CBRE icon

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 %
I
551
IMPACTfolio
Colorado
$226K +$226K +2,795 New
VI
552
Versor Investments
New York
$224K -$615K -7,621 -73%
P
553
Pitcairn
Pennsylvania
$223K +$223K +2,760 New
GIA
554
GHP Investment Advisors
Colorado
$222K – – –
BRWA
555
B. Riley Wealth Advisors
Florida
$221K -$40.4K -500 -15%
CFGS
556
Concourse Financial Group Securities
Alabama
$220K +$21.6K +267 +11%
SC
557
Savant Capital
Illinois
$218K -$25.7K -318 -11%
CCA
558
Checchi Capital Advisers
California
$215K +$215K +2,666 New
BAM
559
Blueshift Asset Management
New Jersey
$215K +$215K +2,663 New
PMG
560
ProVise Management Group
Florida
$214K +$214K +2,654 New
VSQM
561
V-Square Quantitative Management
Illinois
$213K +$213K +2,644 New
ASN
562
Advisory Services Network
Georgia
$212K +$82.6K +1,024 +64%
SIA
563
Schechter Investment Advisors
Michigan
$211K +$211K +2,619 New
FCP
564
Fidelis Capital Partners
Florida
$210K +$210K +2,607 New
PCP
565
Proficio Capital Partners
Massachusetts
$210K -$55.9K -692 -21%
CFG
566
Citizens Financial Group
Rhode Island
$210K -$10.8K -134 -5%
DFCM
567
Dark Forest Capital Management
Puerto Rico
$208K +$208K +2,579 New
PAM
568
Panagora Asset Management
Massachusetts
$207K -$871K -10,795 -81%
XT
569
XTX Topco
Cayman Islands
$206K +$206K +2,548 New
BJL
570
Brighton Jones LLC
Washington
$205K +$205K +2,538 New
MAM
571
Madison Asset Management
Wisconsin
$203K +$203K +2,513 New
SI
572
Stephens Inc
Arkansas
$203K +$203K +2,509 New
BC
573
Bartlett & Co
Ohio
$198K – – –
BCWM
574
Bartlett & Co Wealth Management
Ohio
$198K – – –
HIA
575
Harbor Investment Advisory
Maryland
$195K – – –
21 22
23
24 25