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CBRE Group

699 hedge funds and large institutions have $20.7B invested in CBRE Group in 2022 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 240 increasing their positions, 275 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $43.8M | Put options by funds: $17.4M

15% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 62

2.71% more ownership

Funds ownership: 93.92%96.63% (+2.7%)

0% more funds holding

Funds holding: 697699 (+2)

8% less capital invested

Capital invested by funds: $22.6B → $20.7B (-$1.91B)

13% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 275

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
699
Holders Change
+2
Holders Change %
+0.29%
% of All Funds
12.04%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
71
Increased
240
Reduced
275
Closed
62
Calls
$43.8M
Puts
$17.4M
Net Calls
+$26.3M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
526
Gilbert & Cook
Iowa
$256K +$23K +290 +9%
FTDI
527
First Trust Direct Indexing
Massachusetts
$255K -$24.5K -309 -8%
WIC
528
Whitegate Investment Counselors
New Hampshire
$255K
Carson Wealth (CWM LLC)
529
Carson Wealth (CWM LLC)
Nebraska
$253K +$45.5K +574 +18%
AG
530
AIA Group
Hong Kong
$252K -$217K -2,735 -42%
BRWA
531
B. Riley Wealth Advisors
Florida
$249K +$14.9K +188 +5%
I
532
IMPACTfolio
Colorado
$246K -$8.24K -104 -3%
CP
533
Covenant Partners
Tennessee
$246K
WW
534
Waterfront Wealth
Kansas
$244K
LOAMS
535
Lombard Odier Asset Management (Switzerland)
Switzerland
$242K -$154K -1,948 -35%
CI
536
Conning Inc
Connecticut
$236K -$29.7K -375 -10%
CFG
537
Citizens Financial Group
Rhode Island
$236K -$4.12K -52 -1%
AA
538
Ancora Advisors
Ohio
$235K
HDIM
539
Hanson & Doremus Investment Management
Vermont
$234K +$30K +378 +12%
FMLI
540
Fukoku Mutual Life Insurance
Japan
$227K -$133K -1,683 -33%
ACM
541
AlphaStar Capital Management
North Carolina
$224K +$23.6K +298 +10%
EI
542
Ellevest Inc
New York
$223K +$211K +2,665 +420%
PMG
543
ProVise Management Group
Florida
$220K +$258K +3,254 New
GI
544
GAMCO Investors
Connecticut
$219K
BTI
545
Blue Trust Inc
Georgia
$219K +$55.3K +697 +31%
PCP
546
Proficio Capital Partners
Massachusetts
$217K -$1.51K -19 -0.6%
SOW
547
State of Wyoming
Wyoming
$216K -$8.56K -108 -3%
ER
548
Enlightenment Research
Florida
$216K +$254K +3,200 New
Janney Montgomery Scott
549
Janney Montgomery Scott
Pennsylvania
$209K -$16.5K -208 -6%
FMAEN1
550
Fund Management at Engine No 1
California
$208K -$17.1K -216 -7%