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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
MBT
801
Montecito Bank & Trust
California
$366K +$77K +1,850 +30%
APWM
802
Atlas Private Wealth Management
New York
$364K
BIG
803
Brooklyn Investment Group
New York
$359K +$327K +7,850 New
FAIM
804
Financial Advocates Investment Management
Washington
$357K -$29.1K -700 -8%
FFL
805
Future Fund LLC
Illinois
$357K -$41.6K -1,000 -11%
AT
806
Arvest Trust
Oklahoma
$357K -$8.32K -200 -3%
P
807
Pitcairn
Pennsylvania
$354K +$6.24K +150 +2%
IFG
808
Independent Financial Group
California
$354K +$8.32K +200 +3%
BCM
809
Brookstone Capital Management
Illinois
$350K -$62.4K -1,500 -16%
ICG
810
InterOcean Capital Group
Tennessee
$348K -$22.9K -550 -7%
SW
811
SkyOak Wealth
Michigan
$348K -$8.32K -200 -3%
CWM
812
Centurion Wealth Management
Virginia
$348K +$8.32K +200 +3%
SQA
813
Simon Quick Advisors
New Jersey
$348K +$20.8K +500 +7%
EFG
814
Everhart Financial Group
Ohio
$348K +$33.3K +800 +12%
ACM
815
AUA Capital Management
Pennsylvania
$345K
JWM
816
Jeppson Wealth Management
California
$345K
IF
817
IRON Financial
Illinois
$343K
GL
818
Graypoint LLC
New York
$343K +$58.3K +1,400 +23%
TCOTS
819
Trust Company of the South
North Carolina
$343K +$312K +7,500 New
GCP
820
GSA Capital Partners
United Kingdom
$343K +$312K +7,500 New
TCOT
821
Trust Company of Toledo
Ohio
$341K +$54.1K +1,300 +21%
GIA
822
Guyasuta Investment Advisors
Pennsylvania
$338K
WB
823
West Bancorporation
Iowa
$338K -$56.2K -1,350 -15%
BWAM
824
Boyd Watterson Asset Management
Ohio
$338K
MFG
825
Merit Financial Group
Georgia
$338K +$25K +600 +9%

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.