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CBRE Group

705 hedge funds and large institutions have $24.6B invested in CBRE Group in 2023 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 230 increasing their positions, 303 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

12% more capital invested

Capital invested by funds: $22B → $24.6B (+$2.56B)

0.44% more ownership

Funds ownership: 97.74%98.18% (+0.44%)

0% less funds holding

Funds holding: 708705 (-3)

3% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 71

24% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 303

31% less call options, than puts

Call options by funds: $38.1M | Put options by funds: $55.6M

Holders
705
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
11.07%
Holding in Top 10
10
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+42.86%
% of All Funds
0.16%
New
69
Increased
230
Reduced
303
Closed
71
Calls
$38.1M
Puts
$55.6M
Net Calls
-$17.5M
Net Calls Change
+$45.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
376
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.03M +$110K +1,470 +13%
FCM
377
FJ Capital Management
Virginia
$1.02M +$253K +3,377 +37%
GITFIT
378
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.01M +$225K +3,000 +32%
BWM
379
BerganKDV Wealth Management
Minnesota
$1M +$10.3K +138 +1%
SAM
380
Stansberry Asset Management
Texas
$972K +$38K +507 +4%
PGCM
381
Prescott Group Capital Management
Oklahoma
$969K
Squarepoint
382
Squarepoint
New York
$961K -$4.24M -56,614 -83%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
383
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$912K +$846K +11,299 New
APG Asset Management
384
APG Asset Management
Netherlands
$908K -$202K -2,700 -18%
SBIA
385
Sheaff Brock Investment Advisors
Indiana
$904K
KRSITF
386
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$901K -$6.29K -84 -0.7%
EF
387
Empowered Funds
Pennsylvania
$893K -$206K -2,753 -20%
EST
388
EA Series Trust
Pennsylvania
$893K +$829K +11,066 New
KeyBank National Association
389
KeyBank National Association
Ohio
$885K +$36.8K +491 +5%
Commonwealth Equity Services
390
Commonwealth Equity Services
Massachusetts
$882K +$54.7K +731 +7%
SP
391
Symmetry Partners
Connecticut
$873K
V
392
Veritable
Delaware
$872K +$17.3K +231 +2%
VCA
393
Verdence Capital Advisors
Maryland
$870K -$3.75M -50,121 -82%
Carson Wealth (CWM LLC)
394
Carson Wealth (CWM LLC)
Nebraska
$855K +$157K +2,097 +25%
IB
395
Intrust Bank
Kansas
$855K -$20.1K -269 -2%
KA
396
Kerrisdale Advisers
Florida
$844K -$28.2K -377 -3%
CIBC Private Wealth Group
397
CIBC Private Wealth Group
Georgia
$826K -$9.73K -130 -1%
IGAM
398
iA Global Asset Management
Quebec, Canada
$823K +$763K +10,196 New
EHWM
399
Eads & Heald Wealth Management
Georgia
$821K +$156K +2,085 +26%
Northwestern Mutual Wealth Management
400
Northwestern Mutual Wealth Management
Wisconsin
$820K +$23.4K +312 +3%