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 %
IAN
451
Integrated Advisors Network
Texas
$503K +$503K +6,908 New
SFA
452
Sequoia Financial Advisors
Ohio
$497K -$67.7K -930 -12%
KI
453
Kapitalo Investimentos
Brazil
$496K +$496K +6,809 New
CG
454
Caprock Group
Idaho
$494K +$48.3K +664 +11%
CWM
455
Cornerstone Wealth Management
Missouri
$489K +$489K +6,716 New
YMRC
456
Yorktown Management & Research Company
Virginia
$488K – – –
FC
457
Financial Consulate
Maryland
$486K +$9.47K +130 +2%
Marshall Wace
458
Marshall Wace
United Kingdom
$464K +$464K +6,379 New
MNBTD
459
Moody National Bank Trust Division
Texas
$462K -$1.38K -19 -0.3%
PFO
460
Pathstone Family Office
New Jersey
$458K -$950K -12,821 -67%
CCMG
461
Clark Capital Management Group
Pennsylvania
$454K -$6.04K -83 -1%
BFM
462
Boothbay Fund Management
New York
$452K +$452K +6,212 New
VWA
463
V Wealth Advisors
Kansas
$451K -$493K -6,769 -52%
CS
464
Comerica Securities
Michigan
$451K -$22.9K -314 -5%
Parallax Volatility Advisers
465
Parallax Volatility Advisers
California
$446K +$446K +6,128 New
HA
466
Harbor Advisors
Florida
$437K – – –
SIM
467
Studio Investment Management
Illinois
$436K +$14.3K +196 +3%
QCG
468
Quadrant Capital Group
Ohio
$434K -$30.4K -417 -7%
SCI
469
Stableford Capital II
Arizona
$431K +$431K +5,604 New
TMAM
470
Tokio Marine Asset Management
Japan
$422K +$53.4K +733 +14%
KPWS
471
Kestra Private Wealth Services
Texas
$418K +$418K +5,746 New
RCAG
472
Rehmann Capital Advisory Group
Michigan
$418K +$1.09K +15 +0.3%
SC
473
Sonen Capital
California
$417K -$176K -2,412 -30%
WSTAM
474
Wilbanks Smith & Thomas Asset Management
Virginia
$412K +$13K +179 +3%
B
475
Bailard
California
$410K -$2.04K -28 -0.5%
17 18
19
20 21