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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
BAM
1051
Belpointe Asset Management
Nevada
$237K +$207K +4,050 New
OL
1052
Optas LLC
Texas
$235K +$207K +4,050 New
AAS
1053
Ameritas Advisory Services
Nebraska
$234K -$43.5K -850 -18%
TWM
1054
Trueblood Wealth Management
Ohio
$233K -$58.8K -1,150 -22%
SDH
1055
Sloy Dahl & Holst
Washington
$233K +$205K +4,000 New
9WM
1056
9258 Wealth Management
Ohio
$230K +$202K +3,950 New
BFWA
1057
Benchmark Financial Wealth Advisors
Florida
$230K +$202K +3,950 New
MFIM
1058
Mesirow Financial Investment Management
Illinois
$230K +$202K +3,950 New
HWA
1059
HCR Wealth Advisors
California
$230K +$202K +3,950 New
FNFDCM
1060
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$227K +$199K +3,900 New
PSC
1061
Portman Square Capital
United Kingdom
$227K -$522K -10,200 -72%
USCWA
1062
U.S. Capital Wealth Advisors
Texas
$227K +$199K +3,900 New
CWS
1063
Confluence Wealth Services
Pennsylvania
$224K +$197K +3,850 New
SSWM
1064
Smith Salley Wealth Management
North Carolina
$224K +$197K +3,850 New
EL
1065
EWA LLC
Pennsylvania
$224K +$176K +3,450 New
BBA
1066
Braun-Bostich & Associates
Pennsylvania
$221K -$84.4K -1,650 -30%
AWM
1067
Aspire Wealth Management
Massachusetts
$221K +$194K +3,800 New
FCG
1068
Fielder Capital Group
Tennessee
$221K +$194K +3,800 New
TP
1069
Tranquility Partners
Tennessee
$221K +$194K +3,800 New
NL
1070
NWAM LLC
Washington
$220K +$176K +3,450 New
TSWM
1071
Tyler-Stone Wealth Management
Ohio
$218K – – –
1IA
1072
1834 Investment Advisors
Wisconsin
$218K +$192K +3,750 New
AF
1073
Apexium Financial
Texas
$218K +$192K +3,750 New
RA
1074
RFG Advisory
Alabama
$218K +$192K +3,750 New
SAM
1075
SignalPoint Asset Management
Missouri
$218K +$192K +3,750 New
41 42
43
44 45

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.