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Chipotle Mexican Grill

516 hedge funds and large institutions have $21B invested in Chipotle Mexican Grill in 2015 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 191 increasing their positions, 195 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 616 (+10)

106.23% more ownership

Funds ownership: 4,598.23%4,704.45% (+106%)

22% more capital invested

Capital invested by funds: $17.2B → $21B (+$3.83B)

2% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 195

2% less funds holding

Funds holding: 528516 (-12)

17% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 66

41% less call options, than puts

Call options by funds: $1.28B | Put options by funds: $2.16B

Holders
516
Holders Change
-12
Holders Change %
-2.27%
% of All Funds
14.41%
Holding in Top 10
16
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+166.67%
% of All Funds
0.45%
New
55
Increased
191
Reduced
195
Closed
66
Calls
$1.28B
Puts
$2.16B
Net Calls
-$884M
Net Calls Change
-$370M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.81B +$77.4M +5,441,600 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.82B +$46.3M +3,258,600 +3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.61B +$462M +32,532,150 +41%
Sands Capital Management
4
Sands Capital Management
Virginia
$1.07B -$231M -16,234,550 -18%
State Street
5
State Street
Massachusetts
$863M -$7.87M -553,350 -0.9%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$824M +$159M +11,205,200 +24%
Jennison Associates
7
Jennison Associates
New York
$765M +$65.5M +4,608,900 +10%
BIT
8
BlackRock Institutional Trust
California
$574M -$2.91M -204,700 -0.5%
Artisan Partners
9
Artisan Partners
Wisconsin
$547M +$22.1M +1,553,150 +4%
JHIU
10
Janus Henderson Investors US
Colorado
$412M -$73.2M -5,152,300 -15%
WRF
11
Waddell & Reed Financial
Kansas
$409M +$404M +28,387,150 New
Winslow Capital Management
12
Winslow Capital Management
Minnesota
$392M +$34.5M +2,426,050 +10%
BFA
13
BlackRock Fund Advisors
California
$366M +$16.2M +1,139,700 +5%
Wells Fargo
14
Wells Fargo
California
$363M -$113M -7,955,750 -24%
Renaissance Technologies
15
Renaissance Technologies
New York
$345M +$118M +8,295,000 +53%
JP Morgan Chase
16
JP Morgan Chase
New York
$337M -$279M -19,659,800 -46%
Northern Trust
17
Northern Trust
Illinois
$290M -$9.18M -645,400 -3%
American Century Companies
18
American Century Companies
Missouri
$266M -$25M -1,755,750 -9%
MCM
19
Marsico Capital Management
Colorado
$251M +$193M +13,554,250 +348%
Franklin Resources
20
Franklin Resources
California
$245M -$26.3M -1,851,950 -10%
Bank of America
21
Bank of America
North Carolina
$244M +$125M +8,800,700 +108%
VOYA Investment Management
22
VOYA Investment Management
Georgia
$218M -$12.9M -910,550 -6%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$214M -$26M -1,826,600 -11%
Citadel Advisors
24
Citadel Advisors
Florida
$196M +$127M +8,945,200 +191%
Goldman Sachs
25
Goldman Sachs
New York
$194M -$7.23M -508,500 -4%

CMG Hedge Fund Activity: Q3 2015 in Review

516 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Chipotle Mexican Grill (CMG) for Q3 2015, worth a combined $21B — up 22% from $17.2B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of CMG and 55 opened new positions — a net loss of 11 holders — while 195 trimmed existing stakes and 191 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $462M. The largest seller was JP Morgan Chase, cutting an estimated $279M.

  • 516 institutional investors held Chipotle Mexican Grill (CMG) as of Q3 2015, down from 528 in Q2 2015.
  • Funds reported $21B of Chipotle Mexican Grill stock for Q3 2015, up 22% quarter-over-quarter.
  • 55 funds opened new Chipotle Mexican Grill positions in Q3 2015 and 66 closed out, a net change of -11 holders.
  • The largest Chipotle Mexican Grill buyer in Q3 2015 was T. Rowe Price Associates, an estimated $462M added.
  • The largest Chipotle Mexican Grill seller in Q3 2015 was JP Morgan Chase, an estimated $279M sold.

Based on aggregated 13F filings for Q3 2015.