CBRE icon

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
+$106M
2
Franklin Resources
Franklin Resources
California
+$92.3M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$65.9M
4
MC
Maverick Capital
Texas
+$65.4M
5
Morgan Stanley
Morgan Stanley
New York
+$46.4M

Top Sellers

1
RGREA
Ranger Global Real Estate Advisors
Colorado
-$113M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$101M
3
Victory Capital Management
Victory Capital Management
Texas
-$87.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$58.7M
5
Man Group
Man Group
United Kingdom
-$58.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAAM
551
Baker Avenue Asset Management
California
$140K +$140K +1,813 New
TPCW
552
TD Private Client Wealth
New York
$135K +$770 +10 +0.6%
WPWM
553
Western Pacific Wealth Management
Illinois
$130K +$40.4K +525 +45%
WTC
554
WhitTier Trust Company
Nevada
$128K +$4.62K +60 +4%
PCM
555
Penserra Capital Management
California
$126K +$4.83K +63 +4%
FCA
556
FinTrust Capital Advisors
South Carolina
$121K – – –
BBHC
557
Brown Brothers Harriman & Co
New York
$120K – – –
ASN
558
Advisory Services Network
Georgia
$109K +$109K +1,415 New
SPWM
559
Spartan Planning & Wealth Management
North Carolina
$109K +$109K +1,412 New
ST
560
Smithfield Trust
Pennsylvania
$99K – – –
FHA
561
First Horizon Advisors
Tennessee
$90.8K +$9.62K +125 +12%
CAL
562
Capital Analysts LLC
Pennsylvania
$86K +$9.76K +127 +13%
OIA
563
Optimum Investment Advisors
Illinois
$84.7K -$30.8K -400 -27%
QC
564
Quent Capital
New York
$84.1K -$27.9K -362 -25%
LC
565
Lindbrook Capital
California
$82.8K +$25.6K +333 +45%
IA
566
IFP Advisors
Florida
$80K -$36.7K -562 -31%
AA
567
Alta Advisers
United Kingdom
$77K – – –
FFA
568
Farther Finance Advisors
California
$73.9K +$73.9K +960 New
AIC
569
Archer Investment Corporation
Indiana
$70.8K – – –
ZB
570
Zions Bancorporation
Utah
$70.4K +$41.3K +536 +141%
MCM
571
Manchester Capital Management
Vermont
$66.5K +$2.77K +36 +4%
CI Investments Inc
572
CI Investments Inc
Ontario, Canada
$66K +$33.9K +444 +106%
EWA
573
EverSource Wealth Advisors
Alabama
$63.7K -$90.5K -1,176 -59%
MCC
574
Money Concepts Capital
Florida
$62.3K +$29.2K +379 +88%
AssetMark Inc
575
AssetMark Inc
California
$61.6K – – –
21 22
23
24 25