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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
KA
776
Kovack Advisors
Florida
$405K +$2.08K +50 +0.6%
NB
777
NBT Bank
New York
$405K +$37.4K +900 +11%
WA
778
Win Advisors
Florida
$403K +$366K +8,800 New
NCM
779
NCM Capital Management
New Jersey
$400K
ACA
780
Atlas Capital Advisors
Wyoming
$398K
MA
781
MJP Associates
Connecticut
$398K +$18.7K +450 +5%
NP
782
NorthRock Partners
Minnesota
$398K +$362K +8,700 New
RCWM
783
Royal Capital Wealth Management
Indiana
$396K
3IP
784
3Chopt Investment Partners
Virginia
$396K +$360K +8,650 New
WANY
785
Wealthspire Advisors (New York)
New York
$393K +$99.9K +2,400 +39%
NRD
786
Nebula Research & Development
New York
$391K -$736K -17,700 -67%
CWP
787
Curated Wealth Partners
California
$389K +$354K +8,500 New
SBIA
788
Sheaff Brock Investment Advisors
Indiana
$389K +$4.16K +100 +1%
LWM
789
Laidlaw Wealth Management
New York
$386K -$210K -5,050 -37%
IC
790
Inscription Capital
Texas
$380K +$345K +8,300 New
TA
791
TFB Advisors
Kansas
$380K +$345K +8,300 New
MSAM
792
Moloney Securities Asset Management
Missouri
$377K -$104K -2,500 -23%
AA
793
ALPS Advisors
Colorado
$375K -$20.8K -500 -6%
ADIM
794
Alpha DNA Investment Management
Maryland
$375K +$68.7K +1,650 +25%
MCC
795
Money Concepts Capital
Florida
$370K -$27K -650 -7%
SCM
796
Shelton Capital Management
Colorado
$370K -$20.8K -500 -6%
PWPS
797
Pinnacle Wealth Planning Services
Ohio
$370K -$2.08K -50 -0.6%
DIA
798
Dana Investment Advisors
Wisconsin
$370K
SWRP
799
Summit Wealth & Retirement Planning
California
$370K
LMKC
800
L.M. Kohn & Company
Ohio
$366K +$2.08K +50 +0.6%

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.