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CBRE Group

699 hedge funds and large institutions have $20.7B invested in CBRE Group in 2022 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 240 increasing their positions, 275 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $43.8M | Put options by funds: $17.4M

15% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 62

2.71% more ownership

Funds ownership: 93.92%96.63% (+2.7%)

0% more funds holding

Funds holding: 697699 (+2)

8% less capital invested

Capital invested by funds: $22.6B → $20.7B (-$1.91B)

13% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 275

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
699
Holders Change
+2
Holders Change %
+0.29%
% of All Funds
12.04%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
71
Increased
240
Reduced
275
Closed
62
Calls
$43.8M
Puts
$17.4M
Net Calls
+$26.3M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
576
IFP Advisors
Florida
$107K +$33.9K +428 +32%
PCM
577
Penserra Capital Management
California
$106K +$3.17K +40 +3%
BBHC
578
Brown Brothers Harriman & Co
New York
$105K
OIA
579
Optimum Investment Advisors
Illinois
$101K
QC
580
Quent Capital
New York
$98K +$7.77K +98 +7%
MAM
581
Meeder Asset Management
Ohio
$97K -$7.37K -93 -6%
ST
582
Smithfield Trust
Pennsylvania
$88K
AF
583
Allworth Financial
California
$80K +$56.3K +710 +148%
WPWM
584
Western Pacific Wealth Management
Illinois
$78K +$92K +1,160 New
UB
585
UMB Bank
Missouri
$75K -$15.1K -191 -15%
FHA
586
First Horizon Advisors
Tennessee
$71K -$52.9K -667 -39%
AA
587
Alta Advisers
United Kingdom
$68K +$79.3K +1,000 New
CAL
588
Capital Analysts LLC
Pennsylvania
$67K +$78.6K +992 New
AIC
589
Archer Investment Corporation
Indiana
$62.1K
DMBA
590
Deseret Mutual Benefit Administrators
Utah
$61K
MCM
591
Manchester Capital Management
Vermont
$56K
DCM
592
Dupont Capital Management
Delaware
$55K -$16K -202 -20%
AssetMark Inc
593
AssetMark Inc
California
$54K
TWA
594
TCI Wealth Advisors
Arizona
$53K +$793 +10 +1%
LC
595
Lindbrook Capital
California
$50K -$79 -1 -0.1%
TWC
596
TD Waterhouse Canada
Ontario, Canada
$49.2K -$60K -757 -52%
RMC
597
Resources Management Corp
Connecticut
$49K
APA
598
American Portfolios Advisors
New York
$47.5K
BWL
599
Bogart Wealth LLC
Virginia
$47K
LSA
600
Leonteq Securities AG
Switzerland
$45.1K +$53K +668 New