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Chipotle Mexican Grill
CMG

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: 11 → 24 (+13)

27% more capital invested

Capital invested by funds: $45.9B → $58.4B (+$12.5B)

14% more funds holding

Funds holding: 1,046 → 1,190 (+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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.07B
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$363M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$245M
4
JP Morgan Chase
JP Morgan Chase
New York
+$235M
5
Goldman Sachs
Goldman Sachs
New York
+$221M

Top Sellers

Rank Fund Capital Flow
1
PSCM
Pershing Square Capital Management
New York
-$268M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$241M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$229M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$203M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$177M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSWM
1176
Cassady Schiller Wealth Management
Ohio
$2.29K – – –
FP
1177
Financial Perspectives
Minnesota
$2.29K – – –
GFPC
1178
Global Financial Private Client
Florida
$2.29K – – –
MFT
1179
Moisand Fitzgerald Tamayo
Florida
$2.29K – – –
OCM
1180
Orion Capital Management
California
$2.29K – – –
TIM
1181
Tortoise Investment Management
New York
$2.29K – – –
TAM
1182
Tucker Asset Management
Colorado
$2.29K – – –
DPW
1183
DiNuzzo Private Wealth
Pennsylvania
$2.29K +$2.08K +50 New
JFGIW
1184
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.29K +$2.08K +50 New
Jones Financial Companies
1185
Jones Financial Companies
Missouri
$2.29K +$2.08K +50 New
PWMG
1186
Private Wealth Management Group
New Jersey
$2.29K +$2.08K +50 New
PWA
1187
Provenance Wealth Advisors
Florida
$2.29K +$2.08K +50 New
S
1188
Sachetta
Massachusetts
$2.29K +$2.08K +50 New
AW
1189
Avion Wealth
Texas
$2K – – –
LIWM
1190
Long Island Wealth Management
New York
$2K +$2.08K +50 New
BCMLT
1191
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.83K – – –
ODG
1192
O'Dell Group
Ohio
$50 – – –
EWP
1193
Elevation Wealth Partners
California
$38 – – –
DWM
1194
Dogwood Wealth Management
Kansas
$11 – – –
Holocene Advisors
1195
Holocene Advisors
New York
– -$87.9M -2,399,750 Closed
SC
1196
Samlyn Capital
New York
– -$60.8M -1,660,400 Closed
WHGC
1197
Wealth High Governance Capital
Brazil
– -$14.7M -400,000 Closed
TI
1198
Trexquant Investment
Connecticut
– -$11.7M -320,450 Closed
ECM
1199
ExodusPoint Capital Management
New York
– -$10.7M -292,250 Closed
II
1200
IFM Investors
Australia
– -$9.97M -272,200 Closed
46 47
48
49 50

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.