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CBRE Group

681 hedge funds and large institutions have $31.1B invested in CBRE Group in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 269 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

618% more call options, than puts

Call options by funds: $227M | Put options by funds: $31.7M

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

43% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 49

15% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 233

13% more capital invested

Capital invested by funds: $27.5B → $31.1B (+$3.59B)

2% more funds holding

Funds holding: 667681 (+14)

0.37% less ownership

Funds ownership: 95.61%95.24% (-0.37%)

Holders
681
Holders Change
+14
Holders Change %
+2.1%
% of All Funds
11.92%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
70
Increased
269
Reduced
233
Closed
49
Calls
$227M
Puts
$31.7M
Net Calls
+$196M
Net Calls Change
+$18.3M
Name Holding Trade Value Shares
Change
Change in
Stake
ET
401
Equitable Trust
Tennessee
$733K -$23.8K -256 -3%
BPA
402
Beacon Pointe Advisors
California
$730K +$697K +7,496 New
O
403
Ossiam
France
$718K -$5.57M -59,898 -89%
AAP
404
Arax Advisory Partners
Colorado
$706K -$3.25K -35 -0.5%
DA
405
Denali Advisors
California
$691K +$223K +2,400 +51%
NICM
406
Neo Ivy Capital Management
New York
$690K +$1.03M +11,063 +263%
IC
407
Inverness Counsel
New York
$689K +$311K +3,352 +90%
CC
408
Cypress Capital
Tennessee
$687K +$656K +7,056 New
FIM
409
Freedom Investment Management
Connecticut
$685K -$234K -2,520 -26%
WT
410
Whittier Trust
California
$681K +$37.5K +404 +6%
CCMG
411
Clark Capital Management Group
Pennsylvania
$678K -$12.5K -135 -2%
FPS
412
Fieldpoint Private Securities
Connecticut
$666K +$1.49K +16 +0.2%
Vontobel Holding
413
Vontobel Holding
Switzerland
$663K +$633K +6,807 New
JCIA
414
Jackson Creek Investment Advisors
Colorado
$660K +$630K +6,776 New
CWM
415
Cornerstone Wealth Management
Missouri
$656K -$5.2K -56 -0.8%
YMRC
416
Yorktown Management & Research Company
Virginia
$652K
MWM
417
Meridian Wealth Management
Kentucky
$645K +$23.2K +250 +4%
Fiera Capital (Canada)
418
Fiera Capital (Canada)
Quebec, Canada
$643K +$613K +6,600 New
RJT
419
Raymond James Trust
Florida
$629K +$17.8K +192 +3%
Lazard Asset Management
420
Lazard Asset Management
New York
$627K -$105K -1,125 -15%
CI Investments Inc
421
CI Investments Inc
Ontario, Canada
$626K -$279K -3,003 -32%
HI
422
Horizon Investments
North Carolina
$626K -$119K -1,285 -17%
CS
423
Comerica Securities
Michigan
$622K +$14K +151 +2%
BRWA
424
B. Riley Wealth Advisors
Florida
$621K +$229K +2,462 +63%
FCH
425
Freestone Capital Holdings
Washington
$615K +$139K +1,492 +31%