CBRE icon

CBRE Group
CBRE

Overview Fund Activity

705 hedge funds and large institutions have $22B invested in CBRE Group in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 265 increasing their positions, 247 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+5
Holders Change %
+0.71%
% of All Funds
11.28%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
79
Increased
265
Reduced
247
Closed
66
Calls
$48.1M
Puts
$111M
Net Calls
-$63.3M
Net Calls Change
-$79.5M

Top Buyers

1
LCOV
London Company of Virginia
Virginia
+$127M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$79.2M
3
LPC
Long Pond Capital
New York
+$70M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$58.1M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$39.1M

Top Sellers

1
NAM
Nissay Asset Management
Japan
-$58.5M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$47.5M
3
SCA
Southpoint Capital Advisors
New York
-$38.5M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$37.7M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DGAM
426
Desjardins Global Asset Management
Quebec, Canada
$673K -$125K -1,717 -16%
SCM
427
Stevens Capital Management
Pennsylvania
$672K +$672K +9,224 New
BPA
428
Beacon Pointe Advisors
California
$667K -$58K -797 -8%
EF
429
Empirical Finance
Pennsylvania
$660K +$27.1K +372 +4%
FI
430
Fractal Investments
Connecticut
$655K – – –
TCM
431
Twin Capital Management
Pennsylvania
$637K -$44.3K -608 -6%
N
432
Natixis
France
$629K +$629K +8,634 New
Carson Wealth (CWM LLC)
433
Carson Wealth (CWM LLC)
Nebraska
$618K +$243K +3,335 +65%
AWM
434
Avior Wealth Management
Nebraska
$612K – – –
SAI
435
Systematic Alpha Investments
New Jersey
$606K – – –
BHPW
436
Beverly Hills Private Wealth
California
$597K +$101K +1,385 +20%
EHWM
437
Eads & Heald Wealth Management
Georgia
$589K +$141K +1,930 +31%
William Blair & Company
438
William Blair & Company
Illinois
$588K -$997K -13,689 -63%
BF
439
BOK Financial
Oklahoma
$574K -$623K -8,557 -52%
SCA
440
Snowden Capital Advisors
New York
$571K +$179K +2,461 +46%
IFS
441
Ifrah Financial Services
Arkansas
$570K -$14.3K -196 -2%
PA
442
Parallel Advisors
California
$569K -$108K -1,482 -16%
PAG
443
Private Advisor Group
New Jersey
$568K +$1.82K +25 +0.3%
BTI
444
Blue Trust Inc
Georgia
$549K +$129K +1,670 +31%
AUB
445
Atlantic Union Bankshares
Virginia
$548K +$548K +7,528 New
BTWM
446
Baker Tilly Wealth Management
Wisconsin
$534K -$331K -4,547 -38%
ONB
447
Old National Bancorp
Indiana
$532K +$6.12K +84 +1%
MBTD
448
Mechanics Bank - Trust Department
California
$531K -$12.9K -177 -2%
Wealthfront Advisers
449
Wealthfront Advisers
California
$529K -$464K -6,368 -47%
LOAMS
450
Lombard Odier Asset Management (Switzerland)
Switzerland
$524K +$50.1K +688 +11%
16 17
18
19 20