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CBRE Group
CBRE

Overview Fund Activity

705 hedge funds and large institutions have $22B invested in CBRE Group in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 265 increasing their positions, 247 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
705
Holders Change
+5
Holders Change %
+0.71%
% of All Funds
11.28%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
79
Increased
265
Reduced
247
Closed
66
Calls
$48.1M
Puts
$111M
Net Calls
-$63.3M
Net Calls Change
-$79.5M

Top Buyers

1
LCOV
London Company of Virginia
Virginia
+$127M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$79.2M
3
LPC
Long Pond Capital
New York
+$70M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$58.1M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$39.1M

Top Sellers

1
NAM
Nissay Asset Management
Japan
-$58.5M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$47.5M
3
SCA
Southpoint Capital Advisors
New York
-$38.5M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$37.7M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
601
TCI Wealth Advisors
Arizona
$50.9K +$73 +1 +0.1%
GM
602
GeoWealth Management
Illinois
$48K +$48K +665 New
CCA
603
Column Capital Advisors
Indiana
$47.5K – – –
IA
604
IFP Advisors
Florida
$46.1K -$10.3K -224 -18%
SSG
605
Summit Securities Group
New York
$45K +$21.8K +300 +94%
AAS
606
Ameritas Advisory Services
Nebraska
$43.5K +$43.5K +598 New
MHR
607
Matthew Hamilton Rosenberg
$42K – – –
AF
608
Allworth Financial
California
$40.7K +$5.83K +80 +17%
CFB
609
Cullen/Frost Bankers
Texas
$40.2K +$27.4K +376 +214%
GBT
610
Grove Bank & Trust
Florida
$40K +$6.48K +89 +19%
DMBA
611
Deseret Mutual Benefit Administrators
Utah
$37.1K – – –
LS
612
Livforsakringsbolaget Skandia
Sweden
$37.1K – – –
JGIA
613
Jackson Grant Investment Advisers
Connecticut
$37K +$1.02K +14 +3%
BAM
614
Belpointe Asset Management
Nevada
$36.3K +$13.3K +182 +57%
AWM
615
Atticus Wealth Management
Florida
$33.1K – – –
GWS
616
Glassman Wealth Services
Virginia
$31.5K +$2.11K +29 +7%
WEG
617
World Equity Group
Illinois
$31.3K +$31.3K +31,256 New
MPWT
618
MassMutual Private Wealth & Trust
Connecticut
$30.9K +$11.6K +160 +61%
CFO
619
CVA Family Office
Colorado
$29.5K +$13.1K +180 +80%
FRA
620
Front Row Advisors
California
$29K -$442 -6 -2%
SC
621
SouthState Corp
Florida
$25.5K – – –
JWM
622
Janiczek Wealth Management
Colorado
$23.9K -$1.77K -25 -7%
FMTCOCP
623
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K -$15.8K -215 -42%
ZB
624
Zions Bancorporation
Utah
$21.9K -$44.7K -614 -67%
SWM
625
Spire Wealth Management
Virginia
$21.9K +$2.48K +34 +13%
23 24
25
26 27