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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
CAS
1076
Coppell Advisory Solutions
Texas
$38.9K +$4.16K +100 +13%
IGWM
1077
ICA Group Wealth Management
Colorado
$36.6K +$33.3K +800 New
GBT
1078
Grove Bank & Trust
Florida
$36.6K -$37.4K -900 -53%
CPG
1079
Cornerstone Planning Group
New Jersey
$36.6K -$6.24K -150 -16%
CTB
1080
Country Trust Bank
Illinois
$36.6K +$2.08K +50 +7%
CJ
1081
Caitlin John
Michigan
$36.6K +$33.3K +800 New
TCWA
1082
Turtle Creek Wealth Advisors
Texas
$36.6K +$33.3K +800 New
VCM
1083
Versant Capital Management
Arizona
$34.3K
AWM
1084
Atticus Wealth Management
Florida
$32K -$4.16K -100 -13%
WWM
1085
Wolff Wiese Magana
California
$32K +$4.16K +100 +17%
NL
1086
NVWM LLC
Pennsylvania
$32K
FFO
1087
Fortitude Family Office
Arizona
$32K +$29.1K +700 New
TFIPS
1088
Towarzystwo Funduszy Inwestycyjnych PZU SA
$32K +$29.1K +700 New
IBOK
1089
Independence Bank of Kentucky
Kentucky
$29.7K
BWP
1090
Baldwin Wealth Partners
Massachusetts
$29.7K +$6.24K +150 +30%
OIAM
1091
OFI Invest Asset Management
France
$29K +$29.1K +700 New
SWA
1092
SOA Wealth Advisors
New York
$27.4K
GAMC
1093
Garner Asset Management Corp
Texas
$26.7K +$20.8K +500 New
AP
1094
Atwood & Palmer
Missouri
$25.2K
DMKJ
1095
David M. Knott Jr
$23K
TVWM
1096
Tower View Wealth Management
Wisconsin
$23K
CH
1097
Canton Hathaway
Rhode Island
$23K +$20.8K +500 New
CWM
1098
Compass Wealth Management
Connecticut
$22.9K
LB
1099
Legacy Bridge
Iowa
$22.9K
MRCM
1100
M&R Capital Management
New Jersey
$22.9K

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.