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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 %
WIC
526
Whitegate Investment Counselors
New Hampshire
$279K -$26.2K -325 -9%
TPCW
527
TD Private Client Wealth
New York
$272K -$40.6K -503 -13%
OTL
528
Oak Thistle LLC
New York
$269K -$544K -6,741 -67%
WPC
529
Wedmont Private Capital
Pennsylvania
$267K +$5.92K +68 +2%
CAS
530
CTC Alternative Strategies
Illinois
$265K +$265K +3,285 New
GI
531
GAMCO Investors
Connecticut
$261K – – –
TFA
532
Transamerica Financial Advisors
Florida
$256K -$1.29K -16 -0.5%
DA
533
Duality Advisers
Florida
$255K -$4.67M -57,869 -95%
QP
534
Quilter Plc
United Kingdom
$248K -$99.2K -100 -29%
CM
535
Capula Management
Cayman Islands
$247K +$247K +3,060 New
CCM
536
Coldstream Capital Management
Washington
$244K -$41.7K -517 -15%
CA
537
Clearstead Advisors
Ohio
$244K +$28.2K +350 +13%
IIC
538
Integrated Investment Consultants
Michigan
$242K +$8.96K +111 +4%
NFC
539
Northeast Financial Consultants
Connecticut
$242K – – –
PGFC
540
Peapack-Gladstone Financial Corp
New Jersey
$241K +$8.96K +111 +4%
CP
541
Covenant Partners
Tennessee
$241K – – –
HI
542
Humankind Investments
New York
$241K +$241K +2,983 New
MYAM
543
Meiji Yasuda Asset Management
Japan
$238K – – –
JIC
544
Johnson Investment Counsel
Ohio
$238K +$2.02K +25 +0.9%
CFA
545
Cahill Financial Advisors
Minnesota
$236K +$404 +5 +0.2%
FFM
546
Forum Financial Management
Illinois
$232K +$3.23K +40 +1%
HWA
547
Heritage Wealth Advisors
Virginia
$232K -$2.42K -30 -1%
PFBT
548
Parkside Financial Bank & Trust
Missouri
$231K +$1.61K +20 +0.7%
MA
549
MONECO Advisors
Connecticut
$226K +$2.42K +30 +1%
FMLI
550
Fukoku Mutual Life Insurance
Japan
$226K -$45.8K -567 -17%
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