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Chipotle Mexican Grill
CMG

Overview Fund Activity

1,180 hedge funds and large institutions have $58.3B invested in Chipotle Mexican Grill in 2023 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 396 increasing their positions, 377 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,180
Holders Change
+141
Holders Change %
+13.57%
% of All Funds
17.3%
Holding in Top 10
24
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+118.18%
% of All Funds
0.35%
New
216
Increased
396
Reduced
377
Closed
64
Calls
$5B
Puts
$6.46B
Net Calls
-$1.46B
Net Calls Change
-$747M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.17B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$399M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$269M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$258M
5
Goldman Sachs
Goldman Sachs
New York
+$243M

Top Sellers

1
PSCM
Pershing Square Capital Management
New York
-$294M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$265M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$252M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$223M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$195M
Name Holding Trade Value Shares
Change 		Shares
Change %
ONGA
876
O'Neil Global Advisors
California
$286K +$286K +6,250 New
FP
877
Foundry Partners
Minnesota
$286K – – –
GA
878
Geller Advisors
New York
$286K +$4.57K +100 +2%
CI
879
CX Institutional
Indiana
$286K +$6.86K +150 +2%
PWMAG
880
Pinnacle Wealth Management Advisory Group
New Jersey
$284K +$284K +6,200 New
TW
881
Traveka Wealth
California
$281K +$281K +6,150 New
CCS
882
Concentric Capital Strategies
Connecticut
$281K +$281K +6,150 New
MA
883
Montag & Associates
Georgia
$279K +$103K +2,250 +58%
Financial Engines Advisors
884
Financial Engines Advisors
California
$279K – – –
AF
885
Advisornet Financial
Minnesota
$277K +$2.29K +50 +0.8%
PS
886
Principal Securities
Iowa
$277K +$277K +6,050 New
PPWP
887
Premier Path Wealth Partners
New Jersey
$277K +$277K +6,050 New
LA
888
LVW Advisors
New York
$274K +$9.15K +200 +3%
RRWA
889
Rainey & Randall Wealth Advisors
Florida
$274K – – –
MHR
890
Matthew Hamilton Rosenberg
$274K – – –
NW
891
NewEdge Wealth
Pennsylvania
$274K +$18.3K +400 +7%
TWM
892
TriaGen Wealth Management
California
$270K +$270K +5,900 New
OP
893
ORG Partners
Indiana
$270K +$75.5K +1,650 +39%
PCP
894
Proficio Capital Partners
Massachusetts
$269K +$18.2K +400 +7%
MWM
895
Mission Wealth Management
California
$268K -$6.88K -150 -3%
AC
896
Abbrea Capital
California
$268K +$16K +350 +6%
IIM
897
Ipswich Investment Management
Massachusetts
$268K – – –
CIA
898
Capital Investment Advisors
Georgia
$268K +$268K +5,850 New
CHA
899
Carmichael Hill & Associates
Maryland
$265K – – –
WSC
900
Wellington Shields & Co
New York
$265K +$13.7K +300 +5%
34 35
36
37 38