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CBRE Group
CBRE

Overview Fund Activity

456 hedge funds and large institutions have $10.4B invested in CBRE Group in 2016 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
-5
Holders Change %
-1.08%
% of All Funds
11.42%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.4%
New
71
Increased
163
Reduced
171
Closed
68
Calls
$18M
Puts
$8.79M
Net Calls
+$9.2M
Net Calls Change
+$12.6M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
+$236M
2
VH
ValueAct Holdings
California
+$228M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$152M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$47.5M
5
HCM
Hitchwood Capital Management
New York
+$44.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$171M
2
GFA
Gallagher Fiduciary Advisors
Illinois
-$119M
3
Ameriprise
Ameriprise
Minnesota
-$116M
4
HCM
Herndon Capital Management
Georgia
-$43.2M
5
CCM
Criterion Capital Management
California
-$39.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
401
Creative Planning
Kansas
$62K +$20.8K +662 +51%
National Pension Service
402
National Pension Service
South Korea
$60K +$44.3K +1,414 +283%
FNBT
403
FineMark National Bank & Trust
Florida
$59K – – –
PRS
404
Pinkerton Retirement Specialists
Idaho
$48K -$686 -22 -1%
GIC
405
GFI Investment Counsel
Ontario, Canada
$47K +$47K +1,500 New
SFG
406
SevenBridge Financial Group
Pennsylvania
$46K – – –
EDRH
407
Edmond de Rothschild Holding
Switzerland
$43K – – –
MUS
408
Mitsubishi UFJ Securities
Japan
$42K -$21.3K -680 -34%
MFS
409
MSI Financial Services
Massachusetts
$42K +$2.81K +90 +7%
PMFA
410
Plante Moran Financial Advisors
Michigan
$40K +$40K +1,263 New
GLI
411
Guardian Life Insurance
New York
$36K +$1.88K +60 +6%
YWP
412
YorkBridge Wealth Partners
New York
$34K +$34K +1,165 New
AC
413
Alexandria Capital
Virginia
$31K -$31K -1,000 -50%
PIA
414
Piedmont Investment Advisors
North Carolina
$26.7K +$26.6K +844 +16,880%
MCM
415
Manchester Capital Management
Vermont
$26K – – –
FMII
416
Farmers & Merchants Investments Inc
Nebraska
$26K +$441 +14 +2%
FANJ
417
Financial Architects (New Jersey)
New Jersey
$26K +$10.3K +320 +66%
FHA
418
First Horizon Advisors
Tennessee
$23K – – –
PG
419
Patten Group
Tennessee
$23K – – –
GWM
420
Geneos Wealth Management
Colorado
$23K – – –
TWA
421
TCI Wealth Advisors
Arizona
$21K -$1.61K -52 -7%
Lazard Asset Management
422
Lazard Asset Management
New York
$20K -$925K -30,634 -98%
MWM
423
MinichMacGregor Wealth Management
New York
$19K – – –
Bessemer Group
424
Bessemer Group
New Jersey
$19K +$16.4K +519 +641%
Parallax Volatility Advisers
425
Parallax Volatility Advisers
California
$18K +$18K +578 New
15 16
17
18 19