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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 %
BWL
626
Bogart Wealth LLC
Virginia
$21.3K -$29.9K -410 -58%
AF
627
Advisornet Financial
Minnesota
$18.7K -$2.92K -40 -13%
MCM
628
MV Capital Management
Maryland
$17.5K +$2.26K +31 +15%
RFG
629
RFP Financial Group
Georgia
$17.5K – – –
AP
630
Arlington Partners
Alabama
$17.1K +$8.01K +110 +88%
AT
631
Avalon Trust
New Mexico
$16.7K +$16.7K +230 New
PK
632
Pflug Koory
Nebraska
$16.4K – – –
GWSG
633
GPS Wealth Strategies Group
Colorado
$16.4K +$16.4K +225 New
GRP
634
Global Retirement Partners
California
$16.4K -$21.4K -289 -57%
FMII
635
Farmers & Merchants Investments Inc
Nebraska
$16.2K – – –
DAM
636
Delta Asset Management
Tennessee
$15.2K – – –
SA
637
SRH Advisors
Kansas
$15K – – –
ME
638
McIlrath & Eck
Washington
$14.6K – – –
BIA
639
Bell Investment Advisors
California
$14K -$2.99K -41 -18%
Fuller & Thaler Asset Management
640
Fuller & Thaler Asset Management
California
$13.5K – – –
CB
641
CNB Bank
Pennsylvania
$13.5K – – –
HS
642
Horan Securities
United States
$13K – – –
CSPAM
643
Cary Street Partners Asset Management
Virginia
$12.7K – – –
HT
644
Headlands Technologies
Illinois
$12.7K +$12.7K +175 New
RTC
645
Riverview Trust Company
Washington
$12.3K – – –
RI
646
Ridgewood Investments
New Jersey
$11.9K +$11.9K +163 New
WPA
647
West Paces Advisors
Georgia
$11.6K – – –
BCMLT
648
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.9K – – –
DCP
649
Distillate Capital Partners
Illinois
$10.5K +$291 +4 +3%
ST
650
Sageworth Trust
Pennsylvania
$10.5K +$10.5K +144 New
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