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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 %
PMFA
476
Plante Moran Financial Advisors
Michigan
$9K +$9K +238 New
LF
477
Lee Financial
Texas
$9K +$9K +250 New
WPA
478
West Paces Advisors
Georgia
$8.79K – – –
ED
479
Exane Derivatives
France
$8.33K -$454 -12 -5%
GEA
480
Glen Eagle Advisors
New Jersey
$8.18K – – –
PCP
481
Proficio Capital Partners
Massachusetts
$8K – – –
CHP
482
Cable Hill Partners
Oregon
$8K – – –
ST
483
Smithfield Trust
Pennsylvania
$7K – – –
SPIA
484
Steward Partners Investment Advisory
New York
$6K -$208 -6 -3%
BFEC
485
Benjamin F. Edwards & Company
Missouri
$5K – – –
BL
486
Balentine LLC
Georgia
$4K – – –
FPFS
487
First Personal Financial Services
North Carolina
$4K – – –
WTC
488
WhitTier Trust Company
Nevada
$4K +$4K +104 New
MA
489
MUFG Americas
New York
$4K +$4K +115 New
FDCDDQ
490
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.07K – – –
PFBT
491
Parkside Financial Bank & Trust
Missouri
$3K – – –
Parallax Volatility Advisers
492
Parallax Volatility Advisers
California
$3K +$1.07K +30 +56%
AFNAS
493
American Financial Network Advisory Services
California
$3K +$3K +76 New
EFSCE
494
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
TFO
495
Tarbox Family Office
California
$2K – – –
OFW
496
Omnia Family Wealth
Florida
$2K +$2K +49 New
WAP
497
Wealthcare Advisory Partners
Pennsylvania
$2K +$2K +65 New
CTC
498
Central Trust Company
Missouri
$1K -$8.3K -274 -89%
BWM
499
Baystate Wealth Management
Massachusetts
$1K – – –
CM
500
Castleark Management
Illinois
– -$23.3M -640,074 Closed
17 18 19
20
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