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CBRE Group
CBRE

Overview Fund Activity

583 hedge funds and large institutions have $14.5B invested in CBRE Group in 2020 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 178 increasing their positions, 262 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
-1
Holders Change %
-0.17%
% of All Funds
11.98%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.08%
New
77
Increased
178
Reduced
262
Closed
74
Calls
$20.8M
Puts
$15.6M
Net Calls
+$5.2M
Net Calls Change
+$2.3M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$268M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$185M
3
GIM
Generation Investment Management
United Kingdom
+$102M
4
A
AustralianSuper
Australia
+$86.3M
5
American Century Companies
American Century Companies
Missouri
+$84.1M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$140M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$134M
3
TCM
TimesSquare Capital Management
New York
-$94M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$65.6M
5
Invesco
Invesco
Georgia
-$50.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
476
Northwestern Mutual Wealth Management
Wisconsin
$103K -$6.77K -149 -6%
HWA
477
Heritage Wealth Advisors
Virginia
$97.4K – – –
CFG
478
Citizens Financial Group
Rhode Island
$91K +$19.6K +430 +27%
FANJ
479
Financial Architects (New Jersey)
New Jersey
$82K -$7.74K -171 -9%
EI
480
Ellevest Inc
New York
$80K +$27.9K +619 +54%
EAM
481
Erste Asset Management
Austria
$79.5K -$20.3K -449 -20%
WTC
482
WhitTier Trust Company
Nevada
$73K -$136 -3 -0.2%
MAM
483
Meeder Asset Management
Ohio
$70K -$35.9K -797 -34%
OPS
484
Orion Portfolio Solutions
Nebraska
$68K -$22.5K -499 -25%
Carson Wealth (CWM LLC)
485
Carson Wealth (CWM LLC)
Nebraska
$68K – – –
CIA
486
CSat Investment Advisory
Michigan
$67K -$5.13K -113 -7%
CFD
487
Creative Financial Designs
Indiana
$65K +$65K +1,429 New
FCA
488
FinTrust Capital Advisors
South Carolina
$60K -$440K -9,722 -88%
BDWM
489
Brewin Dolphin Wealth Management
Ireland
$47.5K +$19.4K +430 +69%
Rockefeller Capital Management
490
Rockefeller Capital Management
New York
$46K +$17.1K +378 +59%
IA
491
IFP Advisors
Florida
$45K -$1.24K -28 -3%
CFA
492
Carroll Financial Associates
North Carolina
$43K +$6.03K +134 +16%
IA
493
IndexIQ Advisors
New York
$43K +$38K +843 +753%
HIA
494
Harbor Investment Advisory
Maryland
$40K – – –
GWM
495
Geneos Wealth Management
Colorado
$37K -$2.93K -69 -7%
LC
496
Lindbrook Capital
California
$37K -$1.16K -26 -3%
MCM
497
Manchester Capital Management
Vermont
$37K – – –
ST
498
Smithfield Trust
Pennsylvania
$36K +$12.7K +280 +54%
PFGIA
499
Patriot Financial Group Insurance Agency
Massachusetts
$34K -$2.53K -56 -7%
BC
500
Barnett & Company
Tennessee
$33K – – –
18 19
20
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