CBRE icon

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 %
SS
476
Simplicity Solutions
Minnesota
$413K -$5.89K -73 -1%
JF
477
Jump Financial
Illinois
$405K +$405K +5,014 New
CG
478
Colony Group
Massachusetts
$402K -$34.7K -430 -8%
IAA
479
Independent Advisor Alliance
North Carolina
$396K +$1.94K +24 +0.5%
CGL
480
Clarius Group LLC
Washington
$395K -$2.91K -36 -0.7%
HNB
481
Huntington National Bank
Ohio
$391K +$9.28K +115 +2%
ACA
482
Atlas Capital Advisors
Wyoming
$383K – – –
PA
483
Profund Advisors
Maryland
$379K -$13.9K -172 -4%
VWA
484
V Wealth Advisors
Kansas
$376K -$124K -1,540 -25%
PCIA
485
Prime Capital Investment Advisors
Kansas
$371K -$50.9K -631 -12%
AIMCA
486
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$371K – – –
UCFA
487
United Capital Financial Advisors
Texas
$369K +$369K +4,574 New
HI
488
Horizon Investments
North Carolina
$361K -$20.1K -249 -5%
LNC
489
Lincoln National Corp
Pennsylvania
$360K -$89.3K -1,106 -20%
KPWS
490
Kestra Private Wealth Services
Texas
$356K -$107K -1,330 -23%
PMA
491
Prudent Man Advisors
Illinois
$356K – – –
Federated Hermes
492
Federated Hermes
Pennsylvania
$351K +$32.2K +399 +10%
FTDI
493
First Trust Direct Indexing
Massachusetts
$349K -$80.8K -1,001 -19%
BWP
494
BSW Wealth Partners
Colorado
$349K -$1.78K -22 -0.5%
SF
495
Safeguard Financial
Wisconsin
$342K – – –
CWA
496
CM Wealth Advisors
Ohio
$340K -$3M -36,367 -90%
EWA
497
EP Wealth Advisors
California
$338K +$73.1K +5,400 +28%
TI
498
Tidal Investments
Wisconsin
$335K -$484K -6,004 -59%
GC
499
Gilbert & Cook
Iowa
$332K +$14.3K +177 +4%
BMC
500
Beaton Management Company
Massachusetts
$331K – – –
18 19
20
21 22