CBRE icon

CBRE Group
CBRE

Overview Fund Activity

758 hedge funds and large institutions have $28.6B invested in CBRE Group in 2022 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 297 increasing their positions, 280 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
758
Holders Change
-18
Holders Change %
-2.32%
% of All Funds
12%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
74
Increased
297
Reduced
280
Closed
84
Calls
$234M
Puts
$76.6M
Net Calls
+$157M
Net Calls Change
-$58.8M

Top Buyers

1
Millennium Management
Millennium Management
New York
$184M
2
Vanguard Group
Vanguard Group
Pennsylvania
$4.86B
3
Renaissance Technologies
Renaissance Technologies
New York
$121M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$430M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$86.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$957M
2
American Century Companies
American Century Companies
Missouri
$14.8M
3
FPP
Findlay Park Partners
United Kingdom
$256M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$104M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$457M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
726
Janiczek Wealth Management
Colorado
$3K – – –
KFP
727
KB Financial Partners
New Jersey
$3K – – –
SC
728
Sierra Capital
Florida
$3K – – –
PP
729
Pacifica Partners
Canada
$3K – – –
SIS
730
Sound Income Strategies
Florida
$3K +$1.55K +17 +106%
CI
731
Cordant Inc
Oregon
$3K +$3K +38 New
MGIM
732
M&G Investment Management
United Kingdom
$2.29K +$30 +323 +1%
PMFA
733
Plante Moran Financial Advisors
Michigan
$2K -$32.8K -427 -94%
SC
734
Schubert & Co
Texas
$2K -$286 -3 -13%
BAM
735
Bellevue Asset Management
Washington
$2K -$211 -2 -10%
WWM
736
Wolff Wiese Magana
California
$2K – – –
CFB
737
Cullen/Frost Bankers
Texas
$2K – – –
CAM
738
ClariVest Asset Management
California
$2K – – –
S
739
Surevest
California
$2K – – –
PWMG
740
Prestige Wealth Management Group
New Jersey
$2K – – –
BA
741
Bellwether Advisors
Nebraska
$2K – – –
WT
742
Washington Trust
Rhode Island
$2K +$74 +1 +4%
AA
743
Addison Advisors
Vermont
$2K +$609 +7 +44%
ADL
744
Asset Dedication LLC
California
$2K +$2K +17 New
SIC
745
SJS Investment Consulting
Ohio
$2K +$2K +23 New
DI
746
Disciplined Investments
Oklahoma
$2K +$2K +24 New
BWM
747
Baystate Wealth Management
Massachusetts
$1K – – –
TFGT
748
TS Financial Group (TSFG)
Illinois
$1K – – –
CWC
749
Carolinas Wealth Consulting
North Carolina
$1K – – –
GKIM
750
GW&K Investment Management
Massachusetts
$1K +$1K +13 New
28 29
30
31 32