We are live on ! Find out more
CBRE icon

CBRE Group

638 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, 232 increasing their positions, 223 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $17.4M | Put options by funds: $7.05M

88% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 49

17% more capital invested

Capital invested by funds: $16.6B → $19.4B (+$2.78B)

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

5% more funds holding

Funds holding: 609638 (+29)

1.05% more ownership

Funds ownership: 93.75%94.8% (+1.1%)

4% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 223

Holders
638
Holders Change
+29
Holders Change %
+4.76%
% of All Funds
12.57%
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
232
Reduced
223
Closed
49
Calls
$17.4M
Puts
$7.05M
Net Calls
+$10.3M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
476
Lincoln National Corp
Pennsylvania
$265K +$240K +4,331 New
NFC
477
Northeast Financial Consultants
Connecticut
$264K
DILIC
478
Dai-ichi Life Insurance Company
Japan
$263K +$237K +4,283 New
RT
479
Rockland Trust
Massachusetts
$262K +$237K +4,280 New
GH
480
GAM Holding
Switzerland
$260K -$402K -7,251 -63%
CCP
481
Corient Capital Partners
California
$259K +$13.3K +241 +6%
BMC
482
Beaton Management Company
Massachusetts
$257K
PMG
483
ProVise Management Group
Florida
$248K
SW
484
SVB Wealth
Massachusetts
$247K +$13.3K +240 +6%
FFG
485
Fortem Financial Group
California
$247K +$223K +4,031 New
NL
486
NKCFO LLC
Illinois
$245K
WIC
487
Whitegate Investment Counselors
New Hampshire
$245K
GC
488
Gilbert & Cook
Iowa
$245K +$221K +3,995 New
WSC
489
Wellington Shields & Co
New York
$245K +$222K +4,000 New
IEFM
490
IQ EQ Fund Management
Ireland
$242K -$42K -758 -16%
CP
491
Covenant Partners
Tennessee
$241K -$94.9K -1,714 -30%
ERIM
492
Eagle Ridge Investment Management
Connecticut
$239K
RWRC
493
R.W. Roge & Company
New York
$237K +$216K +3,900 New
FPA
494
First Pacific Advisors
California
$236K +$213K +3,850 New
AWM
495
Affinity Wealth Management
Delaware
$230K +$208K +3,750 New
FP
496
Foundry Partners
Minnesota
$230K +$208K +3,755 New
FQ
497
First Quadrant
California
$227K
PVH
498
Psagot Value Holdings
Israel
$227K
BOTW
499
Bank of the West
California
$226K +$204K +3,681 New
Pzena Investment Management
500
Pzena Investment Management
New York
$225K -$160K -2,886 -44%