We are live on ! Find out more
CMG icon

Chipotle Mexican Grill
CMG

1,001 hedge funds and large institutions have $43.5B invested in Chipotle Mexican Grill in 2023 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 332 increasing their positions, 357 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 87

29% more funds holding in top 10

Funds holding in top 10: 17 → 22 (+5)

22% more capital invested

Capital invested by funds: $35.8B → $43.5B (+$7.71B)

3% more funds holding

Funds holding: 976 → 1,001 (+25)

7% less repeat investments, than reductions

Existing positions increased: 332 | Existing positions reduced: 357

10% less call options, than puts

Call options by funds: $3.2B | Put options by funds: $3.54B

39.4% less ownership

Funds ownership: 4,676.29% → 4,636.89% (-39%)

Holders
1,001
Holders Change
+25
Holders Change %
+2.56%
% of All Funds
15.95%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.35%
New
132
Increased
332
Reduced
357
Closed
87
Calls
$3.2B
Puts
$3.54B
Net Calls
-$345M
Net Calls Change
-$98.5M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$356M
2
EWA
EP Wealth Advisors
California
+$298M
3
SIM
SRS Investment Management
New York
+$125M
4
Holocene Advisors
Holocene Advisors
New York
+$97.3M
5
SC
Samlyn Capital
New York
+$82.7M

Top Sellers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
-$249M
2
Macquarie Group
Macquarie Group
Australia
-$190M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$155M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$125M
5
PSCM
Pershing Square Capital Management
New York
-$119M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
976
Piershale Financial Group
Illinois
$3.42K – – –
SSB
977
Sandy Spring Bank
Maryland
$3.42K – – –
YAL
978
Your Advocates Ltd
Texas
$3.42K – – –
TWA
979
TCI Wealth Advisors
Arizona
$3.42K +$1.57K +50 +100%
CT
980
Caldwell Trust
Florida
$3.42K +$3.14K +100 New
WIM
981
WealthPlan Investment Management
Nebraska
$3.42K +$3.14K +100 New
WP
982
WealthPLAN Partners
Nebraska
$3.42K +$3.14K +100 New
VF
983
VitalStone Financial
Texas
$2K – – –
GKIM
984
GW&K Investment Management
Massachusetts
$2K +$1.57K +50 New
SIA
985
SkyView Investment Advisors
New Jersey
$2K +$1.57K +50 New
GFPC
986
Global Financial Private Client
Florida
$1.72K – – –
BHWM
987
Beaird Harris Wealth Management
Texas
$1.71K -$4.71K -150 -75%
AAP
988
Arax Advisory Partners
Colorado
$1.71K – – –
MFT
989
Moisand Fitzgerald Tamayo
Florida
$1.71K – – –
SIC
990
SJS Investment Consulting
Ohio
$1.71K – – –
TWD
991
True Wealth Design
Ohio
$1.71K +$1.57K +50 New
ETC
992
Exchange Traded Concepts
Oklahoma
$1.71K -$1.57K -50 -50%
BCMLT
993
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.71K – – –
CSWM
994
Cassady Schiller Wealth Management
Ohio
$1.71K – – –
FP
995
Financial Perspectives
Minnesota
$1.71K – – –
HGWM
996
Harvest Group Wealth Management
Massachusetts
$1.71K – – –
SOW
997
State of Wyoming
Wyoming
$1.71K – – –
CBT
998
Central Bank & Trust
Kentucky
$1.71K +$1.57K +50 New
GFWA
999
Grey Fox Wealth Advisors
Delaware
$1.71K +$1.57K +50 New
ECM
1000
Everence Capital Management
Indiana
$1.05K – – –
38 39
40
41 42

CMG Hedge Fund Activity: Q1 2023 in Review

1,001 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Chipotle Mexican Grill (CMG) for Q1 2023, worth a combined $43.5B — up 22% from $35.8B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new CMG positions and 87 closed out — a net gain of 45 holders — while 332 added to existing stakes and 357 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $356M. The largest seller was Jennison Associates, cutting an estimated $249M.

  • 1,001 institutional investors held Chipotle Mexican Grill (CMG) as of Q1 2023, up from 976 in Q4 2022.
  • Funds reported $43.5B of Chipotle Mexican Grill stock for Q1 2023, up 22% quarter-over-quarter.
  • 132 funds opened new Chipotle Mexican Grill positions in Q1 2023 and 87 closed out, a net change of +45 holders.
  • The largest Chipotle Mexican Grill buyer in Q1 2023 was JP Morgan Chase, an estimated $356M added.
  • The largest Chipotle Mexican Grill seller in Q1 2023 was Jennison Associates, an estimated $249M sold.

Based on aggregated 13F filings for Q1 2023.