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Chipotle Mexican Grill

1,290 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: 2429 (+5)

18% more repeat investments, than reductions

Existing positions increased: 468 | Existing positions reduced: 398

8% more funds holding

Funds holding: 1,1901,290 (+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
1,290
Holders Change
+100
Holders Change %
+8.4%
% of All Funds
18.58%
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
Name Holding Trade Value Shares
Change
Change in
Stake
ARC
1326
Advisor Resource Council
Texas
-$913K -19,950 Closed
SW
1327
Solidarity Wealth
Utah
-$746K -16,300 Closed
HWM
1328
Hohimer Wealth Management
Washington
-$725K -15,850 Closed
SOS
1329
Silver Oak Securities
Tennessee
-$651K -14,250 Closed
SAG
1330
SageView Advisory Group
California
-$593K -12,250 Closed
AG
1331
Algert Global
California
-$544K -11,900 Closed
WCA
1332
Waratah Capital Advisors
Ontario, Canada
-$487K -10,650 Closed
TCM
1333
Teza Capital Management
Illinois
-$480K -10,500 Closed
YIH
1334
Y-Intercept (HK)
Hong Kong
-$462K -10,100 Closed
WA
1335
Win Advisors
Florida
-$403K -8,800 Closed
3IP
1336
3Chopt Investment Partners
Virginia
-$396K -8,650 Closed
NRD
1337
Nebula Research & Development
New York
-$391K -8,550 Closed
CWP
1338
Curated Wealth Partners
California
-$435K -8,500 Closed
LWM
1339
Laidlaw Wealth Management
New York
-$386K -8,450 Closed
SW
1340
SkyOak Wealth
Michigan
-$348K -7,600 Closed
FA
1341
FDx Advisors
Illinois
-$318K -6,950 Closed
TI
1342
Truepoint Inc
Ohio
-$316K -6,900 Closed
M1FG
1343
Mach-1 Financial Group
Arkansas
-$295K -6,450 Closed
ONGA
1344
O'Neil Global Advisors
California
-$286K -6,250 Closed
CCS
1345
Concentric Capital Strategies
Connecticut
-$281K -6,150 Closed
OP
1346
ORG Partners
Indiana
-$270K -5,900 Closed
IA
1347
IFG Advisory
Georgia
-$249K -5,450 Closed
EC
1348
Eaton-Cambridge
Arizona
-$238K -5,200 Closed
MFS
1349
Mirabella Financial Services
United Kingdom
-$238K -5,200 Closed
KOC
1350
Koss-Olinger Consulting
Florida
-$229K -5,000 Closed

CMG Hedge Fund Activity: Q1 2024 in Review

1,290 of the 6,942 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.

  • 1,290 institutional investors held Chipotle Mexican Grill (CMG) as of Q1 2024, up from 1,190 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.