CBRE icon

CBRE Group
CBRE

Overview Fund Activity

692 hedge funds and large institutions have $22B invested in CBRE Group in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 231 increasing their positions, 280 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
692
Holders Change
-10
Holders Change %
-1.42%
% of All Funds
11.03%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
61
Increased
231
Reduced
280
Closed
65
Calls
$45.8M
Puts
$52.1M
Net Calls
-$6.27M
Net Calls Change
+$11.2M

Top Buyers

1
FCM
Farallon Capital Management
California
+$334M
2
Principal Financial Group
Principal Financial Group
Iowa
+$66.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$65.6M
4
MMH
Menora Mivtachim Holdings
Israel
+$53.2M
5
Holocene Advisors
Holocene Advisors
New York
+$49M

Top Sellers

1
VH
ValueAct Holdings
California
-$340M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$153M
3
Millennium Management
Millennium Management
New York
-$133M
4
LPC
Long Pond Capital
New York
-$86M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$51.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
DMBA
601
Deseret Mutual Benefit Administrators
Utah
$37.7K -$1.03K -14 -3%
LS
602
Livforsakringsbolaget Skandia
Sweden
$37.7K – – –
CSPIA
603
Cary Street Partners Investment Advisory
Virginia
$36.7K +$24.1K +326 +191%
AWM
604
Atticus Wealth Management
Florida
$33.6K – – –
GWS
605
Glassman Wealth Services
Virginia
$30.7K – – –
EWA
606
EverSource Wealth Advisors
Alabama
$29.2K -$1.77K -24 -6%
NA
607
NewEdge Advisors
Louisiana
$29K +$8.05K +109 +39%
CCA
608
Column Capital Advisors
Indiana
$28.6K -$665 -9 -2%
FRA
609
Front Row Advisors
California
$28.2K -$443 -6 -2%
SC
610
SouthState Corp
Florida
$25.9K – – –
JWM
611
Janiczek Wealth Management
Colorado
$25.3K – – –
AF
612
Allworth Financial
California
$25K +$3.62K +49 +17%
RMC
613
Resources Management Corp
Connecticut
$24K – – –
SWM
614
Spire Wealth Management
Virginia
$23.7K +$886 +12 +4%
CAS
615
Coppell Advisory Solutions
Texas
$23.1K – – –
ZB
616
Zions Bancorporation
Utah
$23K – – –
MCM
617
MV Capital Management
Maryland
$22.2K +$4.43K +60 +25%
FMTCOCP
618
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K – – –
BWL
619
Bogart Wealth LLC
Virginia
$21.6K – – –
GRP
620
Global Retirement Partners
California
$19.6K +$4.41K +62 +29%
C
621
Covestor
United Kingdom
$17K -$5.15K -70 -23%
GWSG
622
GPS Wealth Strategies Group
Colorado
$16.6K – – –
PK
623
Pflug Koory
Nebraska
$16.6K – – –
FMII
624
Farmers & Merchants Investments Inc
Nebraska
$16.4K – – –
AF
625
Advisornet Financial
Minnesota
$15.8K -$4.22K -57 -21%
23 24
25
26 27