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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
BCMLT
651
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.1K
SIC
652
Salem Investment Counselors
North Carolina
$11.1K
CAC
653
Core Alternative Capital
Georgia
$11K +$973 +13 +11%
JGIA
654
Jackson Grant Investment Advisers
Connecticut
$10.7K -$28.1K -375 -74%
GKIM
655
GW&K Investment Management
Massachusetts
$10K +$9.36K +125 New
RG
656
Retirement Group
California
$9.36K
AP
657
Arlington Partners
Alabama
$8.88K -$9.36K -125 -53%
SWA
658
Sutton Wealth Advisors
Florida
$8.88K
JWA
659
JFS Wealth Advisors
Pennsylvania
$8.8K
CFB
660
Cullen/Frost Bankers
Texas
$8.39K -$33.5K -448 -81%
WIM
661
Westside Investment Management
California
$8.07K
CCP
662
Carmel Capital Partners
California
$7.83K
CT
663
Colonial Trust
South Carolina
$7.55K +$7.04K +94 New
FMP
664
Financial Management Professionals
Texas
$7K
RA
665
Rational Advisors
New York
$6.62K
FCAG
666
First Capital Advisors Group
New Jersey
$6.46K +$5.99K +80 New
AWM
667
Abound Wealth Management
Tennessee
$5.65K +$1.2K +16 +30%
CHA
668
Carmichael Hill & Associates
Maryland
$5K
CMP
669
Coston McIsaac & Partners
Maine
$5K
BFEC
670
Benjamin F. Edwards & Company
Missouri
$5K +$150 +2 +4%
APC
671
Aspire Private Capital
North Carolina
$4.84K +$75 +1 +2%
Kayne Anderson Rudnick Investment Management
672
Kayne Anderson Rudnick Investment Management
California
$4.6K
TCA
673
Trifecta Capital Advisors
Illinois
$4.44K
Capstone Investment Advisors
674
Capstone Investment Advisors
New York
$4.28K -$199K -2,658 -98%
MCM
675
Manchester Capital Management
Vermont
$3.88K -$64.7K -864 -95%