We are live on ! Find out more
CBRE icon

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
RFG
676
RFP Financial Group
Georgia
$3.63K -$14.6K -195 -81%
KFP
677
KB Financial Partners
New Jersey
$3K
HI
678
Hoey Investments
Pennsylvania
$2.58K
GI
679
Gradient Investments
Minnesota
$2.58K +$2.4K +32 New
HI
680
Harbour Investments
Wisconsin
$2.34K +$824 +11 +61%
M
681
MOTCO
Texas
$2.34K +$2.17K +29 New
WT
682
Washington Trust
Rhode Island
$2.26K -$75 -1 -3%
DI
683
Disciplined Investments
Oklahoma
$2.1K -$150 -2 -7%
BG
684
Bollard Group
Massachusetts
$2K +$2.25K +30 New
SIC
685
SJS Investment Consulting
Ohio
$1.86K +$225 +3 +15%
PWMG
686
Prestige Wealth Management Group
New Jersey
$1.78K
BAM
687
Bellevue Asset Management
Washington
$1.77K
DWA
688
Delos Wealth Advisors
Texas
$1.37K
SIS
689
Sound Income Strategies
Florida
$1.29K
NSIM
690
North Star Investment Management
Illinois
$1.13K
CA
691
Centerpoint Advisors
Massachusetts
$1K
TFGT
692
TS Financial Group (TSFG)
Illinois
$1K
AW
693
Avion Wealth
Texas
$1K +$1.5K +20 New
WWM
694
Wolff Wiese Magana
California
$808
CA
695
Crewe Advisors
Utah
$808 +$749 +10 New
BWM
696
Baystate Wealth Management
Massachusetts
$807
FGAM
697
Financial Gravity Asset Management
Texas
$693 +$6.07K +81 New
CWC
698
Carolinas Wealth Consulting
North Carolina
$565
TWD
699
True Wealth Design
Ohio
$485
VWM
700
Venturi Wealth Management
Texas
$485 +$449 +6 New