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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 %
LCM
451
Logan Capital Management
Pennsylvania
$482K -$1.57M -19,400 -76%
PFO
452
Pathstone Family Office
New Jersey
$479K -$4.54K -58 -0.9%
MNBTD
453
Moody National Bank Trust Division
Texas
$474K -$38.1K -472 -7%
DZ Bank
454
DZ Bank
Germany
$467K +$201K +2,495 +76%
BP
455
Ballentine Partners
Massachusetts
$465K +$126K +1,555 +37%
ESCM
456
Echo Street Capital Management
New York
$456K -$533K -6,600 -54%
RCAG
457
Rehmann Capital Advisory Group
Michigan
$450K -$13.7K -170 -3%
EI
458
Ellevest Inc
New York
$447K +$127K +1,575 +40%
B
459
Bailard
California
$446K -$8.56K -106 -2%
Cetera Investment Advisers
460
Cetera Investment Advisers
Illinois
$446K -$2.5K -31 -0.6%
LCS
461
Levin Capital Strategies
New York
$445K – – –
ATPW
462
Ashton Thomas Private Wealth
Arizona
$444K +$444K +5,497 New
WSTAM
463
Wilbanks Smith & Thomas Asset Management
Virginia
$439K -$16.7K -207 -4%
MGWM
464
Marks Group Wealth Management
Minnesota
$438K – – –
VAS
465
Vestmark Advisory Solutions
Massachusetts
$436K -$1.88M -23,324 -81%
BFG
466
Bleakley Financial Group
New Jersey
$425K +$8.31K +103 +2%
SAM
467
Sawgrass Asset Management
Florida
$424K – – –
QCG
468
Quadrant Capital Group
Ohio
$421K -$59.5K -737 -12%
GCP
469
GSA Capital Partners
United Kingdom
$421K -$609K -7,548 -59%
BC
470
Burney Company
Virginia
$421K -$762K -9,442 -64%
AWM
471
Apollon Wealth Management
South Carolina
$420K -$342K -4,236 -45%
MWM
472
Meridian Wealth Management
Kentucky
$416K -$2.02K -25 -0.5%
FB
473
Fulton Bank
Pennsylvania
$415K -$21.3K -264 -5%
S
474
SignatureFD
Georgia
$414K -$15.5K -192 -4%
HWM
475
HB Wealth Management
Georgia
$413K +$7.18K +89 +2%
17 18
19
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