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CBRE Group
CBRE

Overview Fund Activity

501 hedge funds and large institutions have $12.3B invested in CBRE Group in 2017 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 160 increasing their positions, 202 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
501
Holders Change
+28
Holders Change %
+5.92%
% of All Funds
12.51%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.37%
New
64
Increased
160
Reduced
202
Closed
27
Calls
$7.26M
Puts
$28.6M
Net Calls
-$21.3M
Net Calls Change
-$955K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$83.6M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$81.2M
3
Bank of America
Bank of America
North Carolina
+$49.8M
4
JIM
Jupiter Investment Management
United Kingdom
+$42.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$36.7M

Top Sellers

1
VH
ValueAct Holdings
California
-$208M
2
Morgan Stanley
Morgan Stanley
New York
-$35M
3
Harris Associates
Harris Associates
Illinois
-$33M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$30.9M
5
Franklin Resources
Franklin Resources
California
-$25.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
451
First Horizon Advisors
Tennessee
$31K – – –
GBT
452
Grove Bank & Trust
Florida
$31K – – –
MCM
453
Manchester Capital Management
Vermont
$31K – – –
TWA
454
TCI Wealth Advisors
Arizona
$26K – – –
GLI
455
Guardian Life Insurance
New York
$26K +$566 +15 +2%
RE
456
RBC Europe
United Kingdom
$25.6K +$25.6K +675 New
BGIM
457
Brandywine Global Investment Management
Pennsylvania
$25K +$25K +655 New
MWM
458
MinichMacGregor Wealth Management
New York
$24K – – –
BDWM
459
Brewin Dolphin Wealth Management
Ireland
$23.5K +$23.5K +620 New
WT
460
Whittier Trust
California
$22K – – –
WA
461
Winfield Associates
Ohio
$20K +$20K +526 New
MFBTD
462
MB Financial Bank - Trust Department
Illinois
$19K – – –
WC
463
Whitnell & Co
Illinois
$19K +$19K +500 New
GWM
464
Geneos Wealth Management
Colorado
$18K – – –
FMA
465
FNY Managed Accounts
New York
$18K +$18K +488 New
TDC
466
Thompson Davis & Co
Virginia
$15K – – –
TRCT
467
Tower Research Capital (TRC)
New York
$13K -$10.1K -259 -44%
HR
468
Howe & Rusling
New York
$13K – – –
CFA
469
Carroll Financial Associates
North Carolina
$13K – – –
CAM
470
Close Asset Management
United Kingdom
$12K – – –
VFA
471
Valeo Financial Advisors
Indiana
$12K +$12K +324 New
IP
472
Intellectus Partners
California
$11K – – –
DBT
473
Dubuque Bank & Trust
Iowa
$9K – – –
ACM
474
Aviance Capital Management
Florida
$9K – – –
Carson Wealth (CWM LLC)
475
Carson Wealth (CWM LLC)
Nebraska
$9K +$9K +233 New
17 18
19
20 21