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Chipotle Mexican Grill
CMG

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: 11 → 24 (+13)

27% more capital invested

Capital invested by funds: $45.9B → $58.4B (+$12.5B)

14% more funds holding

Funds holding: 1,046 → 1,190 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.07B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$363M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$245M
4
JP Morgan Chase
JP Morgan Chase
New York
+$235M
5
Goldman Sachs
Goldman Sachs
New York
+$221M

Top Sellers

Rank Fund Capital Flow
1
PSCM
Pershing Square Capital Management
New York
-$268M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$241M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$229M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$203M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$177M
Name Holding Trade Value Shares
Change 		Change in
Stake
QC
976
QCM Cayman
Texas
$226K +$206K +4,950 New
CC
977
Cadinha & Co
Hawaii
$220K +$200K +4,800 New
SMC
978
Smith, Moore & Co
Missouri
$220K +$200K +4,800 New
PCMC
979
Private Capital Management (Colorado)
Colorado
$217K -$37.4K -900 -16%
ANBT
980
American National Bank & Trust
Texas
$217K -$10.4K -250 -5%
ACA
981
Aspire Capital Advisors
Washington
$217K +$198K +4,750 New
CCM
982
Carlson Capital Management
Minnesota
$217K +$198K +4,750 New
PCIG
983
Partners Capital Investment Group
Massachusetts
$217K +$198K +4,750 New
FNBT
984
FineMark National Bank & Trust
Florida
$215K +$196K +4,700 New
MA
985
Modus Advisors
Minnesota
$215K +$196K +4,700 New
QWP
986
Quotient Wealth Partners
Texas
$214K +$196K +4,700 New
CA
987
Commerzbank Aktiengesellschaft
Germany
$213K +$193K +4,650 New
FC
988
Forte Capital
New York
$213K +$193K +4,650 New
KIG
989
Kennedy Investment Group
New Jersey
$213K +$193K +4,650 New
PP
990
PDS Planning
Ohio
$213K +$193K +4,650 New
WPW
991
Watershed Private Wealth
Illinois
$213K +$193K +4,650 New
ZIG
992
Zullo Investment Group
Pennsylvania
$213K +$193K +4,650 New
SVWAG
993
Sound View Wealth Advisors Group
Georgia
$210K +$191K +4,600 New
CT
994
Caldwell Trust
Florida
$208K +$45.8K +1,100 +32%
BWM
995
Birchcreek Wealth Management
Ohio
$206K +$187K +4,500 New
EBA
996
Eagle Bay Advisors
New York
$206K -$66.6K -1,600 -26%
CWM
997
Connecticut Wealth Management
Connecticut
$206K +$187K +4,500 New
LAM
998
L2 Asset Management
Massachusetts
$206K +$187K +4,500 New
SI
999
Stephens Inc
Arkansas
$206K +$187K +4,500 New
BFC
1000
Bedel Financial Consulting
Indiana
$204K +$185K +4,450 New
38 39
40
41 42

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.