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CBRE Group
CBRE

Overview Fund Activity

702 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, 228 increasing their positions, 302 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
-3
Holders Change %
-0.43%
% 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
228
Reduced
302
Closed
71
Calls
$38.1M
Puts
$55.6M
Net Calls
-$17.5M
Net Calls Change
+$45.8M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
+$369M
2
GIM
Generation Investment Management
United Kingdom
+$194M
3
Harris Associates
Harris Associates
Illinois
+$104M
4
Citadel Advisors
Citadel Advisors
Florida
+$101M
5
SCA
Southpoint Capital Advisors
New York
+$72.6M

Top Sellers

1
BlackRock
BlackRock
New York
-$203M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$137M
3
Bank of America
Bank of America
North Carolina
-$111M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$109M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$64.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
426
Kestra Advisory Services
Texas
$663K -$329K -4,076 -33%
SCA
427
Snowden Capital Advisors
New York
$636K +$2.74K +34 +0.4%
E
428
Ergoteles
New York
$631K +$631K +7,816 New
IFS
429
Ifrah Financial Services
Arkansas
$621K -$11.6K -144 -2%
Baird Financial Group
430
Baird Financial Group
Wisconsin
$619K -$267K -3,312 -30%
AO
431
Advisor OS
Illinois
$605K +$605K +7,496 New
NWMG
432
National Wealth Management Group
Ohio
$598K +$598K +7,028 New
BTWM
433
Baker Tilly Wealth Management
Wisconsin
$594K +$2.74K +34 +0.5%
MBTD
434
Mechanics Bank - Trust Department
California
$588K – – –
PRC
435
Pearl River Capital
Michigan
$579K +$579K +7,171 New
ONB
436
Old National Bancorp
Indiana
$571K -$18.4K -228 -3%
CWM
437
Cornerstone Wealth Management
Missouri
$566K +$24.2K +300 +4%
SFA
438
Sequoia Financial Advisors
Ohio
$555K +$4.44K +55 +0.8%
YMRC
439
Yorktown Management & Research Company
Virginia
$541K – – –
TC
440
TownSquare Capital
Utah
$526K +$208K +2,576 +65%
AIA
441
Affinity Investment Advisors
California
$524K -$443K -5,489 -46%
CG
442
Caprock Group
Idaho
$522K -$25.9K -321 -5%
PA
443
Parallel Advisors
California
$521K -$109K -1,353 -17%
William Blair & Company
444
William Blair & Company
Illinois
$520K -$133K -1,642 -20%
AAP
445
Arax Advisory Partners
Colorado
$513K -$269K -3,339 -34%
CCMG
446
Clark Capital Management Group
Pennsylvania
$504K +$565 +7 +0.1%
TMAM
447
Tokio Marine Asset Management
Japan
$492K +$23.9K +296 +5%
SIM
448
Studio Investment Management
Illinois
$489K +$5.17K +64 +1%
CS
449
Comerica Securities
Michigan
$488K -$12K -149 -2%
HA
450
Harbor Advisors
Florida
$484K – – –
16 17
18
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