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Chipotle Mexican Grill

498 hedge funds and large institutions have $19B invested in Chipotle Mexican Grill in 2014 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 158 increasing their positions, 198 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 38

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

9% more capital invested

Capital invested by funds: $17.4B → $19B (+$1.62B)

5% more funds holding

Funds holding: 476498 (+22)

16% less call options, than puts

Call options by funds: $1.53B | Put options by funds: $1.83B

20% less repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 198

117.82% less ownership

Funds ownership: 4,716.54%4,598.71% (-118%)

Holders
498
Holders Change
+22
Holders Change %
+4.62%
% of All Funds
14.45%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.32%
New
64
Increased
158
Reduced
198
Closed
38
Calls
$1.53B
Puts
$1.83B
Net Calls
-$300M
Net Calls Change
-$228M
Name Holding Trade Value Shares
Change
Change in
Stake
ARTA
101
A.R.T. Advisors
New York
$18.3M +$17.6M +1,346,600 +4,534%
AI
102
Analytic Investors
California
$18M +$17.1M +1,305,500 +2,781%
Parallax Volatility Advisers
103
Parallax Volatility Advisers
California
$17.8M +$14M +1,066,950 +402%
Ohio Public Employees Retirement System (OPERS)
104
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.7M -$892K -68,050 -5%
CEP
105
Chicago Equity Partners
Illinois
$17.2M +$16.9M +1,287,750 New
SAM
106
Scopus Asset Management
New York
$16.7M -$53.7M -4,098,300 -77%
QI
107
Qualcomm Inc
California
$16.7M
Chevy Chase Trust
108
Chevy Chase Trust
Maryland
$16.2M +$1.18M +89,850 +8%
LOAMS
109
Lombard Odier Asset Management (Switzerland)
Switzerland
$16M +$15.6M +1,193,900 +15,018%
U
110
UBS
Switzerland
$15.9M +$4.78M +365,000 +44%
HSBC Holdings
111
HSBC Holdings
United Kingdom
$15.9M +$2.21M +168,800 +17%
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
$15.3M +$105K +8,000 +0.7%
QI
113
QS Investors
New York
$15.1M +$14.5M +1,110,000 +5,068%
BAM
114
Burnham Asset Management
New York
$15M +$16.4K +1,250 +0.1%
VRS
115
Virginia Retirement Systems
Virginia
$14.9M +$10.8M +825,350 +283%
FA
116
Friess Associates
Delaware
$14.9M -$13.9M -1,063,100 -49%
WCM
117
Windward Capital Management
California
$14.2M +$1.66M +126,900 +13%
CPIM
118
Columbia Partners Investment Management
Virginia
$14.2M -$2.51M -191,750 -15%
Lord, Abbett & Co
119
Lord, Abbett & Co
New Jersey
$13.8M -$1.39M -105,700 -9%
BCIM
120
British Columbia Investment Management
British Columbia, Canada
$13.6M +$4.05M +308,850 +43%
Retirement Systems of Alabama
121
Retirement Systems of Alabama
Alabama
$12.6M -$119K -9,100 -1%
EA
122
Euclid Advisors
Connecticut
$12.4M +$12.2M +933,000 New
MLICM
123
Metropolitan Life Insurance Company (MetLife)
New York
$12.4M -$218K -16,650 -2%
Korea Investment Corp
124
Korea Investment Corp
South Korea
$12.3M -$1.44M -110,000 -11%
USAA
125
United Services Automobile Association
Texas
$12.3M +$973K +74,250 +9%

CMG Hedge Fund Activity: Q3 2014 in Review

498 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Chipotle Mexican Grill (CMG) for Q3 2014, worth a combined $19B — up 9.3% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new CMG positions and 38 closed out — a net gain of 26 holders — while 158 added to existing stakes and 198 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $132M. The largest seller was Sands Capital Management, cutting an estimated $244M.

  • 498 institutional investors held Chipotle Mexican Grill (CMG) as of Q3 2014, up from 476 in Q2 2014.
  • Funds reported $19B of Chipotle Mexican Grill stock for Q3 2014, up 9.3% quarter-over-quarter.
  • 64 funds opened new Chipotle Mexican Grill positions in Q3 2014 and 38 closed out, a net change of +26 holders.
  • The largest Chipotle Mexican Grill buyer in Q3 2014 was Wellington Management Group, an estimated $132M added.
  • The largest Chipotle Mexican Grill seller in Q3 2014 was Sands Capital Management, an estimated $244M sold.

Based on aggregated 13F filings for Q3 2014.