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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
LNC
426
Lincoln National Corp
Pennsylvania
$208K
MGWM
427
Marks Group Wealth Management
Minnesota
$207K -$21.6K -473 -10%
Creative Planning
428
Creative Planning
Kansas
$205K +$199K +4,355 New
FB
429
Fulton Bank
Pennsylvania
$203K +$197K +4,324 New
OSAM
430
O'Shaughnessy Asset Management
Connecticut
$202K -$48.4K -1,060 -20%
SI
431
Stephens Inc
Arkansas
$201K -$20.5K -450 -10%
DILIC
432
Dai-ichi Life Insurance Company
Japan
$201K +$195K +4,283 New
CP
433
Covenant Partners
Tennessee
$200K -$18.7K -409 -9%
HNB
434
Huntington National Bank
Ohio
$191K -$19.7K -431 -10%
AA
435
Ancora Advisors
Ohio
$183K +$548 +12 +0.3%
FCH
436
Freestone Capital Holdings
Washington
$180K +$175K +3,839 New
FMT
437
First Mercantile Trust
Tennessee
$178K -$16.9K -371 -11%
PVH
438
Psagot Value Holdings
Israel
$174K
S
439
SignatureFD
Georgia
$171K -$8.26K -181 -5%
QCG
440
Quadrant Capital Group
Ohio
$161K -$6.02K -132 -4%
HDIM
441
Hanson & Doremus Investment Management
Vermont
$159K -$4.56K -100 -3%
M
442
Mirova
France
$155K +$134K +2,936 +825%
LS
443
Livforsakringsbolaget Skandia
Sweden
$151K
BC
444
Bartlett & Co
Ohio
$143K
BCWM
445
Bartlett & Co Wealth Management
Ohio
$143K
CAM
446
CenterStar Asset Management
Illinois
$132K
Bessemer Group
447
Bessemer Group
New Jersey
$130K -$30.1K -659 -19%
CAPTRUST Financial Advisors
448
CAPTRUST Financial Advisors
North Carolina
$130K +$19.2K +421 +18%
DZ Bank
449
DZ Bank
Germany
$127K -$40.2K -880 -25%
CFGS
450
Concourse Financial Group Securities
Alabama
$122K -$9.22K -202 -7%

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.