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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
FBC
1101
Fairfield, Bush & Co
Connecticut
$22.9K +$20.8K +500 New
NFA
1102
Northwest Financial Advisors
Virginia
$22.9K +$20.8K +500 New
OPTFSNA
1103
Old Point Trust & Financial Services N A
Virginia
$22.9K +$20.8K +500 New
USB
1104
Union Savings Bank
Connecticut
$22.9K +$20.8K +500 New
GKIM
1105
GW&K Investment Management
Massachusetts
$21K -$2.08K -50 -10%
PMFA
1106
Plante Moran Financial Advisors
Michigan
$20.6K -$22.9K -550 -55%
RFA
1107
Resurgent Financial Advisors
Georgia
$20.6K -$4.16K -100 -18%
CTA
1108
Colonial Trust Advisors
South Carolina
$20.6K
MCM
1109
MV Capital Management
Maryland
$20.6K
AWM
1110
Avior Wealth Management
Nebraska
$20.6K -$16.6K -400 -47%
HGERS
1111
Householder Group Estate & Retirement Specialist
Arizona
$20K
PPC
1112
Park Place Capital
Alabama
$18.3K -$104K -2,500 -86%
RCM
1113
Raleigh Capital Management
North Carolina
$18.3K -$6.24K -150 -27%
RS
1114
Rakuten Securities
Japan
$18.3K +$16.6K +400 New
CAM
1115
Chesapeake Asset Management
New York
$18.3K
OAJ
1116
Ogorek Anthony Joseph
New York
$18K
CFD
1117
Creative Financial Designs
Indiana
$16K
HCP
1118
Hexagon Capital Partners
Arkansas
$16K
JWA
1119
JFS Wealth Advisors
Pennsylvania
$16K
MA
1120
MCF Advisors
Kentucky
$13.7K
NECFA
1121
New England Capital Financial Advisors
Connecticut
$13.7K
SC
1122
Solstein Capital
California
$13.7K
SC
1123
SouthState Corp
Florida
$13.7K
VAG
1124
VisionPoint Advisory Group
Texas
$13.7K
WAS
1125
Winch Advisory Services
Wisconsin
$13.7K

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.