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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
CS
451
Comerica Securities
Michigan
$488K -$11.2K -149 -2%
HA
452
Harbor Advisors
Florida
$484K
LCM
453
Logan Capital Management
Pennsylvania
$482K -$1.45M -19,400 -76%
PFO
454
Pathstone Family Office
New Jersey
$479K -$4.34K -58 -0.9%
MNBTD
455
Moody National Bank Trust Division
Texas
$474K -$35.3K -472 -7%
DZ Bank
456
DZ Bank
Germany
$467K +$187K +2,495 +76%
BP
457
Ballentine Partners
Massachusetts
$465K +$116K +1,555 +37%
ESCM
458
Echo Street Capital Management
New York
$456K -$494K -6,600 -54%
RCAG
459
Rehmann Capital Advisory Group
Michigan
$450K -$12.7K -170 -3%
EI
460
Ellevest Inc
New York
$447K +$118K +1,575 +40%
B
461
Bailard
California
$446K -$7.94K -106 -2%
Cetera Investment Advisers
462
Cetera Investment Advisers
Illinois
$446K -$2.32K -31 -0.6%
LCS
463
Levin Capital Strategies
New York
$445K
ATPW
464
Ashton Thomas Private Wealth
Arizona
$444K +$412K +5,497 New
WSTAM
465
Wilbanks Smith & Thomas Asset Management
Virginia
$439K -$15.5K -207 -4%
MGWM
466
Marks Group Wealth Management
Minnesota
$438K
VAS
467
Vestmark Advisory Solutions
Massachusetts
$436K -$1.75M -23,324 -81%
BFG
468
Bleakley Financial Group
New Jersey
$425K +$7.71K +103 +2%
SAM
469
Sawgrass Asset Management
Florida
$424K
QCG
470
Quadrant Capital Group
Ohio
$421K -$55.2K -737 -12%
GCP
471
GSA Capital Partners
United Kingdom
$421K -$565K -7,548 -59%
BC
472
Burney Company
Virginia
$421K -$707K -9,442 -64%
AWM
473
Apollon Wealth Management
South Carolina
$420K -$317K -4,236 -45%
MWM
474
Meridian Wealth Management
Kentucky
$416K -$1.87K -25 -0.5%
FB
475
Fulton Bank
Pennsylvania
$415K -$19.8K -264 -5%