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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
KI
1001
Kapitalo Investimentos
Brazil
$204K +$185K +4,450 New
MWM
1002
Moran Wealth Management
Florida
$204K +$185K +4,450 New
RI
1003
Ridgewood Investments
New Jersey
$202K +$183K +4,400 New
EFG
1004
Embree Financial Group
Illinois
$201K +$183K +4,400 New
I
1005
InceptionR
California
$201K -$739K -17,750 -80%
PIAS
1006
PCA Investment Advisory Services
Ohio
$201K +$183K +4,400 New
SP
1007
Successful Portfolios
Florida
$201K +$183K +4,400 New
GWS
1008
Glassman Wealth Services
Virginia
$197K +$4.16K +100 +2%
KA
1009
Kozak & Associates
Colorado
$190K
FFC
1010
First Financial Corp
Indiana
$181K
DIP
1011
DT Investment Partners
Pennsylvania
$179K
TSWM
1012
Tyler-Stone Wealth Management
Ohio
$172K
AA
1013
Alta Advisers
United Kingdom
$167K
RIL
1014
Rothschild Investment LLC
Illinois
$167K +$152K +3,650 New
TCOV
1015
Trust Company of Vermont
Vermont
$165K -$66.6K -1,600 -31%
MPWT
1016
MassMutual Private Wealth & Trust
Connecticut
$162K +$12.5K +300 +9%
PCWA
1017
Pacific Capital Wealth Advisors
California
$160K +$146K +3,500 New
RIM
1018
Rakuten Investment Management
Japan
$155K +$141K +3,400 New
CAL
1019
Capital Advisors Ltd
Ohio
$144K +$4.16K +100 +3%
VF
1020
VitalStone Financial
Texas
$144K +$129K +3,100 +6,200%
WOC
1021
West Oak Capital
California
$129K
WPWM
1022
Western Pacific Wealth Management
Illinois
$126K -$10.4K -250 -8%
FWM
1023
Focused Wealth Management
New York
$126K
LS
1024
Livforsakringsbolaget Skandia
Sweden
$126K +$35.4K +850 +45%
PIM
1025
Plato Investment Management
Australia
$121K +$110K +2,650 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.