & Company
Massachusetts
$522K -$20.8K -500 -4%
SP
722
Stablepoint Partners
Massachusetts
$521K +$474K +11,400 New
VFA
723
Valeo Financial Advisors
Indiana
$517K +$29.1K +700 +7%
MA
724
Mutual Advisors
Nebraska
$517K +$33.3K +800 +8%
MWM
725
Meridian Wealth Management
Kentucky
$515K -$451K -10,850 -49%

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.