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CBRE Group
CBRE

Overview Fund Activity

695 hedge funds and large institutions have $22.6B invested in CBRE Group in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 267 increasing their positions, 283 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
-63
Holders Change %
-8.31%
% of All Funds
11.75%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
48
Increased
267
Reduced
283
Closed
99
Calls
$37.7M
Puts
$22.3M
Net Calls
+$15.4M
Net Calls Change
-$142M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$261M
2
VVP
Vulcan Value Partners
Alabama
$192M
3
RGREA
Ranger Global Real Estate Advisors
Colorado
$157M
4
Harris Associates
Harris Associates
Illinois
$845M
5
Holocene Advisors
Holocene Advisors
New York
$95.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$62.4M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$465M
3
Man Group
Man Group
United Kingdom
$107M
4
Artisan Partners
Artisan Partners
Wisconsin
$0
5
ZP
Zimmer Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
651
MUFG Americas
New York
$5K – – –
CHA
652
Carmichael Hill & Associates
Maryland
$5K – – –
FMP
653
Financial Management Professionals
Texas
$5K +$1.45K +18 +41%
TWP
654
TFO Wealth Partners
Ohio
$5K +$5K +65 New
CWM
655
Curi Wealth Management
North Carolina
$5K +$4.66K +69 +1,380%
HFS
656
Heritage Financial Services
Massachusetts
$5K +$5K +70 New
CMP
657
Coston McIsaac & Partners
Maine
$5K +$5K +72 New
ETI
658
Enterprise Trust & Investment
California
$4K +$4K +51 New
APC
659
Aspire Private Capital
North Carolina
$4K +$4K +59 New
CI Investments Inc
660
CI Investments Inc
Ontario, Canada
$3K -$77 -1 -3%
VNA
661
Valley National Advisers
Pennsylvania
$3K – – –
GKIM
662
GW&K Investment Management
Massachusetts
$3K +$2.03K +27 +208%
SFG
663
Steward Financial Group
Texas
$3K +$3K +42 New
BPC
664
Banque Pictet & Cie
Switzerland
$2.63K -$138 -1,879 -5%
EBA
665
Eagle Bay Advisors
New York
$2.28K +$2.28K +31 New
FPS
666
Fieldpoint Private Securities
Connecticut
$2K -$546K -6,821 -100%
PWMG
667
Prestige Wealth Management Group
New Jersey
$2K – – –
SIS
668
Sound Income Strategies
Florida
$2K – – –
SC
669
Sierra Capital
Florida
$2K – – –
PP
670
Pacifica Partners
Canada
$2K – – –
KFP
671
KB Financial Partners
New Jersey
$2K – – –
BAM
672
Bellevue Asset Management
Washington
$2K +$190 +2 +11%
WT
673
Washington Trust
Rhode Island
$2K +$138 +2 +7%
SC
674
Schubert & Co
Texas
$2K +$727 +12 +57%
GAG
675
Goodman Advisory Group
Massachusetts
$2K +$2K +22 New
25 26
27
28 29