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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
SGI
426
Summit Global Investments
Utah
$671K +$372K +4,966 +148%
PAG
427
Private Advisor Group
New Jersey
$670K +$18.2K +243 +3%
KAS
428
Kestra Advisory Services
Texas
$663K -$305K -4,076 -33%
SCA
429
Snowden Capital Advisors
New York
$636K +$2.55K +34 +0.4%
E
430
Ergoteles
New York
$631K +$585K +7,816 New
IFS
431
Ifrah Financial Services
Arkansas
$621K -$10.8K -144 -2%
Baird Financial Group
432
Baird Financial Group
Wisconsin
$619K -$248K -3,312 -30%
AO
433
Advisor OS
Illinois
$605K +$561K +7,496 New
NWMG
434
National Wealth Management Group
Ohio
$598K +$526K +7,028 New
BTWM
435
Baker Tilly Wealth Management
Wisconsin
$594K +$2.55K +34 +0.5%
MBTD
436
Mechanics Bank - Trust Department
California
$588K
PRC
437
Pearl River Capital
Michigan
$579K +$537K +7,171 New
ONB
438
Old National Bancorp
Indiana
$571K -$17.1K -228 -3%
CWM
439
Cornerstone Wealth Management
Missouri
$566K +$22.5K +300 +4%
SFA
440
Sequoia Financial Advisors
Ohio
$555K +$4.12K +55 +0.8%
YMRC
441
Yorktown Management & Research Company
Virginia
$541K
TC
442
TownSquare Capital
Utah
$526K +$193K +2,576 +65%
AIA
443
Affinity Investment Advisors
California
$524K -$411K -5,489 -46%
CG
444
Caprock Group
Idaho
$522K -$24K -321 -5%
PA
445
Parallel Advisors
California
$521K -$101K -1,353 -17%
William Blair & Company
446
William Blair & Company
Illinois
$520K -$123K -1,642 -20%
AAP
447
Arax Advisory Partners
Colorado
$513K -$250K -3,339 -34%
CCMG
448
Clark Capital Management Group
Pennsylvania
$504K +$524 +7 +0.1%
TMAM
449
Tokio Marine Asset Management
Japan
$492K +$22.2K +296 +5%
SIM
450
Studio Investment Management
Illinois
$489K +$4.79K +64 +1%