CBRE icon

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 %
BMC
501
Beaton Management Company
Massachusetts
$303K – – –
TPCW
502
TD Private Client Wealth
New York
$303K +$53.4K +723 +21%
RG
503
Rathbones Group
United Kingdom
$299K +$299K +4,047 New
SC
504
Syon Capital
California
$297K +$297K +4,027 New
AWM
505
Apollon Wealth Management
South Carolina
$296K -$88.3K -1,195 -23%
SFI
506
Siemens Fonds Invest
Germany
$295K +$25.3K +343 +9%
BRWA
507
B. Riley Wealth Advisors
Florida
$293K +$90.5K +1,225 +45%
SSWM
508
Smith Salley Wealth Management
North Carolina
$292K -$148 -2 -0.1%
BTI
509
Blue Trust Inc
Georgia
$287K +$180K +2,238 +169%
UCFA
510
United Capital Financial Advisors
Texas
$284K -$53.8K -729 -16%
CGL
511
Clarius Group LLC
Washington
$283K -$77.8K -1,054 -22%
Federated Hermes
512
Federated Hermes
Pennsylvania
$283K -$38.3K -518 -12%
Capstone Investment Advisors
513
Capstone Investment Advisors
New York
$280K +$277K +3,744 +7,064%
N
514
Natixis
France
$280K -$5.47M -74,018 -95%
ESCM
515
Echo Street Capital Management
New York
$279K -$138K -1,875 -33%
SC
516
Savant Capital
Illinois
$277K +$77.9K +1,055 +39%
HDIM
517
Hanson & Doremus Investment Management
Vermont
$274K – – –
TB
518
Treynor Bancshares
Iowa
$266K – – –
FCH
519
Freestone Capital Holdings
Washington
$264K -$2.88K -39 -1%
BWP
520
BSW Wealth Partners
Colorado
$264K -$55.2K -748 -17%
AIP
521
Ameritas Investment Partners
Nebraska
$264K -$17.6K -238 -6%
DT
522
Diversified Trust
Tennessee
$260K -$28.7K -389 -10%
MYAM
523
Meiji Yasuda Asset Management
Japan
$259K +$40.6K +550 +19%
PAM
524
Paradigm Asset Management
New York
$259K – – –
BTWM
525
Baker Tilly Wealth Management
Wisconsin
$258K -$286K -3,878 -53%
19 20
21
22 23