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CBRE Group
CBRE

Overview Fund Activity

628 hedge funds and large institutions have $25.4B invested in CBRE Group in 2021 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 192 increasing their positions, 256 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+22
Holders Change %
+3.63%
% of All Funds
11.06%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
80
Increased
192
Reduced
256
Closed
53
Calls
$190M
Puts
$17.2M
Net Calls
+$173M
Net Calls Change
+$100M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$422M
2
BlackRock
BlackRock
New York
+$175M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$126M
4
Cohen & Steers
Cohen & Steers
New York
+$78.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$68.9M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$168M
2
Swedbank
Swedbank
Sweden
-$152M
3
CCM
Cantillon Capital Management
New York
-$149M
4
American Century Companies
American Century Companies
Missouri
-$106M
5
Principal Financial Group
Principal Financial Group
Iowa
-$99.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
401
Meridian Wealth Management
Kentucky
$504K – – –
OSAM
402
O'Shaughnessy Asset Management
Connecticut
$498K +$171K +2,156 +52%
VI
403
Vestcor Inc
New Brunswick, Canada
$494K -$11.5K -146 -2%
SAM
404
Sawgrass Asset Management
Florida
$482K -$13.5K -170 -3%
BF
405
BOK Financial
Oklahoma
$480K +$104K +1,315 +28%
Commonwealth Equity Services
406
Commonwealth Equity Services
Massachusetts
$478K +$35.1K +444 +8%
HA
407
Harbor Advisors
Florida
$475K – – –
RCAG
408
Rehmann Capital Advisory Group
Michigan
$459K -$1.51K -19 -0.3%
CG
409
Colony Group
Massachusetts
$451K -$12.3K -155 -3%
WIA
410
Wealthstreet Investment Advisors
Texas
$443K – – –
DCM
411
Dupont Capital Management
Delaware
$437K -$1.84M -23,282 -81%
LCS
412
Levin Capital Strategies
New York
$436K – – –
VCM
413
Vivaldi Capital Management
Illinois
$434K -$132K -1,533 -23%
SSWM
414
Smith Salley Wealth Management
North Carolina
$434K -$29.1K -368 -6%
WSTAM
415
Wilbanks Smith & Thomas Asset Management
Virginia
$426K +$7.12K +90 +2%
MAM
416
Madison Asset Management
Wisconsin
$424K – – –
JIC
417
Johnson Investment Counsel
Ohio
$423K -$554 -7 -0.1%
EWM
418
Empirical Wealth Management
Washington
$422K -$24.4K -309 -5%
TCM
419
Tuttle Capital Management
Connecticut
$421K -$333K -4,205 -44%
OIA
420
Optimum Investment Advisors
Illinois
$411K -$3.95K -50 -1%
W
421
WealthStone
Ohio
$408K +$9.41K +119 +2%
IA
422
IndexIQ Advisors
New York
$408K +$51.9K +656 +15%
PFO
423
Pathstone Family Office
New Jersey
$407K +$394K +4,981 +3,037%
LS
424
Livforsakringsbolaget Skandia
Sweden
$404K – – –
FCH
425
Freestone Capital Holdings
Washington
$404K +$35.3K +446 +10%
15 16
17
18 19