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CBRE Group
CBRE

Overview Fund Activity

692 hedge funds and large institutions have $22B invested in CBRE Group in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 231 increasing their positions, 280 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
692
Holders Change
-10
Holders Change %
-1.42%
% of All Funds
11.03%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
61
Increased
231
Reduced
280
Closed
65
Calls
$45.8M
Puts
$52.1M
Net Calls
-$6.27M
Net Calls Change
+$11.2M

Top Buyers

1
FCM
Farallon Capital Management
California
+$334M
2
Principal Financial Group
Principal Financial Group
Iowa
+$66.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$65.6M
4
MMH
Menora Mivtachim Holdings
Israel
+$53.2M
5
Holocene Advisors
Holocene Advisors
New York
+$49M

Top Sellers

1
VH
ValueAct Holdings
California
-$340M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$153M
3
Millennium Management
Millennium Management
New York
-$133M
4
LPC
Long Pond Capital
New York
-$86M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
451
Clearstead Advisors
Ohio
$446K +$223K +3,017 +100%
SIM
452
Studio Investment Management
Illinois
$445K -$1.92K -26 -0.4%
SW
453
SVB Wealth
Massachusetts
$444K +$148K +2,010 +50%
GHA
454
GW Henssler & Associates
Georgia
$444K +$444K +6,007 New
HA
455
Harbor Advisors
Florida
$443K – – –
LCM
456
Logan Capital Management
Pennsylvania
$441K – – –
AGWCA
457
Annis Gardner Whiting Capital Advisors
Florida
$427K +$427K +5,783 New
GC
458
Gilbert & Cook
Iowa
$425K +$122K +1,645 +40%
MNBTD
459
Moody National Bank Trust Division
Texas
$420K -$13.6K -184 -3%
RCAG
460
Rehmann Capital Advisory Group
Michigan
$409K -$2.66K -36 -0.6%
LNC
461
Lincoln National Corp
Pennsylvania
$409K +$79.2K +1,072 +24%
Cetera Investment Advisers
462
Cetera Investment Advisers
Illinois
$408K -$295 -4 -0.1%
ATPW
463
Ashton Thomas Private Wealth
Arizona
$406K – – –
WSTAM
464
Wilbanks Smith & Thomas Asset Management
Virginia
$402K – – –
QCG
465
Quadrant Capital Group
Ohio
$393K +$7.16K +97 +2%
HWM
466
HB Wealth Management
Georgia
$392K +$14.2K +192 +4%
SAM
467
Sawgrass Asset Management
Florida
$388K – – –
MWM
468
Meridian Wealth Management
Kentucky
$381K – – –
TI
469
Tidal Investments
Wisconsin
$381K +$74K +1,002 +24%
VSQM
470
V-Square Quantitative Management
Illinois
$380K +$185K +2,498 +94%
S
471
SignatureFD
Georgia
$377K -$1.92K -26 -0.5%
FB
472
Fulton Bank
Pennsylvania
$368K -$11.2K -151 -3%
CG
473
Colony Group
Massachusetts
$360K -$8.13K -110 -2%
HNB
474
Huntington National Bank
Ohio
$353K -$5.24K -71 -1%
LCS
475
Levin Capital Strategies
New York
$352K -$55.4K -750 -14%
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