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CBRE Group
CBRE

Overview Fund Activity

702 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, 228 increasing their positions, 302 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
-3
Holders Change %
-0.43%
% 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
228
Reduced
302
Closed
71
Calls
$38.1M
Puts
$55.6M
Net Calls
-$17.5M
Net Calls Change
+$45.8M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$369M
2
GIM
Generation Investment Management
United Kingdom
$634M
3
Harris Associates
Harris Associates
Illinois
$1.19B
4
Citadel Advisors
Citadel Advisors
Florida
$101M
5
SCA
Southpoint Capital Advisors
New York
$72.6M

Top Sellers

1
BlackRock
BlackRock
New York
$2.26B
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.97B
3
Bank of America
Bank of America
North Carolina
$250M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$741M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$84.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
601
Private Trust Company
Ohio
$63.6K +$3.79K +47 +6%
TWC
602
TD Waterhouse Canada
Ontario, Canada
$63.1K +$4.52K +54 +8%
GM
603
GeoWealth Management
Illinois
$60K +$6.44K +80 +12%
MPWT
604
MassMutual Private Wealth & Trust
Connecticut
$59.2K +$25K +310 +73%
GBT
605
Grove Bank & Trust
Florida
$58.4K +$14K +174 +32%
MHR
606
Matthew Hamilton Rosenberg
$46.7K +$81 +1 +0.2%
DMBA
607
Deseret Mutual Benefit Administrators
Utah
$42.3K +$1.13K +14 +3%
LS
608
Livforsakringsbolaget Skandia
Sweden
$41.2K – – –
AWM
609
Atticus Wealth Management
Florida
$36.7K – – –
CFO
610
CVA Family Office
Colorado
$35.5K +$2.83K +35 +9%
SOW
611
State of Wyoming
Wyoming
$35K -$89.4K -1,108 -72%
EWA
612
EverSource Wealth Advisors
Alabama
$33.9K -$31.4K -389 -48%
GWS
613
Glassman Wealth Services
Virginia
$33.5K -$1.37K -17 -4%
SSG
614
Summit Securities Group
New York
$33K -$17.4K -214 -35%
CCA
615
Column Capital Advisors
Indiana
$32K -$20.7K -256 -39%
FRA
616
Front Row Advisors
California
$31K -$479 -6 -2%
SC
617
SouthState Corp
Florida
$28.2K – – –
JWM
618
Janiczek Wealth Management
Colorado
$27.7K +$484 +6 +2%
RMC
619
Resources Management Corp
Connecticut
$26K -$249K -3,060 -91%
ZB
620
Zions Bancorporation
Utah
$25.1K +$807 +10 +3%
C
621
Covestor
United Kingdom
$25K -$101K -1,218 -80%
SWM
622
Spire Wealth Management
Virginia
$24.9K +$645 +8 +3%
CAS
623
Coppell Advisory Solutions
Texas
$24.1K +$24.1K +300 New
FMTCOCP
624
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$24K – – –
BWL
625
Bogart Wealth LLC
Virginia
$23.6K – – –
23 24
25
26 27