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Chipotle Mexican Grill
CMG

1,291 hedge funds and large institutions have $71.9B invested in Chipotle Mexican Grill in 2024 Q1 according to their latest regulatory filings, with 202 funds opening new positions, 468 increasing their positions, 398 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 84

23% more capital invested

Capital invested by funds: $58.4B → $71.9B (+$13.5B)

21% more funds holding in top 10

Funds holding in top 10: 24 → 29 (+5)

18% more repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 398

8% more funds holding

Funds holding: 1,191 → 1,291 (+100)

35% less call options, than puts

Call options by funds: $4.79B | Put options by funds: $7.32B

138.54% less ownership

Funds ownership: 4,709.73% → 4,571.19% (-139%)

Holders
1,291
Holders Change
+100
Holders Change %
+8.4%
% of All Funds
18.59%
Holding in Top 10
29
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+20.83%
% of All Funds
0.42%
New
202
Increased
468
Reduced
398
Closed
84
Calls
$4.79B
Puts
$7.32B
Net Calls
-$2.53B
Net Calls Change
-$1.07B

Top Buyers

Rank Fund Capital Flow
1
SAM
Shell Asset Management
Netherlands
+$587M
2
Franklin Resources
Franklin Resources
California
+$397M
3
Citadel Advisors
Citadel Advisors
Florida
+$346M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$346M
5
BlackRock
BlackRock
New York
+$238M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.08B
2
Capital World Investors
Capital World Investors
California
-$643M
3
Edgewood Management
Edgewood Management
Connecticut
-$435M
4
Capital International Investors
Capital International Investors
California
-$287M
5
PSCM
Pershing Square Capital Management
New York
-$207M
Name Holding Trade Value Shares
Change 		Change in
Stake
EL
976
EMFO LLC
Florida
$299K +$256K +5,000 +3,333%
RWP
977
Revolve Wealth Partners
New Jersey
$299K – – –
ETC
978
Exchange Traded Concepts
Oklahoma
$296K -$1.03M -20,150 -80%
APP
979
Avantax Planning Partners
Iowa
$296K -$28.1K -550 -10%
MWM
980
Marion Wealth Management
Pennsylvania
$296K – – –
RIS
981
Retirement Income Solutions
Michigan
$296K – – –
VSQM
982
V-Square Quantitative Management
Illinois
$296K – – –
WDC
983
Woodward Diversified Capital
California
$296K – – –
PCA
984
Pallas Capital Advisors
Massachusetts
$296K +$261K +5,100 New
MAM
985
Morse Asset Management
Connecticut
$294K +$258K +5,050 New
BFIM
986
Beese Fulmer Investment Management
Ohio
$294K – – –
GPFA
987
Game Plan Financial Advisors
Ohio
$294K – – –
GCP
988
GSA Capital Partners
United Kingdom
$291K -$128K -2,500 -33%
AC
989
Annandale Capital
Texas
$291K – – –
DWA
990
Douglass Winthrop Advisors
New York
$291K – – –
EFP
991
EnRich Financial Partners
Wisconsin
$291K – – –
FC
992
Financial Council
Maryland
$291K – – –
FCT
993
First Community Trust
Iowa
$291K – – –
GIA
994
GHP Investment Advisors
Colorado
$291K – – –
MPI
995
Mairs & Power Inc
Minnesota
$291K – – –
PVM
996
Palogic Value Management
Texas
$291K – – –
SFS
997
Strategic Financial Services
New York
$291K – – –
CAG
998
Csenge Advisory Group
Florida
$291K +$256K +5,000 New
Bank Julius Baer & Co
999
Bank Julius Baer & Co
Switzerland
$290K – – –
ECM
1000
ExodusPoint Capital Management
New York
$288K +$253K +4,950 New
38 39
40
41 42

CMG Hedge Fund Activity: Q1 2024 in Review

1,291 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Chipotle Mexican Grill (CMG) for Q1 2024, worth a combined $71.9B — up 23% from $58.4B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new CMG positions and 84 closed out — a net gain of 118 holders — while 468 added to existing stakes and 398 trimmed.

The largest buyer was Shell Asset Management, adding an estimated $587M. The largest seller was Morgan Stanley, cutting an estimated $1.08B.

  • 1,291 institutional investors held Chipotle Mexican Grill (CMG) as of Q1 2024, up from 1,191 in Q4 2023.
  • Funds reported $71.9B of Chipotle Mexican Grill stock for Q1 2024, up 23% quarter-over-quarter.
  • 202 funds opened new Chipotle Mexican Grill positions in Q1 2024 and 84 closed out, a net change of +118 holders.
  • The largest Chipotle Mexican Grill buyer in Q1 2024 was Shell Asset Management, an estimated $587M added.
  • The largest Chipotle Mexican Grill seller in Q1 2024 was Morgan Stanley, an estimated $1.08B sold.

Based on aggregated 13F filings for Q1 2024.