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Chipotle Mexican Grill

570 hedge funds and large institutions have $11.1B invested in Chipotle Mexican Grill in 2016 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 136 increasing their positions, 235 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 88

4.06% more ownership

Funds ownership: 5,054.73%5,058.78% (+4.1%)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

0% less funds holding

Funds holding: 571570 (-1)

3% less call options, than puts

Call options by funds: $1.41B | Put options by funds: $1.46B

10% less capital invested

Capital invested by funds: $12.2B → $11.1B (-$1.18B)

42% less repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 235

Holders
570
Holders Change
-1
Holders Change %
-0.18%
% of All Funds
14.25%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
97
Increased
136
Reduced
235
Closed
88
Calls
$1.41B
Puts
$1.46B
Net Calls
-$46.7M
Net Calls Change
+$624M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.24B +$279M +35,398,500 +28%
PSCM
2
Pershing Square Capital Management
New York
$1.09B +$918M +116,412,500 +420%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1B +$21.1M +2,668,800 +2%
Sands Capital Management
4
Sands Capital Management
Virginia
$629M -$63.8M -8,089,000 -9%
State Street
5
State Street
Massachusetts
$450M +$9.11M +1,154,350 +2%
BIT
6
BlackRock Institutional Trust
California
$296M -$4.55M -577,050 -1%
Goldman Sachs
7
Goldman Sachs
New York
$263M -$25M -3,167,850 -8%
TCM
8
Tybourne Capital Management
Hong Kong
$261M +$76M +9,633,600 +39%
GIM
9
Generation Investment Management
United Kingdom
$214M -$1.5M -190,550 -0.7%
RCG
10
Ruane, Cunniff & Goldfarb
New York
$204M -$13.1M -1,664,750 -6%
Morgan Stanley
11
Morgan Stanley
New York
$193M +$20.8M +2,634,200 +11%
BFA
12
BlackRock Fund Advisors
California
$190M -$17M -2,151,050 -8%
BA
13
BlackRock Advisors
Delaware
$173M +$2.46M +312,150 +1%
AllianceBernstein
14
AllianceBernstein
Tennessee
$161M +$61.3M +7,772,800 +57%
Citadel Advisors
15
Citadel Advisors
Florida
$145M +$143M +18,158,300 +1,664%
BG
16
BlackRock Group
United Kingdom
$142M +$12.9M +1,639,500 +10%
SGA
17
Sustainable Growth Advisers
Connecticut
$131M -$5.33M -675,200 -4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$125M -$54.9M -6,960,400 -30%
Northern Trust
19
Northern Trust
Illinois
$120M -$19.9M -2,520,350 -14%
ClearBridge Investments
20
ClearBridge Investments
New York
$119M +$125M +15,798,500 New
TCIM
21
TIAA CREF Investment Management
New York
$118M -$44.3M -5,608,700 -26%
Deutsche Bank
22
Deutsche Bank
Germany
$117M +$1.07M +135,050 +0.9%
Norges Bank
23
Norges Bank
Norway
$106M
American Century Companies
24
American Century Companies
Missouri
$105M -$1.42M -179,700 -1%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$103M +$2.22M +281,250 +2%

CMG Hedge Fund Activity: Q4 2016 in Review

570 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Chipotle Mexican Grill (CMG) for Q4 2016, worth a combined $11.1B — down 9.6% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new CMG positions and 88 closed out — a net gain of 9 holders — while 136 added to existing stakes and 235 trimmed.

The largest buyer was Pershing Square Capital Management, adding an estimated $918M. The largest seller was UBS Group, cutting an estimated $638M.

  • 570 institutional investors held Chipotle Mexican Grill (CMG) as of Q4 2016, down from 571 in Q3 2016.
  • Funds reported $11.1B of Chipotle Mexican Grill stock for Q4 2016, down 9.6% quarter-over-quarter.
  • 97 funds opened new Chipotle Mexican Grill positions in Q4 2016 and 88 closed out, a net change of +9 holders.
  • The largest Chipotle Mexican Grill buyer in Q4 2016 was Pershing Square Capital Management, an estimated $918M added.
  • The largest Chipotle Mexican Grill seller in Q4 2016 was UBS Group, an estimated $638M sold.

Based on aggregated 13F filings for Q4 2016.