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CBRE Group
CBRE

Overview Fund Activity

584 hedge funds and large institutions have $11.9B invested in CBRE Group in 2020 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 201 increasing their positions, 249 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
-53
Holders Change %
-8.32%
% of All Funds
12.9%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.15%
New
71
Increased
201
Reduced
249
Closed
119
Calls
$9.98M
Puts
$7.08M
Net Calls
+$2.9M
Net Calls Change
-$7.4M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
+$231M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$31.5M
3
Swedbank
Swedbank
Sweden
+$28.7M
4
Lazard Asset Management
Lazard Asset Management
New York
+$21.2M
5
PI
PGGM Investments
Netherlands
+$21.2M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$151M
2
APG Asset Management
APG Asset Management
Netherlands
-$97M
3
OAC
OMERS Administration Corp
Ontario, Canada
-$94.6M
4
AL
AJO LP
Pennsylvania
-$37M
5
CGM
Capital Growth Management
Massachusetts
-$27.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
476
Erste Asset Management
Austria
$83.2K -$1.02K -27 -1%
HWA
477
Heritage Wealth Advisors
Virginia
$81.3K – – –
OPS
478
Orion Portfolio Solutions
Nebraska
$76K +$1.06K +28 +1%
FANJ
479
Financial Architects (New Jersey)
New Jersey
$75K – – –
Carson Wealth (CWM LLC)
480
Carson Wealth (CWM LLC)
Nebraska
$68K – – –
WTC
481
WhitTier Trust Company
Nevada
$61K – – –
VanEck Associates
482
VanEck Associates
New York
$61K +$9.58K +254 +19%
CIA
483
CSat Investment Advisory
Michigan
$60K +$4.98K +132 +9%
CFG
484
Citizens Financial Group
Rhode Island
$59K +$11.5K +304 +24%
AssetMark Inc
485
AssetMark Inc
California
$46K -$42.8K -1,127 -48%
EI
486
Ellevest Inc
New York
$44K +$18.8K +495 +75%
IA
487
IFP Advisors
Florida
$42K +$6.97K +174 +20%
EDRH
488
Edmond de Rothschild Holding
Switzerland
$41K – – –
GWM
489
Geneos Wealth Management
Colorado
$36K +$344 +9 +1%
AIM
490
AIA Investment Management
Singapore
$35K – – –
FHA
491
First Horizon Advisors
Tennessee
$34K +$2.66K +71 +9%
HIA
492
Harbor Investment Advisory
Maryland
$33K +$33K +884 New
LC
493
Lindbrook Capital
California
$32K -$7.43K -198 -19%
PRC
494
Pearl River Capital
Michigan
$32K +$32K +855 New
MCM
495
Manchester Capital Management
Vermont
$31K – – –
PFGIA
496
Patriot Financial Group Insurance Agency
Massachusetts
$31K +$28.3K +739 +1,056%
TWA
497
TCI Wealth Advisors
Arizona
$30K -$18.7K -502 -38%
VCP
498
Verus Capital Partners
Arizona
$30K – – –
CFA
499
Carroll Financial Associates
North Carolina
$30K +$329 +9 +1%
KPW
500
Kore Private Wealth
New York
$28K +$7.23K +194 +35%
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