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CBRE Group
CBRE

Overview Fund Activity

702 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, 228 increasing their positions, 302 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
702
Holders Change
-3
Holders Change %
-0.43%
% 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
228
Reduced
302
Closed
71
Calls
$38.1M
Puts
$55.6M
Net Calls
-$17.5M
Net Calls Change
+$45.8M

Top Buyers

1
Viking Global Investors
Viking Global Investors
Connecticut
$369M
2
GIM
Generation Investment Management
United Kingdom
$634M
3
Harris Associates
Harris Associates
Illinois
$1.19B
4
Citadel Advisors
Citadel Advisors
Florida
$101M
5
SCA
Southpoint Capital Advisors
New York
$72.6M

Top Sellers

1
BlackRock
BlackRock
New York
$2.26B
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.97B
3
Bank of America
Bank of America
North Carolina
$250M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$741M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$84.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JGIA
651
Jackson Grant Investment Advisers
Connecticut
$10.7K -$30.3K -375 -74%
GKIM
652
GW&K Investment Management
Massachusetts
$10K +$10K +125 New
RG
653
Retirement Group
California
$9.36K – – –
AP
654
Arlington Partners
Alabama
$8.88K -$10.1K -125 -53%
SWA
655
Sutton Wealth Advisors
Florida
$8.88K – – –
JWA
656
JFS Wealth Advisors
Pennsylvania
$8.8K – – –
CFB
657
Cullen/Frost Bankers
Texas
$8.39K -$36.2K -448 -81%
WIM
658
Westside Investment Management
California
$8.07K – – –
CCP
659
Carmel Capital Partners
California
$7.83K – – –
CT
660
Colonial Trust
South Carolina
$7.55K +$7.55K +94 New
FMP
661
Financial Management Professionals
Texas
$7K – – –
RA
662
Rational Advisors
New York
$6.62K – – –
FCAG
663
First Capital Advisors Group
New Jersey
$6.46K +$6.46K +80 New
AWM
664
Abound Wealth Management
Tennessee
$5.65K +$1.29K +16 +30%
CHA
665
Carmichael Hill & Associates
Maryland
$5.01K – – –
CMP
666
Coston McIsaac & Partners
Maine
$5K – – –
BFEC
667
Benjamin F. Edwards & Company
Missouri
$5K +$169 +2 +4%
APC
668
Aspire Private Capital
North Carolina
$4.84K +$81 +1 +2%
Kayne Anderson Rudnick Investment Management
669
Kayne Anderson Rudnick Investment Management
California
$4.6K – – –
TCA
670
Trifecta Capital Advisors
Illinois
$4.44K – – –
Capstone Investment Advisors
671
Capstone Investment Advisors
New York
$4.28K -$215K -2,658 -98%
MCM
672
Manchester Capital Management
Vermont
$3.88K -$69.8K -864 -95%
RFG
673
RFP Financial Group
Georgia
$3.63K -$15.7K -195 -81%
KFP
674
KB Financial Partners
New Jersey
$3K – – –
HI
675
Hoey Investments
Pennsylvania
$2.58K – – –
25 26
27
28 29