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CBRE Group

705 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, 230 increasing their positions, 303 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more funds holding in top 10

Funds holding in top 10: 710 (+3)

12% more capital invested

Capital invested by funds: $22B → $24.6B (+$2.56B)

0.44% more ownership

Funds ownership: 97.74%98.18% (+0.44%)

0% less funds holding

Funds holding: 708705 (-3)

3% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 71

24% less repeat investments, than reductions

Existing positions increased: 230 | Existing positions reduced: 303

31% less call options, than puts

Call options by funds: $38.1M | Put options by funds: $55.6M

Holders
705
Holders Change
-3
Holders Change %
-0.42%
% 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
230
Reduced
303
Closed
71
Calls
$38.1M
Puts
$55.6M
Net Calls
-$17.5M
Net Calls Change
+$45.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
526
Lido Advisors
California
$281K +$6.59K +88 +3%
MAS
527
Meeder Advisory Services
Ohio
$280K -$9.51K -127 -4%
WIC
528
Whitegate Investment Counselors
New Hampshire
$279K -$24.3K -325 -9%
TPCW
529
TD Private Client Wealth
New York
$272K -$37.7K -503 -13%
OTL
530
Oak Thistle LLC
New York
$269K -$505K -6,741 -67%
WPC
531
Wedmont Private Capital
Pennsylvania
$267K +$5.09K +68 +2%
CAS
532
CTC Alternative Strategies
Illinois
$265K +$246K +3,285 New
GI
533
GAMCO Investors
Connecticut
$261K
TFA
534
Transamerica Financial Advisors
Florida
$256K -$1.2K -16 -0.5%
DA
535
Duality Advisers
Florida
$255K -$4.33M -57,869 -95%
QP
536
Quilter Plc
United Kingdom
$248K -$7.49K -100 -29%
CM
537
Capula Management
Cayman Islands
$247K +$229K +3,060 New
CCM
538
Coldstream Capital Management
Washington
$244K -$38.7K -517 -15%
CA
539
Clearstead Advisors
Ohio
$244K +$26.2K +350 +13%
IIC
540
Integrated Investment Consultants
Michigan
$242K +$8.31K +111 +4%
NFC
541
Northeast Financial Consultants
Connecticut
$242K
PGFC
542
Peapack-Gladstone Financial Corp
New Jersey
$241K +$8.31K +111 +4%
CP
543
Covenant Partners
Tennessee
$241K
HI
544
Humankind Investments
New York
$241K +$223K +2,983 New
MYAM
545
Meiji Yasuda Asset Management
Japan
$238K
JIC
546
Johnson Investment Counsel
Ohio
$238K +$1.87K +25 +0.9%
CFA
547
Cahill Financial Advisors
Minnesota
$236K +$374 +5 +0.2%
FFM
548
Forum Financial Management
Illinois
$232K +$3K +40 +1%
HWA
549
Heritage Wealth Advisors
Virginia
$232K -$2.25K -30 -1%
PFBT
550
Parkside Financial Bank & Trust
Missouri
$231K +$1.5K +20 +0.7%