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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 %
I
501
InceptionR
California
$330K -$801K -9,923 -71%
RJT
502
Raymond James Trust
Florida
$327K -$58.3K -722 -15%
FMAEN1
503
Fund Management at Engine No 1
California
$326K +$17.5K +217 +6%
SW
504
SVB Wealth
Massachusetts
$323K -$51.7K -640 -14%
FNBOSM
505
First National Bank of South Miami
Florida
$320K +$41.4K +513 +15%
SSWM
506
Smith Salley Wealth Management
North Carolina
$320K -$7.83K -97 -2%
GSB
507
Greenfield Savings Bank
Massachusetts
$318K +$318K +3,943 New
DT
508
Diversified Trust
Tennessee
$315K -$3.15M -39,054 -91%
CI
509
Cigna Investments
Connecticut
$314K -$1.21K -15 -0.4%
AIP
510
Ameritas Investment Partners
Nebraska
$308K – – –
WW
511
Waterfront Wealth
Kansas
$307K – – –
Janney Montgomery Scott
512
Janney Montgomery Scott
Pennsylvania
$301K -$69.2K -858 -19%
KI
513
Kapitalo Investimentos
Brazil
$300K -$249K -3,087 -45%
HDIM
514
Hanson & Doremus Investment Management
Vermont
$299K +$19.2K +238 +7%
TAM
515
Trillium Asset Management
Massachusetts
$295K -$51.8K -642 -15%
ACM
516
AlphaStar Capital Management
North Carolina
$293K +$17.8K +220 +6%
SFI
517
Siemens Fonds Invest
Germany
$293K – – –
FCH
518
Freestone Capital Holdings
Washington
$292K -$7.67K -95 -3%
TB
519
Treynor Bancshares
Iowa
$290K – – –
PCM
520
Penserra Capital Management
California
$285K +$153K +1,904 +116%
PAM
521
Paradigm Asset Management
New York
$282K +$282K +3,500 New
GAM
522
Gotham Asset Management
New York
$281K -$2.52M -31,283 -90%
AA
523
Ancora Advisors
Ohio
$281K – – –
Lido Advisors
524
Lido Advisors
California
$281K +$7.1K +88 +3%
MAS
525
Meeder Advisory Services
Ohio
$280K -$10.3K -127 -4%
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