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CBRE Group

557 hedge funds and large institutions have $15.1B invested in CBRE Group in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 165 increasing their positions, 252 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $27.2M

4% more capital invested

Capital invested by funds: $14.5B → $15.1B (+$516M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.36% less ownership

Funds ownership: 96.08%95.71% (-0.36%)

5% less funds holding

Funds holding: 585557 (-28)

34% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 74

35% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 252

Holders
557
Holders Change
-28
Holders Change %
-4.79%
% of All Funds
11.24%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
49
Increased
165
Reduced
252
Closed
74
Calls
$31.5M
Puts
$27.2M
Net Calls
+$4.26M
Net Calls Change
-$938K
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
376
Freedom Investment Management
Connecticut
$373K -$32K -701 -8%
APA
377
American Portfolios Advisors
New York
$369K -$2.19K -48 -0.6%
AWM
378
Avior Wealth Management
Nebraska
$366K -$82.1K -1,800 -19%
CCMG
379
Clark Capital Management Group
Pennsylvania
$350K -$9.4K -206 -3%
IG
380
ING Group
Netherlands
$349K +$339K +7,420 New
BCM
381
Bayesian Capital Management
New York
$348K +$338K +7,400 New
PI
382
PineBridge Investments
New York
$336K -$144K -3,156 -31%
ECM
383
ETrade Capital Management
Virginia
$327K -$380K -8,328 -55%
Commonwealth Equity Services
384
Commonwealth Equity Services
Massachusetts
$320K -$25.6K -562 -8%
FPS
385
Fieldpoint Private Securities
Connecticut
$320K
YMRC
386
Yorktown Management & Research Company
Virginia
$315K
ICP
387
Ironvine Capital Partners
Nebraska
$309K +$300K +6,570 New
MWM
388
Meridian Wealth Management
Kentucky
$305K +$2.28K +50 +0.8%
CBT
389
Capital Bank & Trust
California
$303K
SAM
390
Sawgrass Asset Management
Florida
$302K
Schroder Investment Management Group
391
Schroder Investment Management Group
United Kingdom
$299K -$3.82M -83,749 -93%
AC
392
Athanor Capital
New York
$298K +$290K +6,355 New
SIAS
393
Shine Investment Advisory Services
Colorado
$295K -$91 -2 -0%
RMC
394
Resources Management Corp
Connecticut
$286K -$30.8K -675 -10%
CAM
395
Cresset Asset Management
Illinois
$284K +$104K +2,269 +60%
HA
396
Harbor Advisors
Florida
$282K
Neuberger Berman Group
397
Neuberger Berman Group
New York
$281K -$127K -2,787 -30%
VFA
398
Voya Financial Advisors
Connecticut
$276K +$15.6K +341 +6%
FAAS
399
First Allied Advisory Services
California
$275K -$169K -3,704 -39%
SSWM
400
Smith Salley Wealth Management
North Carolina
$275K -$730 -16 -0.3%

CBRE Hedge Fund Activity: Q3 2020 in Review

557 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q3 2020, worth a combined $15.1B — up 3.5% from $14.5B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of CBRE and 49 opened new positions — a net loss of 25 holders — while 252 trimmed existing stakes and 165 added.

The largest buyer was Invesco, adding an estimated $309M. The largest seller was AJO LP, cutting an estimated $62M.

  • 557 institutional investors held CBRE Group (CBRE) as of Q3 2020, down from 585 in Q2 2020.
  • Funds reported $15.1B of CBRE Group stock for Q3 2020, up 3.5% quarter-over-quarter.
  • 49 funds opened new CBRE Group positions in Q3 2020 and 74 closed out, a net change of -25 holders.
  • The largest CBRE Group buyer in Q3 2020 was Invesco, an estimated $309M added.
  • The largest CBRE Group seller in Q3 2020 was AJO LP, an estimated $62M sold.

Based on aggregated 13F filings for Q3 2020.