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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
S
476
SignatureFD
Georgia
$414K -$14.4K -192 -4%
HWM
477
HB Wealth Management
Georgia
$413K +$6.66K +89 +2%
SS
478
Simplicity Solutions
Minnesota
$413K -$5.47K -73 -1%
JF
479
Jump Financial
Illinois
$405K +$375K +5,014 New
CG
480
Colony Group
Massachusetts
$402K -$32.2K -430 -8%
IAA
481
Independent Advisor Alliance
North Carolina
$396K +$1.8K +24 +0.5%
CGL
482
Clarius Group LLC
Washington
$395K -$2.69K -36 -0.7%
HNB
483
Huntington National Bank
Ohio
$391K +$8.61K +115 +2%
ACA
484
Atlas Capital Advisors
Wyoming
$383K
PA
485
Profund Advisors
Maryland
$379K -$12.9K -172 -4%
VWA
486
V Wealth Advisors
Kansas
$376K -$115K -1,540 -25%
PCIA
487
Prime Capital Investment Advisors
Kansas
$371K -$47.2K -631 -12%
AIMCA
488
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$371K
UCFA
489
United Capital Financial Advisors
Texas
$369K +$342K +4,574 New
HI
490
Horizon Investments
North Carolina
$361K -$18.6K -249 -5%
LNC
491
Lincoln National Corp
Pennsylvania
$360K -$82.8K -1,106 -20%
KPWS
492
Kestra Private Wealth Services
Texas
$356K -$99.6K -1,330 -23%
PMA
493
Prudent Man Advisors
Illinois
$356K
Federated Hermes
494
Federated Hermes
Pennsylvania
$351K +$29.9K +399 +10%
FTDI
495
First Trust Direct Indexing
Massachusetts
$349K -$74.9K -1,001 -19%
BWP
496
BSW Wealth Partners
Colorado
$349K -$1.65K -22 -0.5%
SF
497
Safeguard Financial
Wisconsin
$342K
CWA
498
CM Wealth Advisors
Ohio
$340K -$2.72M -36,367 -90%
EWA
499
EP Wealth Advisors
California
$338K +$404K +5,400 +28%
TI
500
Tidal Investments
Wisconsin
$335K -$450K -6,004 -59%