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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
MA
551
MONECO Advisors
Connecticut
$226K +$2.25K +30 +1%
FMLI
552
Fukoku Mutual Life Insurance
Japan
$226K -$42.5K -567 -17%
I
553
IMPACTfolio
Colorado
$226K +$209K +2,795 New
VI
554
Versor Investments
New York
$224K -$571K -7,621 -73%
P
555
Pitcairn
Pennsylvania
$223K +$207K +2,760 New
GIA
556
GHP Investment Advisors
Colorado
$222K
BRWA
557
B. Riley Wealth Advisors
Florida
$221K -$37.4K -500 -15%
CFGS
558
Concourse Financial Group Securities
Alabama
$220K +$20K +267 +11%
SC
559
Savant Capital
Illinois
$218K -$23.8K -318 -11%
CCA
560
Checchi Capital Advisers
California
$215K +$200K +2,666 New
BAM
561
Blueshift Asset Management
New Jersey
$215K +$199K +2,663 New
PMG
562
ProVise Management Group
Florida
$214K +$199K +2,654 New
VSQM
563
V-Square Quantitative Management
Illinois
$213K +$198K +2,644 New
ASN
564
Advisory Services Network
Georgia
$212K +$76.7K +1,024 +64%
SIA
565
Schechter Investment Advisors
Michigan
$211K +$196K +2,619 New
FCP
566
Fidelis Capital Partners
Florida
$210K +$195K +2,607 New
PCP
567
Proficio Capital Partners
Massachusetts
$210K -$51.8K -692 -21%
CFG
568
Citizens Financial Group
Rhode Island
$210K -$10K -134 -5%
DFCM
569
Dark Forest Capital Management
Puerto Rico
$208K +$193K +2,579 New
PAM
570
Panagora Asset Management
Massachusetts
$207K -$808K -10,795 -81%
XT
571
XTX Topco
Cayman Islands
$206K +$191K +2,548 New
BJL
572
Brighton Jones LLC
Washington
$205K +$190K +2,538 New
MAM
573
Madison Asset Management
Wisconsin
$203K +$188K +2,513 New
SI
574
Stephens Inc
Arkansas
$203K +$188K +2,509 New
BC
575
Bartlett & Co
Ohio
$198K