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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
ST
1051
Smithfield Trust
Pennsylvania
$73K
SAM
1052
Smartleaf Asset Management
Massachusetts
$72.9K +$66.6K +1,600 New
FFA
1053
First Foundation Advisors
California
$70.9K -$175K -4,200 -73%
HWA
1054
HHM Wealth Advisors
Tennessee
$70.9K
SIS
1055
Strategic Investment Solutions
Illinois
$66.3K +$60.3K +1,450 New
NRG
1056
Nemes Rush Group
Michigan
$64K
AGWCA
1057
Annis Gardner Whiting Capital Advisors
Florida
$61.7K +$12.5K +300 +29%
GWSA
1058
Global Wealth Strategies & Associates
Colorado
$59.5K
HWA
1059
Heritage Wealth Advisors
Virginia
$57.2K
MAWCM
1060
Mine & Arao Wealth Creation & Management
California
$57.2K
PA
1061
PSI Advisors
Florida
$57.2K
CP
1062
Castleview Partners
Texas
$50.3K
TWM
1063
Tradition Wealth Management
Minnesota
$49K
JPWM
1064
Jamison Private Wealth Management
Georgia
$48K
DWMG
1065
DB Wealth Management Group
California
$48K
HBW
1066
Hazlett, Burt & Watson
West Virginia
$48K -$2.08K -50 -5%
CSB
1067
City State Bank
Iowa
$48K
HFS
1068
Hantz Financial Services
Michigan
$44K
JWM
1069
Janiczek Wealth Management
Colorado
$43.5K -$2.08K -50 -5%
KFP
1070
Keener Financial Planning
Texas
$43K +$39.5K +950 New
SIC
1071
Salem Investment Counselors
North Carolina
$41.2K
FMII
1072
Farmers & Merchants Investments Inc
Nebraska
$41.2K
BEI
1073
Benjamin Edwards Inc
Missouri
$39K +$2.08K +50 +6%
AFS
1074
Annapolis Financial Services
Maryland
$38.9K
BIA
1075
Bell Investment Advisors
California
$38.9K

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.