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CBRE Group
CBRE

Overview Fund Activity

705 hedge funds and large institutions have $22B invested in CBRE Group in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 265 increasing their positions, 247 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+5
Holders Change %
+0.71%
% of All Funds
11.28%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
79
Increased
265
Reduced
247
Closed
66
Calls
$48.1M
Puts
$111M
Net Calls
-$63.3M
Net Calls Change
-$79.5M

Top Buyers

1
LCOV
London Company of Virginia
Virginia
+$127M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$79.2M
3
LPC
Long Pond Capital
New York
+$70M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$58.1M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$39.1M

Top Sellers

1
NAM
Nissay Asset Management
Japan
-$58.5M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$47.5M
3
SCA
Southpoint Capital Advisors
New York
-$38.5M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$37.7M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
551
Cahill Financial Advisors
Minnesota
$212K – – –
HWA
552
Heritage Wealth Advisors
Virginia
$211K +$5.32K +73 +3%
IIC
553
Integrated Investment Consultants
Michigan
$210K +$1.89K +26 +0.9%
WPC
554
Wedmont Private Capital
Pennsylvania
$210K -$14.8K -211 -7%
PGFC
555
Peapack-Gladstone Financial Corp
New Jersey
$209K – – –
PFBT
556
Parkside Financial Bank & Trust
Missouri
$207K +$3.5K +48 +2%
FFM
557
Forum Financial Management
Illinois
$206K +$73 +1 +0%
RGI
558
River Global Investors
United Kingdom
$204K -$10.2K -140 -5%
AIM
559
Anchor Investment Management
South Carolina
$203K -$6.19K -85 -3%
EG
560
Ellerson Group
Maryland
$202K -$339K -4,660 -63%
MA
561
MONECO Advisors
Connecticut
$202K +$437 +6 +0.2%
SEC
562
Seven Eight Capital
New York
$200K +$200K +2,749 New
CFG
563
Citizens Financial Group
Rhode Island
$199K -$76.6K -1,052 -28%
Capstone Investment Advisors
564
Capstone Investment Advisors
New York
$197K +$197K +2,711 New
CA
565
Clearstead Advisors
Ohio
$194K – – –
GIA
566
GHP Investment Advisors
Colorado
$191K – – –
PPC
567
Park Place Capital
Alabama
$180K +$7.79K +107 +5%
CFGS
568
Concourse Financial Group Securities
Alabama
$179K -$27.1K -372 -13%
BCWM
569
Bartlett & Co Wealth Management
Ohio
$178K – – –
BC
570
Bartlett & Co
Ohio
$178K – – –
HIA
571
Harbor Investment Advisory
Maryland
$176K -$1.02K -14 -0.6%
UB
572
UMB Bank
Missouri
$170K – – –
ECG
573
Edge Capital Group
Georgia
$157K +$130K +1,785 +476%
SIM
574
Sentry Investment Management
Wisconsin
$154K +$154K +2,120 New
EWM
575
Evermay Wealth Management
Virginia
$147K – – –
21 22
23
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