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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
SP
1026
Successful Portfolios
Florida
$259K +$2.56K +50 +1%
ACG
1027
Allen Capital Group
Nebraska
$259K +$228K +4,450 New
DWA
1028
Delap Wealth Advisory
Oregon
$259K +$228K +4,450 New
RI
1029
Ridgewood Investments
New Jersey
$256K – – –
FEG
1030
Fund Evaluation Group
Ohio
$256K +$225K +4,400 New
EFG
1031
Embree Financial Group
Illinois
$256K – – –
RCA
1032
Resonant Capital Advisors
Wisconsin
$253K +$222K +4,350 New
SFS
1033
Shaker Financial Services
Virginia
$253K +$222K +4,350 New
SG
1034
StoneX Group
New York
$253K +$222K +4,350 New
ECM
1035
Evergreen Capital Management
Washington
$250K +$220K +4,300 New
WT
1036
Washington Trust
Rhode Island
$250K +$107K +2,100 +95%
FWP
1037
FAS Wealth Partners
Kansas
$247K +$217K +4,250 New
PWG
1038
Portside Wealth Group
Utah
$244K +$215K +4,200 New
GA
1039
Geller Advisors
New York
$241K -$107K -2,100 -34%
CAG
1040
Crestwood Advisors Group
Massachusetts
$241K +$212K +4,150 New
EWM
1041
Evercore Wealth Management
New York
$241K +$212K +4,150 New
GF
1042
Gries Financial
Ohio
$241K +$212K +4,150 New
NCFG
1043
New Century Financial Group
New Jersey
$241K +$212K +4,150 New
WCFA
1044
Walkner Condon Financial Advisors
Wisconsin
$241K +$212K +4,150 New
CSPIA
1045
Cary Street Partners Investment Advisory
Virginia
$241K +$212K +4,150 New
EAM
1046
Empirical Asset Management
Massachusetts
$240K +$12.5M +244,950 New
GM
1047
GeoWealth Management
Illinois
$238K +$210K +4,100 New
GD
1048
Grandfield & Dodd
New York
$238K +$210K +4,100 New
TCA
1049
Transcend Capital Advisors
New Jersey
$238K +$210K +4,100 New
WPW
1050
Waldron Private Wealth
Pennsylvania
$238K +$210K +4,100 New
40 41
42
43 44

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.