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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
WI
876
Wintrust Investments
Illinois
$295K -$93.6K -2,250 -26%
LJAC
877
L.J. Altfest & Co
New York
$293K
PFS
878
Prospera Financial Services
Texas
$293K +$2.08K +50 +0.8%
IPAM
879
Investment Partners Asset Management
New Jersey
$290K +$264K +6,350 New
VCM
880
Virtue Capital Management
Tennessee
$289K
GDP
881
Great Diamond Partners
Maine
$288K +$262K +6,300 New
ONGA
882
O'Neil Global Advisors
California
$286K +$260K +6,250 New
FP
883
Foundry Partners
Minnesota
$286K
GA
884
Geller Advisors
New York
$286K +$4.16K +100 +2%
CI
885
CX Institutional
Indiana
$286K +$6.24K +150 +2%
PWMAG
886
Pinnacle Wealth Management Advisory Group
New Jersey
$284K +$258K +6,200 New
CCS
887
Concentric Capital Strategies
Connecticut
$281K +$256K +6,150 New
TW
888
Traveka Wealth
California
$281K +$256K +6,150 New
MA
889
Montag & Associates
Georgia
$279K +$93.6K +2,250 +58%
Financial Engines Advisors
890
Financial Engines Advisors
California
$279K
AF
891
Advisornet Financial
Minnesota
$277K +$2.08K +50 +0.8%
PPWP
892
Premier Path Wealth Partners
New Jersey
$277K +$252K +6,050 New
PS
893
Principal Securities
Iowa
$277K +$252K +6,050 New
LA
894
LVW Advisors
New York
$274K +$8.32K +200 +3%
MHR
895
Matthew Hamilton Rosenberg
$274K
RRWA
896
Rainey & Randall Wealth Advisors
Florida
$274K
NW
897
NewEdge Wealth
Pennsylvania
$274K +$16.6K +400 +7%
TWM
898
TriaGen Wealth Management
California
$270K +$245K +5,900 New
OP
899
ORG Partners
Indiana
$270K +$68.7K +1,650 +39%
PCP
900
Proficio Capital Partners
Massachusetts
$269K +$16.6K +400 +7%

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.