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CBRE Group
CBRE

Overview Fund Activity

637 hedge funds and large institutions have $19.4B invested in CBRE Group in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 231 increasing their positions, 223 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
Holders Change
+29
Holders Change %
+4.77%
% of All Funds
12.58%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.28%
New
92
Increased
231
Reduced
223
Closed
49
Calls
$17.4M
Puts
$7.05M
Net Calls
+$10.3M
Net Calls Change
+$213M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$173M
2
Truist Financial
Truist Financial
North Carolina
+$157M
3
Swedbank
Swedbank
Sweden
+$146M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$69.2M
5
CB
Cooke & Bieler
Pennsylvania
+$57M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$99M
2
OAC
OMERS Administration Corp
Ontario, Canada
-$73.2M
3
Lazard Asset Management
Lazard Asset Management
New York
-$64.2M
4
Cohen & Steers
Cohen & Steers
New York
-$57M
5
SOMRS
State of Michigan Retirement System
Michigan
-$54.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFW
451
Omnia Family Wealth
Florida
$334K +$37.5K +613 +13%
EWA
452
EP Wealth Advisors
California
$313K -$134K -2,188 -30%
Bessemer Group
453
Bessemer Group
New Jersey
$310K +$6.5K +106 +2%
VCM
454
Vivaldi Capital Management
Illinois
$308K -$4.79K -78 -2%
VFA
455
Voya Financial Advisors
Connecticut
$308K +$6.66K +109 +2%
TSS
456
Two Sigma Securities
New York
$307K +$307K +5,014 New
RC
457
RBF Capital
California
$306K – – –
PI
458
Pettee Investors
Connecticut
$303K – – –
WorldQuant Millennium Advisors
459
WorldQuant Millennium Advisors
New York
$301K -$10.7K -174 -3%
IRF
460
IBM Retirement Fund
New York
$299K -$15.6K -255 -5%
MGWM
461
Marks Group Wealth Management
Minnesota
$298K +$298K +4,862 New
HNB
462
Huntington National Bank
Ohio
$295K -$4.35K -71 -1%
AA
463
Ancora Advisors
Ohio
$294K – – –
HIS
464
Harvest Investment Services
Illinois
$292K +$292K +4,779 New
CAM
465
Cresset Asset Management
Illinois
$284K +$23.6K +385 +9%
CI
466
Conning Inc
Connecticut
$282K -$7.96K -130 -3%
MAM
467
Madison Asset Management
Wisconsin
$282K +$282K +4,595 New
SMFS
468
Squar Milner Financial Services
California
$281K +$2.82K +46 +1%
FWM
469
Frontier Wealth Management
Missouri
$280K +$280K +4,572 New
PSUF
470
People's United Financial
Connecticut
$275K +$27.9K +455 +11%
AWM
471
Alterna Wealth Management
Texas
$272K +$17.1K +278 +7%
MWM
472
Meridian Wealth Management
Kentucky
$268K – – –
FB
473
Fulton Bank
Pennsylvania
$266K +$12.8K +209 +5%
JIP
474
Jaffetilchin Investment Partners
Florida
$266K +$266K +4,344 New
LNC
475
Lincoln National Corp
Pennsylvania
$265K +$265K +4,331 New
17 18
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