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CBRE Group
CBRE

Overview Fund Activity

695 hedge funds and large institutions have $22.6B invested in CBRE Group in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 267 increasing their positions, 283 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
-63
Holders Change %
-8.31%
% of All Funds
11.75%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
48
Increased
267
Reduced
283
Closed
99
Calls
$37.7M
Puts
$22.3M
Net Calls
+$15.4M
Net Calls Change
-$142M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$261M
2
VVP
Vulcan Value Partners
Alabama
$192M
3
RGREA
Ranger Global Real Estate Advisors
Colorado
$157M
4
Harris Associates
Harris Associates
Illinois
$845M
5
Holocene Advisors
Holocene Advisors
New York
$95.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$62.4M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$465M
3
Man Group
Man Group
United Kingdom
$107M
4
Artisan Partners
Artisan Partners
Wisconsin
$0
5
ZP
Zimmer Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
601
Allworth Financial
California
$35K +$29.8K +408 +567%
JWM
602
Janiczek Wealth Management
Colorado
$34K +$31.6K +372 +1,329%
AWM
603
Atticus Wealth Management
Florida
$33K +$33K +455 New
FMII
604
Farmers & Merchants Investments Inc
Nebraska
$32K – – –
SWM
605
SeaCrest Wealth Management
New York
$32K +$32K +440 New
SC
606
Seldon Capital
California
$31K – – –
PTC
607
Private Trust Company
Ohio
$31K +$31K +425 New
FRA
608
Front Row Advisors
California
$30K – – –
AWMS
609
Advocacy Wealth Management Services
Georgia
$29K +$7.41K +102 +34%
HFM
610
Harvest Fund Management
China
$28K -$92.6K -1,263 -77%
TFS
611
TrustCore Financial Services
Tennessee
$27K – – –
ZB
612
Zions Bancorporation
Utah
$27K +$74 +1 +0.3%
SC
613
SouthState Corp
Florida
$26K – – –
TAIM
614
TD Ameritrade Investment Management
Nebraska
$25K -$15.2K -203 -38%
WTA
615
Washington Trust Advisors
Massachusetts
$25K +$1.39K +19 +6%
SWM
616
Spire Wealth Management
Virginia
$24K -$7.75M -107,146 -100%
GWS
617
Glassman Wealth Services
Virginia
$24K +$3.73K +50 +18%
GLLW
618
Graves Light Lenhart Wealth
Virginia
$23K – – –
SC
619
Siena Capital
Ohio
$22K – – –
HR
620
Howe & Rusling
New York
$22K +$367 +5 +2%
CCA
621
Column Capital Advisors
Indiana
$20K – – –
HS
622
Horan Securities
United States
$19K +$4.85K +61 +34%
PK
623
Pflug Koory
Nebraska
$17K -$5.67K -75 -25%
GWSG
624
GPS Wealth Strategies Group
Colorado
$17K – – –
RG
625
Retirement Group
California
$17K +$8.5K +116 +100%
23 24
25
26 27