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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 %
NFC
476
Northeast Financial Consultants
Connecticut
$264K – – –
DILIC
477
Dai-ichi Life Insurance Company
Japan
$263K +$263K +4,283 New
RT
478
Rockland Trust
Massachusetts
$262K +$262K +4,280 New
GH
479
GAM Holding
Switzerland
$260K -$444K -7,251 -63%
CCP
480
Corient Capital Partners
California
$259K +$14.7K +241 +6%
BMC
481
Beaton Management Company
Massachusetts
$257K – – –
PMG
482
ProVise Management Group
Florida
$248K – – –
SW
483
SVB Wealth
Massachusetts
$247K +$14.7K +240 +6%
FFG
484
Fortem Financial Group
California
$247K +$247K +4,031 New
NL
485
NKCFO LLC
Illinois
$245K – – –
WIC
486
Whitegate Investment Counselors
New Hampshire
$245K – – –
GC
487
Gilbert & Cook
Iowa
$245K +$245K +3,995 New
WSC
488
Wellington Shields & Co
New York
$245K +$245K +4,000 New
IEFM
489
IQ EQ Fund Management
Ireland
$242K -$46.5K -758 -16%
CP
490
Covenant Partners
Tennessee
$241K -$105K -1,714 -30%
ERIM
491
Eagle Ridge Investment Management
Connecticut
$239K – – –
RWRC
492
R.W. Roge & Company
New York
$237K +$237K +3,900 New
FPA
493
First Pacific Advisors
California
$236K +$236K +3,850 New
AWM
494
Affinity Wealth Management
Delaware
$230K +$230K +3,750 New
FP
495
Foundry Partners
Minnesota
$230K +$230K +3,755 New
PVH
496
Psagot Value Holdings
Israel
$227K – – –
FQ
497
First Quadrant
California
$227K – – –
BOTW
498
Bank of the West
California
$226K +$226K +3,681 New
Pzena Investment Management
499
Pzena Investment Management
New York
$225K -$177K -2,886 -44%
CFA
500
Cahill Financial Advisors
Minnesota
$225K +$225K +3,661 New
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