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CBRE Group

557 hedge funds and large institutions have $15.1B invested in CBRE Group in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 165 increasing their positions, 252 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $27.2M

4% more capital invested

Capital invested by funds: $14.5B → $15.1B (+$516M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.36% less ownership

Funds ownership: 96.08%95.71% (-0.36%)

5% less funds holding

Funds holding: 585557 (-28)

34% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 74

35% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 252

Holders
557
Holders Change
-28
Holders Change %
-4.79%
% of All Funds
11.24%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
49
Increased
165
Reduced
252
Closed
74
Calls
$31.5M
Puts
$27.2M
Net Calls
+$4.26M
Net Calls Change
-$938K
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
476
Manchester Capital Management
Vermont
$39K
AssetMark Inc
477
AssetMark Inc
California
$38K -$1.57M -34,341 -98%
CFB
478
Cullen/Frost Bankers
Texas
$36K +$34.8K +763 New
LC
479
Lindbrook Capital
California
$35K -$3.74K -82 -10%
PFGIA
480
Patriot Financial Group Insurance Agency
Massachusetts
$35K
BDWM
481
Brewin Dolphin Wealth Management
Ireland
$34.6K -$14.3K -314 -30%
TPCW
482
TD Private Client Wealth
New York
$34.2K +$3.97K +87 +14%
BC
483
Barnett & Company
Tennessee
$34K
RE
484
RBC Europe
United Kingdom
$31.7K
EDRH
485
Edmond de Rothschild Holding
Switzerland
$30K
CI
486
CX Institutional
Indiana
$29K +$17.3K +380 +158%
CHAM
487
Clear Harbor Asset Management
Connecticut
$28.2K +$27.4K +600 New
FRA
488
Front Row Advisors
California
$27K -$91 -2 -0.4%
MHR
489
Matthew Hamilton Rosenberg
$27K
BBHC
490
Brown Brothers Harriman & Co
New York
$27K +$18.4K +403 +221%
RWA
491
Ropes Wealth Advisors
Massachusetts
$25K
CCA
492
Column Capital Advisors
Indiana
$24K
FMII
493
Farmers & Merchants Investments Inc
Nebraska
$24K
PMFA
494
Plante Moran Financial Advisors
Michigan
$23K
BWL
495
Bogart Wealth LLC
Virginia
$22K
CG
496
Cutler Group
California
$21K +$20.5K +450 New
BCA
497
Berman Capital Advisors
Georgia
$20K -$1.28K -28 -6%
PFBT
498
Parkside Financial Bank & Trust
Missouri
$20K -$456 -10 -2%
ZB
499
Zions Bancorporation
Utah
$20K
CCM
500
Covington Capital Management
California
$19K

CBRE Hedge Fund Activity: Q3 2020 in Review

557 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q3 2020, worth a combined $15.1B — up 3.5% from $14.5B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of CBRE and 49 opened new positions — a net loss of 25 holders — while 252 trimmed existing stakes and 165 added.

The largest buyer was Invesco, adding an estimated $309M. The largest seller was AJO LP, cutting an estimated $62M.

  • 557 institutional investors held CBRE Group (CBRE) as of Q3 2020, down from 585 in Q2 2020.
  • Funds reported $15.1B of CBRE Group stock for Q3 2020, up 3.5% quarter-over-quarter.
  • 49 funds opened new CBRE Group positions in Q3 2020 and 74 closed out, a net change of -25 holders.
  • The largest CBRE Group buyer in Q3 2020 was Invesco, an estimated $309M added.
  • The largest CBRE Group seller in Q3 2020 was AJO LP, an estimated $62M sold.

Based on aggregated 13F filings for Q3 2020.