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CBRE Group

699 hedge funds and large institutions have $20.7B invested in CBRE Group in 2022 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 240 increasing their positions, 275 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $43.8M | Put options by funds: $17.4M

15% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 62

2.71% more ownership

Funds ownership: 93.92%96.63% (+2.7%)

0% more funds holding

Funds holding: 697699 (+2)

8% less capital invested

Capital invested by funds: $22.6B → $20.7B (-$1.91B)

13% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 275

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
699
Holders Change
+2
Holders Change %
+0.29%
% of All Funds
12.04%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
71
Increased
240
Reduced
275
Closed
62
Calls
$43.8M
Puts
$17.4M
Net Calls
+$26.3M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SBIA
401
Sheaff Brock Investment Advisors
Indiana
$770K -$39.6K -500 -4%
BBVA
402
Banco Bilbao Vizcaya Argentaria
Spain
$768K -$7.34M -92,571 -89%
IB
403
Intrust Bank
Kansas
$766K +$80.9K +1,021 +10%
National Bank of Canada
404
National Bank of Canada
Quebec, Canada
$753K -$840K -10,600 -49%
JFGIW
405
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$748K -$35.4K -446 -4%
NLGIA
406
Nippon Life Global Investors Americas
New York
$739K +$868K +10,950 New
FIM
407
Freedom Investment Management
Connecticut
$737K -$33.1K -417 -4%
API
408
Advisor Partners II
California
$737K +$865K +10,917 New
SP
409
Symmetry Partners
Connecticut
$730K
ATC
410
Argent Trust Co
Tennessee
$726K -$3.17K -40 -0.4%
BWM
411
BerganKDV Wealth Management
Minnesota
$702K +$13.8K +174 +2%
Vontobel Holding
412
Vontobel Holding
Switzerland
$700K +$79.3K +1,000 +11%
Creative Planning
413
Creative Planning
Kansas
$696K +$286K +3,603 +54%
Commonwealth Equity Services
414
Commonwealth Equity Services
Massachusetts
$693K -$35.9K -453 -4%
CIBC Private Wealth Group
415
CIBC Private Wealth Group
Georgia
$692K +$63.8K +805 +9%
Cambridge Investment Research Advisors
416
Cambridge Investment Research Advisors
Iowa
$690K +$30.7K +387 +4%
EHWM
417
Eads & Heald Wealth Management
Georgia
$690K +$810K +10,216 New
Baird Financial Group
418
Baird Financial Group
Wisconsin
$667K -$452K -5,702 -37%
BAM
419
Blueshift Asset Management
New Jersey
$662K +$777K +9,805 New
BCI
420
Brinker Capital Investments
Pennsylvania
$659K -$79 -1 -0%
V
421
Veritable
Delaware
$658K +$91K +1,148 +13%
Northwestern Mutual Wealth Management
422
Northwestern Mutual Wealth Management
Wisconsin
$656K -$32.4K -409 -4%
BTWM
423
Baker Tilly Wealth Management
Wisconsin
$653K -$48.2K -608 -6%
CA
424
Cetera Advisors
Colorado
$646K +$9.59K +121 +1%
SAM
425
Stansberry Asset Management
Texas
$643K +$52.8K +666 +8%