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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
CAS
626
Coppell Advisory Solutions
Texas
$24.1K +$22.5K +300 New
FMTCOCP
627
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$24K
BWL
628
Bogart Wealth LLC
Virginia
$23.6K
AF
629
Allworth Financial
California
$23.4K -$20.1K -269 -48%
NA
630
NewEdge Advisors
Louisiana
$22.8K -$360K -4,809 -94%
AF
631
Advisornet Financial
Minnesota
$21.9K +$1.05K +14 +5%
MCM
632
MV Capital Management
Maryland
$19.4K -$75 -1 -0.4%
GWSG
633
GPS Wealth Strategies Group
Colorado
$18.2K
PK
634
Pflug Koory
Nebraska
$18.2K
PP
635
Pacifica Partners
Canada
$18K +$6.36K +85 +63%
FMII
636
Farmers & Merchants Investments Inc
Nebraska
$17.9K
GRP
637
Global Retirement Partners
California
$17.3K -$524 -7 -3%
DAM
638
Delta Asset Management
Tennessee
$16.9K
ME
639
McIlrath & Eck
Washington
$16.1K
BIA
640
Bell Investment Advisors
California
$15.7K +$225 +3 +2%
RTC
641
Riverview Trust Company
Washington
$15K +$1.27K +17 +10%
CB
642
CNB Bank
Pennsylvania
$14.9K
Fuller & Thaler Asset Management
643
Fuller & Thaler Asset Management
California
$14.9K
CPG
644
Cornerstone Planning Group
New Jersey
$14.8K +$13.7K +183 New
SA
645
SRH Advisors
Kansas
$14.6K
HS
646
Horan Securities
United States
$14.4K
CSPIA
647
Cary Street Partners Investment Advisory
Virginia
$13.8K +$6.07K +81 +90%
RI
648
Ridgewood Investments
New Jersey
$13.2K
DCP
649
Distillate Capital Partners
Illinois
$13K +$1.27K +17 +12%
WPA
650
West Paces Advisors
Georgia
$12.8K