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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
AI
1026
AdvisorShares Investments
Maryland
$119K -$20.8K -500 -16%
PCFFS
1027
Pacific Center for Financial Services
California
$114K
NIMI
1028
Natixis Investment Managers International
France
$107K -$31.2K -750 -24%
EMFAT
1029
Emerald Mutual Fund Advisers Trust
Pennsylvania
$103K +$12.5K +300 +15%
TFGT
1030
TS Financial Group (TSFG)
Illinois
$101K
WT
1031
Washington Trust
Rhode Island
$101K
CFO
1032
CVA Family Office
Colorado
$101K +$91.5K +2,200 New
GWSG
1033
GPS Wealth Strategies Group
Colorado
$96.1K
SL
1034
Salomon & Ludwin
Virginia
$95.3K
VNA
1035
Valley National Advisers
Pennsylvania
$94K +$25K +600 +41%
AWM
1036
Abound Wealth Management
Tennessee
$93.8K +$2.08K +50 +3%
WAG
1037
Wiser Advisor Group
Arizona
$93.8K +$85.3K +2,050 New
BC
1038
Barrett & Company
Rhode Island
$91.5K
BWL
1039
Bogart Wealth LLC
Virginia
$91.5K
HI
1040
Harbour Investments
Wisconsin
$86.9K +$22.9K +550 +41%
CWC
1041
Carolinas Wealth Consulting
North Carolina
$83.5K -$2.08K -50 -3%
LFG
1042
Larson Financial Group
Missouri
$82.3K +$16.6K +400 +29%
WTA
1043
Washington Trust Advisors
Massachusetts
$82K +$10.4K +250 +16%
LSA
1044
Leonteq Securities AG
Switzerland
$80K -$464K -11,150 -86%
AT
1045
Arlington Trust
Alabama
$80K +$72.8K +1,750 New
BAM
1046
Byrne Asset Management
New Jersey
$78.5K -$70.7K -1,700 Closed
BONH
1047
Bank of New Hampshire
New Hampshire
$77.8K
MCM
1048
Manchester Capital Management
Vermont
$77.8K +$6.24K +150 +10%
AA
1049
Addison Advisors
Vermont
$77.8K +$22.9K +550 +48%
FPB
1050
First PREMIER Bank
South Dakota
$75K

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.