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CBRE Group

667 hedge funds and large institutions have $27.5B invested in CBRE Group in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 228 increasing their positions, 242 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,361% more call options, than puts

Call options by funds: $191M | Put options by funds: $13M

113% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 38

8% more capital invested

Capital invested by funds: $25.4B → $27.5B (+$2.12B)

6% more funds holding

Funds holding: 630667 (+37)

0.07% less ownership

Funds ownership: 95.68%95.61% (-0.07%)

6% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 242

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
667
Holders Change
+37
Holders Change %
+5.87%
% of All Funds
11.61%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
81
Increased
228
Reduced
242
Closed
38
Calls
$191M
Puts
$13M
Net Calls
+$178M
Net Calls Change
+$4.75M
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
451
Squarepoint
New York
$417K -$3.08M -36,109 -88%
MSFS
452
Main Street Financial Solutions
Pennsylvania
$414K +$413K +4,834 New
FCH
453
Freestone Capital Holdings
Washington
$413K -$23.9K -280 -5%
AWM
454
Avior Wealth Management
Nebraska
$412K +$102K +1,200 +33%
IIC
455
Integrated Investment Consultants
Michigan
$403K -$25.6K -300 -6%
DA
456
Denali Advisors
California
$403K +$145K +1,700 +57%
FTDI
457
First Trust Direct Indexing
Massachusetts
$400K +$141K +1,648 +55%
AIP
458
Ameritas Investment Partners
Nebraska
$398K
MAM
459
Madison Asset Management
Wisconsin
$395K -$64.5K -756 -14%
HBT
460
Heartland Bank & Trust
Illinois
$393K +$391K +4,579 New
Janney Montgomery Scott
461
Janney Montgomery Scott
Pennsylvania
$379K -$14.3K -168 -4%
OIA
462
Optimum Investment Advisors
Illinois
$377K -$68.3K -800 -15%
LNC
463
Lincoln National Corp
Pennsylvania
$374K
QCG
464
Quadrant Capital Group
Ohio
$370K +$5.12K +60 +1%
NFC
465
Northeast Financial Consultants
Connecticut
$366K
Baird Financial Group
466
Baird Financial Group
Wisconsin
$363K +$16.5K +193 +5%
PG
467
Pendal Group
Australia
$362K +$360K +4,217 New
Creative Planning
468
Creative Planning
Kansas
$361K -$42.2K -494 -11%
NICM
469
Neo Ivy Capital Management
New York
$361K +$359K +4,206 New
BMC
470
Beaton Management Company
Massachusetts
$360K
CI
471
Conning Inc
Connecticut
$358K -$33.4K -391 -9%
PMG
472
ProVise Management Group
Florida
$358K
DCM
473
Dupont Capital Management
Delaware
$354K -$119K -1,394 -25%
S
474
SignatureFD
Georgia
$353K +$27.6K +323 +9%
Bessemer Group
475
Bessemer Group
New Jersey
$352K +$43.4K +508 +14%