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CBRE Group
CBRE

Overview Fund Activity

692 hedge funds and large institutions have $22B invested in CBRE Group in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 231 increasing their positions, 280 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
692
Holders Change
-10
Holders Change %
-1.42%
% of All Funds
11.03%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
61
Increased
231
Reduced
280
Closed
65
Calls
$45.8M
Puts
$52.1M
Net Calls
-$6.27M
Net Calls Change
+$11.2M

Top Buyers

1
FCM
Farallon Capital Management
California
+$334M
2
Principal Financial Group
Principal Financial Group
Iowa
+$66.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$65.6M
4
MMH
Menora Mivtachim Holdings
Israel
+$53.2M
5
Holocene Advisors
Holocene Advisors
New York
+$49M

Top Sellers

1
VH
ValueAct Holdings
California
-$340M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$153M
3
Millennium Management
Millennium Management
New York
-$133M
4
LPC
Long Pond Capital
New York
-$86M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGFC
551
Peapack-Gladstone Financial Corp
New Jersey
$220K – – –
EG
552
Ellerson Group
Maryland
$215K +$215K +2,915 New
Credit Agricole
553
Credit Agricole
France
$215K +$215K +2,914 New
JIC
554
Johnson Investment Counsel
Ohio
$215K -$2.81K -38 -1%
CFA
555
Cahill Financial Advisors
Minnesota
$215K -$739 -10 -0.3%
FFM
556
Forum Financial Management
Illinois
$212K – – –
MAS
557
Meeder Advisory Services
Ohio
$212K -$44.1K -597 -17%
HWA
558
Heritage Wealth Advisors
Virginia
$212K – – –
I
559
IMPACTfolio
Colorado
$211K +$4.73K +64 +2%
MA
560
MONECO Advisors
Connecticut
$210K +$2.73K +37 +1%
GA
561
Geller Advisors
New York
$210K +$210K +2,838 New
SIA
562
Schechter Investment Advisors
Michigan
$206K +$12.4K +168 +6%
HI
563
Humankind Investments
New York
$203K -$16.9K -229 -8%
CFGS
564
Concourse Financial Group Securities
Alabama
$199K -$3.18K -43 -2%
GIA
565
GHP Investment Advisors
Colorado
$188K – – –
BCWM
566
Bartlett & Co Wealth Management
Ohio
$181K – – –
BC
567
Bartlett & Co
Ohio
$181K – – –
PPC
568
Park Place Capital
Alabama
$175K -$960 -13 -0.5%
UB
569
UMB Bank
Missouri
$173K – – –
EWM
570
Evermay Wealth Management
Virginia
$149K – – –
WPWM
571
Western Pacific Wealth Management
Illinois
$139K +$14.8K +200 +12%
SIM
572
Sentry Investment Management
Wisconsin
$133K -$23.6K -320 -15%
BAAM
573
Baker Avenue Asset Management
California
$129K -$222 -3 -0.2%
DFA
574
DHJJ Financial Advisors
Illinois
$119K +$119K +1,616 New
GM
575
GeoWealth Management
Illinois
$113K +$58K +786 +106%
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