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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
IUHSA
601
Itau Unibanco Holding S.A.
Brazil
$66.4K +$61.6K +823 New
AssetMark Inc
602
AssetMark Inc
California
$64.6K
PTC
603
Private Trust Company
Ohio
$63.6K +$3.52K +47 +6%
TWC
604
TD Waterhouse Canada
Ontario, Canada
$63.1K +$4.04K +54 +8%
GM
605
GeoWealth Management
Illinois
$60K +$5.99K +80 +12%
MPWT
606
MassMutual Private Wealth & Trust
Connecticut
$59.2K +$23.2K +310 +73%
GBT
607
Grove Bank & Trust
Florida
$58.4K +$13K +174 +32%
LSA
608
Leonteq Securities AG
Switzerland
$58.4K +$8.91K +119 +20%
MHR
609
Matthew Hamilton Rosenberg
$46.6K +$75 +1 +0.2%
DMBA
610
Deseret Mutual Benefit Administrators
Utah
$42.3K +$1.05K +14 +3%
LS
611
Livforsakringsbolaget Skandia
Sweden
$41.2K
AWM
612
Atticus Wealth Management
Florida
$36.7K
CFO
613
CVA Family Office
Colorado
$35.5K +$2.62K +35 +9%
SOW
614
State of Wyoming
Wyoming
$35K -$83K -1,108 -72%
EWA
615
EverSource Wealth Advisors
Alabama
$33.9K -$29.1K -389 -48%
GWS
616
Glassman Wealth Services
Virginia
$33.5K -$1.27K -17 -4%
SSG
617
Summit Securities Group
New York
$33K -$16K -214 -35%
CCA
618
Column Capital Advisors
Indiana
$32K -$19.2K -256 -39%
FRA
619
Front Row Advisors
California
$31K -$449 -6 -2%
SC
620
SouthState Corp
Florida
$28.2K
JWM
621
Janiczek Wealth Management
Colorado
$27.7K +$449 +6 +2%
RMC
622
Resources Management Corp
Connecticut
$26K -$229K -3,060 -91%
ZB
623
Zions Bancorporation
Utah
$25.1K +$749 +10 +3%
C
624
Covestor
United Kingdom
$25K -$91.2K -1,218 -80%
SWM
625
Spire Wealth Management
Virginia
$24.9K +$599 +8 +3%