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CBRE Group
CBRE

Overview Fund Activity

695 hedge funds and large institutions have $22.6B invested in CBRE Group in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 267 increasing their positions, 283 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
-63
Holders Change %
-8.31%
% of All Funds
11.75%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
48
Increased
267
Reduced
283
Closed
99
Calls
$37.7M
Puts
$22.3M
Net Calls
+$15.4M
Net Calls Change
-$142M

Top Buyers

1
Franklin Resources
Franklin Resources
California
+$228M
2
VVP
Vulcan Value Partners
Alabama
+$192M
3
RGREA
Ranger Global Real Estate Advisors
Colorado
+$142M
4
Harris Associates
Harris Associates
Illinois
+$117M
5
Holocene Advisors
Holocene Advisors
New York
+$94.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$306M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$283M
3
Man Group
Man Group
United Kingdom
-$207M
4
Artisan Partners
Artisan Partners
Wisconsin
-$141M
5
ZP
Zimmer Partners
New York
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
526
Janney Montgomery Scott
Pennsylvania
$242K -$276K -3,758 -53%
SW
527
SVB Wealth
Massachusetts
$240K +$29K +394 +14%
PCP
528
Proficio Capital Partners
Massachusetts
$239K +$10.5K +142 +5%
GI
529
GAMCO Investors
Connecticut
$238K – – –
AIM
530
Anchor Investment Management
South Carolina
$237K – – –
Carson Wealth (CWM LLC)
531
Carson Wealth (CWM LLC)
Nebraska
$234K +$92.6K +1,258 +65%
KPWS
532
Kestra Private Wealth Services
Texas
$231K -$21.8K -296 -9%
CCA
533
Checchi Capital Advisers
California
$231K +$31.2K +365 +16%
HDIM
534
Hanson & Doremus Investment Management
Vermont
$228K – – –
BP
535
Ballentine Partners
Massachusetts
$223K -$13.5K -183 -6%
ACM
536
AlphaStar Capital Management
North Carolina
$223K -$74 -1 -0%
TC
537
TownSquare Capital
Utah
$215K +$12.4K +168 +6%
TFA
538
Transamerica Financial Advisors
Florida
$215K +$215K +2,910 New
SGI
539
Summit Global Investments
Utah
$214K -$9.04K -123 -4%
CFA
540
Cahill Financial Advisors
Minnesota
$214K +$367 +5 +0.2%
FFM
541
Forum Financial Management
Illinois
$213K -$17.2K -234 -7%
PGFC
542
Peapack-Gladstone Financial Corp
New Jersey
$212K – – –
BTI
543
Blue Trust Inc
Georgia
$209K +$209K +2,284 New
FC
544
Forte Capital
New York
$207K – – –
MA
545
MONECO Advisors
Connecticut
$204K +$204K +2,765 New
BC
546
Bartlett & Co
Ohio
$203K – – –
BCWM
547
Bartlett & Co Wealth Management
Ohio
$203K – – –
Cetera Investment Advisers
548
Cetera Investment Advisers
Illinois
$202K -$383K -5,214 -65%
PCG
549
Private Capital Group
Connecticut
$202K -$2.14K -29 -1%
CA
550
Clearstead Advisors
Ohio
$202K +$51.8K +704 +35%
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