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 %
DAM
626
Delta Asset Management
Tennessee
$15.4K – – –
SA
627
SRH Advisors
Kansas
$14.8K – – –
ME
628
McIlrath & Eck
Washington
$14.8K – – –
BIA
629
Bell Investment Advisors
California
$14.4K – – –
RTC
630
Riverview Trust Company
Washington
$13.7K – – –
CB
631
CNB Bank
Pennsylvania
$13.7K – – –
CPG
632
Cornerstone Planning Group
New Jersey
$13.3K -$222 -3 -2%
OA
633
Operose Advisors
Wisconsin
$13.3K +$13.3K +180 New
CTC
634
Central Trust Company
Missouri
$12.4K +$12.4K +168 New
BCMLT
635
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.1K – – –
CG
636
Cutler Group
California
$12K -$58.9K -830 -83%
WPA
637
West Paces Advisors
Georgia
$11.7K – – –
SIC
638
Salem Investment Counselors
North Carolina
$10.1K – – –
CAC
639
Core Alternative Capital
Georgia
$10K – – –
JGIA
640
Jackson Grant Investment Advisers
Connecticut
$9.82K – – –
GKIM
641
GW&K Investment Management
Massachusetts
$9K +$211 +3 +2%
CAM
642
Close Asset Management
United Kingdom
$9K +$9K +125 New
SWA
643
Sutton Wealth Advisors
Florida
$8.72K +$591 +8 +7%
RG
644
Retirement Group
California
$8.57K – – –
JWA
645
JFS Wealth Advisors
Pennsylvania
$8.05K – – –
CT
646
Colonial Trust
South Carolina
$7.99K – – –
CFB
647
Cullen/Frost Bankers
Texas
$7.68K – – –
WIM
648
Westside Investment Management
California
$7.39K – – –
CCP
649
Carmel Capital Partners
California
$7.16K – – –
RA
650
Rational Advisors
New York
$6.62K – – –
24 25
26
27 28