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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
CSPIA
451
Cary Street Partners Investment Advisory
Virginia
$121K +$118K +2,584 New
ASN
452
Advisory Services Network
Georgia
$116K +$112K +2,457 New
IA
453
IndexIQ Advisors
New York
$112K +$65.7K +1,439 +151%
Northwestern Mutual Wealth Management
454
Northwestern Mutual Wealth Management
Wisconsin
$109K +$1.96K +43 +2%
EI
455
Ellevest Inc
New York
$104K +$19.9K +436 +25%
AIM
456
Anchor Investment Management
South Carolina
$103K -$6.62K -145 -6%
HWA
457
Heritage Wealth Advisors
Virginia
$101K
WC
458
Wexford Capital
Florida
$101K -$7.58K -166 -7%
PCM
459
Penserra Capital Management
California
$98K +$76K +1,666 +370%
EAM
460
Erste Asset Management
Austria
$82.6K
HIA
461
Harbor Investment Advisory
Maryland
$79K +$36.4K +798 +90%
WTC
462
WhitTier Trust Company
Nevada
$76K
CIA
463
CSat Investment Advisory
Michigan
$76K +$6.3K +138 +9%
T
464
TOBAM
France
$72K +$70.4K +1,543 New
MAM
465
Meeder Asset Management
Ohio
$71K -$2.19K -48 -3%
Carson Wealth (CWM LLC)
466
Carson Wealth (CWM LLC)
Nebraska
$68K
CFD
467
Creative Financial Designs
Indiana
$67K
AF
468
Advisornet Financial
Minnesota
$63K +$50.2K +1,100 +464%
ST
469
Smithfield Trust
Pennsylvania
$56K +$18.7K +410 +52%
GWM
470
Geneos Wealth Management
Colorado
$49K +$9.13K +200 +23%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
471
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$47K +$45.3K +993 New
IA
472
IFP Advisors
Florida
$45K -$2.1K -46 -5%
CFA
473
Carroll Financial Associates
North Carolina
$44K -$593 -13 -1%
AIM
474
AIA Investment Management
Singapore
$43K +$22.2K +487 +111%
Rockefeller Capital Management
475
Rockefeller Capital Management
New York
$39K -$7.58K -166 -16%

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.