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CBRE Group
CBRE

Overview Fund Activity

700 hedge funds and large institutions have $22.9B invested in CBRE Group in 2022 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 244 increasing their positions, 265 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
700
Holders Change
+4
Holders Change %
+0.57%
% of All Funds
11.29%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
90
Increased
244
Reduced
265
Closed
74
Calls
$30.7M
Puts
$14.5M
Net Calls
+$16.2M
Net Calls Change
-$10.2M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
$1.05B
2
Franklin Resources
Franklin Resources
California
$419M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
$441M
4
MC
Maverick Capital
Texas
$65.4M
5
Morgan Stanley
Morgan Stanley
New York
$241M

Top Sellers

1
RGREA
Ranger Global Real Estate Advisors
Colorado
$0
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$103M
3
Victory Capital Management
Victory Capital Management
Texas
$12.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
$3.91B
5
Man Group
Man Group
United Kingdom
$20.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
526
Anchor Investment Management
South Carolina
$221K – – –
PGFC
527
Peapack-Gladstone Financial Corp
New Jersey
$221K +$221K +2,875 New
IIC
528
Integrated Investment Consultants
Michigan
$220K +$220K +2,864 New
MWM
529
Mission Wealth Management
California
$218K +$218K +2,837 New
CFGS
530
Concourse Financial Group Securities
Alabama
$218K -$8.85K -115 -4%
FFM
531
Forum Financial Management
Illinois
$218K +$218K +2,830 New
HWA
532
Heritage Wealth Advisors
Virginia
$218K +$51.7K +672 +31%
PFBT
533
Parkside Financial Bank & Trust
Missouri
$215K +$1.46K +19 +0.7%
TFA
534
Transamerica Financial Advisors
Florida
$214K -$8K -104 -4%
MA
535
MONECO Advisors
Connecticut
$213K +$213K +2,768 New
BL
536
Balentine LLC
Georgia
$210K +$210K +2,725 New
XT
537
XTX Topco
Cayman Islands
$208K -$457K -5,942 -69%
PI
538
PEAK6 Investments
Illinois
$208K -$447K -5,810 -68%
CI
539
Conning Inc
Connecticut
$206K -$63.5K -825 -24%
CA
540
Clearstead Advisors
Ohio
$205K -$5.93K -77 -3%
PMG
541
ProVise Management Group
Florida
$204K -$46.2K -600 -18%
GIA
542
GHP Investment Advisors
Colorado
$202K – – –
BC
543
Bartlett & Co
Ohio
$189K -$23.1K -300 -11%
BCWM
544
Bartlett & Co Wealth Management
Ohio
$189K -$23.1K -300 -11%
HIA
545
Harbor Investment Advisory
Maryland
$187K – – –
PPC
546
Park Place Capital
Alabama
$182K +$182K +2,359 New
UB
547
UMB Bank
Missouri
$180K +$95.1K +1,235 +112%
EWM
548
Evermay Wealth Management
Virginia
$155K +$155K +2,017 New
AG
549
AIA Group
Hong Kong
$154K -$133K -1,726 -46%
C
550
Covestor
United Kingdom
$148K -$14.1K -184 -9%
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