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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
MWM
901
Mission Wealth Management
California
$268K -$6.24K -150 -3%
AC
902
Abbrea Capital
California
$268K +$14.6K +350 +6%
IIM
903
Ipswich Investment Management
Massachusetts
$268K
CIA
904
Capital Investment Advisors
Georgia
$268K +$243K +5,850 New
CHA
905
Carmichael Hill & Associates
Maryland
$265K
WSC
906
Wellington Shields & Co
New York
$265K +$12.5K +300 +5%
FFA
907
Farther Finance Advisors
California
$264K +$64.5K +1,550 +36%
PA
908
Procyon Advisors
Connecticut
$262K +$239K +5,750 New
C
909
Covestor
United Kingdom
$262K +$39.5K +950 +20%
LF
910
Lee Financial
Texas
$261K +$27K +650 +13%
CFP
911
Catalyst Financial Partners
Massachusetts
$261K +$6.24K +150 +3%
AWA
912
Arkadios Wealth Advisors
Georgia
$261K +$237K +5,700 New
KP
913
Keel Point
Alabama
$261K +$237K +5,700 New
APP
914
Avantax Planning Partners
Iowa
$258K +$235K +5,650 New
BBHC
915
Brown Brothers Harriman & Co
New York
$256K
VAS
916
Vestmark Advisory Solutions
Massachusetts
$256K +$233K +5,600 New
GLA
917
Good Life Advisors
Pennsylvania
$252K
FFN
918
Focus Financial Network
Minnesota
$252K +$229K +5,500 New
RIA
919
Regal Investment Advisors
Michigan
$252K +$229K +5,500 New
BBA
920
Braun-Bostich & Associates
Pennsylvania
$249K -$2.08K -50 -0.9%
IA
921
IFG Advisory
Georgia
$249K +$227K +5,450 New
CLOS
922
Compagnie Lombard Odier SCmA
Switzerland
$247K +$62.4K +1,500 +38%
FI
923
Finivi Inc
Massachusetts
$247K +$225K +5,400 New
RCM
924
RB Capital Management
Nevada
$247K +$225K +5,400 New
TA
925
TFG Advisers
Michigan
$247K +$225K +5,400 New

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.