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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
BCWM
576
Bartlett & Co Wealth Management
Ohio
$198K
HIA
577
Harbor Investment Advisory
Maryland
$195K
PPC
578
Park Place Capital
Alabama
$192K -$6.07K -81 -3%
UB
579
UMB Bank
Missouri
$189K
BF
580
BOK Financial
Oklahoma
$178K -$425K -5,675 -72%
SIM
581
Sentry Investment Management
Wisconsin
$171K
EWM
582
Evermay Wealth Management
Virginia
$163K
BAAM
583
Baker Avenue Asset Management
California
$142K -$524 -7 -0.4%
WPWM
584
Western Pacific Wealth Management
Illinois
$136K
WTC
585
WhitTier Trust Company
Nevada
$130K +$299 +4 +0.2%
AIM
586
Anchor Investment Management
South Carolina
$124K -$93.6K -1,250 -45%
FCA
587
FinTrust Capital Advisors
South Carolina
$121K
BBHC
588
Brown Brothers Harriman & Co
New York
$117K -$8.91K -119 -8%
ST
589
Smithfield Trust
Pennsylvania
$103K
BTI
590
Blue Trust Inc
Georgia
$96K -$435K -5,808 -81%
FFA
591
Farther Finance Advisors
California
$90.9K +$374 +5 +0.4%
OIA
592
Optimum Investment Advisors
Illinois
$88.8K
QC
593
Quent Capital
New York
$88.2K
AA
594
Alta Advisers
United Kingdom
$80.7K
CG
595
Cutler Group
California
$80K +$74.8K +999 New
IA
596
IFP Advisors
Florida
$79.5K -$1.12K -15 -2%
CAL
597
Capital Analysts LLC
Pennsylvania
$78K -$20.5K -274 -22%
FHA
598
First Horizon Advisors
Tennessee
$74K -$19.4K -259 -22%
LC
599
Lindbrook Capital
California
$72.7K +$2.25K +30 +3%
CI Investments Inc
600
CI Investments Inc
Ontario, Canada
$69K +$4.34K +58 +7%