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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 %
GI
676
Gradient Investments
Minnesota
$2.58K +$2.58K +32 New
HI
677
Harbour Investments
Wisconsin
$2.34K +$888 +11 +61%
M
678
MOTCO
Texas
$2.34K +$2.34K +29 New
WT
679
Washington Trust
Rhode Island
$2.26K -$81 -1 -3%
DI
680
Disciplined Investments
Oklahoma
$2.1K -$161 -2 -7%
BG
681
Bollard Group
Massachusetts
$2K +$2K +30 New
SIC
682
SJS Investment Consulting
Ohio
$1.86K +$242 +3 +15%
PWMG
683
Prestige Wealth Management Group
New Jersey
$1.78K – – –
BAM
684
Bellevue Asset Management
Washington
$1.78K – – –
DWA
685
Delos Wealth Advisors
Texas
$1.37K – – –
SIS
686
Sound Income Strategies
Florida
$1.29K – – –
NSIM
687
North Star Investment Management
Illinois
$1.13K – – –
CA
688
Centerpoint Advisors
Massachusetts
$1K – – –
TFGT
689
TS Financial Group (TSFG)
Illinois
$1K – – –
AW
690
Avion Wealth
Texas
$1K +$1K +20 New
WWM
691
Wolff Wiese Magana
California
$808 – – –
CA
692
Crewe Advisors
Utah
$808 +$808 +10 New
BWM
693
Baystate Wealth Management
Massachusetts
$807 – – –
FGAM
694
Financial Gravity Asset Management
Texas
$693 +$693 +81 New
CWC
695
Carolinas Wealth Consulting
North Carolina
$565 – – –
TWD
696
True Wealth Design
Ohio
$485 – – –
VWM
697
Venturi Wealth Management
Texas
$485 +$485 +6 New
UFF
698
USA Financial Formulas
Michigan
$404 – – –
LSA
699
Lansing Street Advisors
Pennsylvania
$340 – – –
OP
700
ORG Partners
Indiana
$327 +$327 +4 New
26 27
28
29 30