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Chipotle Mexican Grill

491 hedge funds and large institutions have $6.8B invested in Chipotle Mexican Grill in 2017 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 121 increasing their positions, 189 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

0% more call options, than puts

Call options by funds: $1.31B | Put options by funds: $1.31B

9% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 104

2% less funds holding

Funds holding: 502491 (-11)

12% less capital invested

Capital invested by funds: $7.76B → $6.8B (-$960M)

36% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 189

257.69% less ownership

Funds ownership: 4,424.26%4,166.56% (-258%)

Holders
491
Holders Change
-11
Holders Change %
-2.19%
% of All Funds
11.14%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
95
Increased
121
Reduced
189
Closed
104
Calls
$1.31B
Puts
$1.31B
Net Calls
+$6.47M
Net Calls Change
+$286M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Nova Scotia
126
Bank of Nova Scotia
Ontario, Canada
$4.41M -$344K -57,750 -7%
MCM
127
Maple Capital Management
Vermont
$4.39M -$143K -24,050 -3%
LCM
128
Landscape Capital Management
New Jersey
$4.38M +$4.52M +758,300 New
SI
129
SCP Investment
California
$4.33M +$4.47M +750,000 New
Aviva
130
Aviva
United Kingdom
$4.29M -$723K -121,200 -14%
Assenagon Asset Management
131
Assenagon Asset Management
Luxembourg
$4.24M +$316K +52,900 +8%
CL
132
CIM LLC
New York
$4.23M +$1.04M +173,600 +31%
PAMU
133
Pictet Asset Management (UK)
United Kingdom
$3.97M +$275K +46,050 +7%
CA
134
Commerzbank Aktiengesellschaft
Germany
$3.96M +$606K +101,650 +17%
SCA
135
Stonebridge Capital Advisors
Minnesota
$3.81M +$239K +40,000 +6%
Franklin Resources
136
Franklin Resources
California
$3.55M -$1.81M -303,750 -33%
Retirement Systems of Alabama
137
Retirement Systems of Alabama
Alabama
$3.48M -$40K -6,700 -1%
SG Americas Securities
138
SG Americas Securities
New York
$3.45M +$890K +149,250 +33%
AQR Capital Management
139
AQR Capital Management
Connecticut
$3.43M -$603K -101,100 -15%
PAM
140
PineView Asset Management
Connecticut
$3.33M +$1.94M +325,350 +130%
LPL Financial
141
LPL Financial
California
$3.29M -$744K -124,700 -18%
Ameriprise
142
Ameriprise
Minnesota
$3.25M -$877K -147,000 -21%
Citigroup
143
Citigroup
New York
$3.21M -$5.81M -973,400 -64%
FDCDDQ
144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.14M +$174K +29,150 +6%
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.12M +$4.47K +750 +0.1%
LTFS
146
Ladenburg Thalmann Financial Services
Florida
$3.11M -$534K -89,500 -14%
Toronto Dominion Bank
147
Toronto Dominion Bank
Ontario, Canada
$3.11M +$359K +60,200 +13%
KCM
148
Kornitzer Capital Management
Kansas
$2.94M -$20M -3,348,750 -87%
SRCM
149
Swift Run Capital Management
Virginia
$2.89M +$2.98M +500,000 New
BC
150
Brinker Capital
Pennsylvania
$2.86M +$255K +42,750 +9%

CMG Hedge Fund Activity: Q4 2017 in Review

491 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Chipotle Mexican Grill (CMG) for Q4 2017, worth a combined $6.8B — down 12% from $7.76B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of CMG and 95 opened new positions — a net loss of 9 holders — while 189 trimmed existing stakes and 121 added.

The largest buyer was Independent Franchise Partners, opening a new position worth an estimated $111M. The largest seller was Sands Capital Management, cutting an estimated $468M.

  • 491 institutional investors held Chipotle Mexican Grill (CMG) as of Q4 2017, down from 502 in Q3 2017.
  • Funds reported $6.8B of Chipotle Mexican Grill stock for Q4 2017, down 12% quarter-over-quarter.
  • 95 funds opened new Chipotle Mexican Grill positions in Q4 2017 and 104 closed out, a net change of -9 holders.
  • The largest Chipotle Mexican Grill buyer in Q4 2017 was Independent Franchise Partners, an estimated $111M added.
  • The largest Chipotle Mexican Grill seller in Q4 2017 was Sands Capital Management, an estimated $468M sold.

Based on aggregated 13F filings for Q4 2017.