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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
AIC
951
Argus Investors Counsel
New York
$231K +$210K +5,050 New
BFIM
952
Beese Fulmer Investment Management
Ohio
$231K +$210K +5,050 New
HH
953
Hilltop Holdings
Texas
$231K +$210K +5,050 New
LAM
954
Lifestyle Asset Management
Texas
$231K +$210K +5,050 New
SPIS
955
Steward Partners Investment Solutions
Oregon
$231K +$210K +5,050 New
AAS
956
Ameritas Advisory Services
Nebraska
$231K +$191K +4,600 New
AC
957
Annandale Capital
Texas
$229K +$208K +5,000 New
KOC
958
Koss-Olinger Consulting
Florida
$229K +$208K +5,000 New
AC
959
AXQ Capital
New Jersey
$229K -$416K -10,000 -67%
GIA
960
GHP Investment Advisors
Colorado
$229K -$4.16K -100 -2%
FCT
961
First Community Trust
Iowa
$229K
WSCM
962
Wellington Shields Capital Management
New York
$229K
ABLA
963
Alan B. Lancz & Associates
Ohio
$229K +$208K +5,000 New
DWA
964
Douglass Winthrop Advisors
New York
$229K +$208K +5,000 New
EFP
965
EnRich Financial Partners
Wisconsin
$229K +$208K +5,000 New
FAN
966
Financial Advisors Network
California
$229K +$208K +5,000 New
FC
967
Financial Council
Maryland
$229K +$208K +5,000 New
MPI
968
Mairs & Power Inc
Minnesota
$229K +$208K +5,000 New
PVM
969
Palogic Value Management
Texas
$229K +$208K +5,000 New
SFS
970
Strategic Financial Services
New York
$229K +$208K +5,000 New
Bank Julius Baer & Co
971
Bank Julius Baer & Co
Switzerland
$229K -$29.1K -700 -12%
SC
972
Scotia Capital
Ontario, Canada
$226K +$206K +4,950 New
VA
973
Valmark Advisers
Ohio
$226K -$25K -600 -11%
CRC
974
Curi RMB Capital
Illinois
$226K +$206K +4,950 New
LFA
975
Legacy Financial Advisors
Kentucky
$226K +$206K +4,950 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.