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
KWM
751
Kolinsky Wealth Management
New Jersey
-$218K -2,992 Closed
EG
752
Ellerson Group
Maryland
-$202K -2,775 Closed
ECG
753
Edge Capital Group
Georgia
-$157K -2,160 Closed
AG
754
AIA Group
Hong Kong
-$122K -1,680 Closed
TWA
755
TCI Wealth Advisors
Arizona
-$50.9K -699 Closed
AAS
756
Ameritas Advisory Services
Nebraska
-$43.5K -598 Closed
BAM
757
Belpointe Asset Management
Nevada
-$36.3K -499 Closed
AT
758
Avalon Trust
New Mexico
-$16.7K -230 Closed
CSPAM
759
Cary Street Partners Asset Management
Virginia
-$12.7K -175 Closed
HT
760
Headlands Technologies
Illinois
-$12.7K -175 Closed
ST
761
Sageworth Trust
Pennsylvania
-$10.5K -144 Closed
SFG
762
Steward Financial Group
Texas
-$9K -129 Closed
GCM
763
Gladius Capital Management
Illinois
-$8.3K -114 Closed
PB
764
Pinnacle Bancorp
Nebraska
-$5.46K -75 Closed
SC
765
Schubert & Co
Texas
-$3.64K -50 Closed
MAM
766
Meeder Asset Management
Ohio
-$3.35K -46 Closed
WTA
767
Washington Trust Advisors
Massachusetts
-$3.35K -46 Closed
EBA
768
Eagle Bay Advisors
New York
-$2.26K -31 Closed
SSB
769
Sandy Spring Bank
Maryland
-$2.19K -30 Closed
MBFW
770
Morton Brown Family Wealth
Pennsylvania
-$1.82K -25 Closed
ETC
771
Exchange Traded Concepts
Oklahoma
-$1.17K -16 Closed
AWM
772
Accel Wealth Management
Iowa
-$1.09K -15 Closed
HPC
773
HM Payson & Co
Maine
-$1.09K -15 Closed
CBT
774
Central Bank & Trust
Kentucky
-$582 -8 Closed
TFA
775
Toth Financial Advisory
Virginia
-$437 -6 Closed