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CBRE Group
CBRE

Overview Fund Activity

606 hedge funds and large institutions have $20.2B invested in CBRE Group in 2020 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 194 increasing their positions, 238 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+51
Holders Change %
+9.19%
% of All Funds
10.75%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
100
Increased
194
Reduced
238
Closed
43
Calls
$92.9M
Puts
$20.5M
Net Calls
+$72.4M
Net Calls Change
+$68.1M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$699M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$889M
3
Goldman Sachs
Goldman Sachs
New York
$114M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$137M
5
American Century Companies
American Century Companies
Missouri
$325M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$428M
2
AllianceBernstein
AllianceBernstein
Tennessee
$363M
3
Wells Fargo
Wells Fargo
California
$428M
4
CB
Cooke & Bieler
Pennsylvania
$81.4M
5
SOMRS
State of Michigan Retirement System
Michigan
$6.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTDI
476
First Trust Direct Indexing
Massachusetts
$200K +$200K +3,189 New
CFG
477
Citizens Financial Group
Rhode Island
$200K +$200K +3,190 New
FMT
478
First Mercantile Trust
Tennessee
$198K +$5.46K +87 +3%
BC
479
Bartlett & Co
Ohio
$193K +$1.82K +29 +1%
BCWM
480
Bartlett & Co Wealth Management
Ohio
$193K +$1.82K +29 +1%
Bessemer Group
481
Bessemer Group
New Jersey
$184K +$10.9K +175 +6%
DZ Bank
482
DZ Bank
Germany
$168K – – –
CFGS
483
Concourse Financial Group Securities
Alabama
$165K +$2.33K +37 +1%
EI
484
Ellevest Inc
New York
$159K +$20.2K +321 +15%
CIP
485
Convergence Investment Partners
Florida
$154K -$742K -11,827 -83%
HIA
486
Harbor Investment Advisory
Maryland
$152K +$46.4K +739 +44%
AIM
487
Anchor Investment Management
South Carolina
$137K – – –
NICM
488
Neo Ivy Capital Management
New York
$137K +$137K +2,178 New
HWA
489
Heritage Wealth Advisors
Virginia
$135K – – –
FC
490
FORA Capital
Florida
$132K +$132K +2,097 New
ASN
491
Advisory Services Network
Georgia
$118K -$36.1K -576 -23%
CMBA
492
C.M. Bidwell & Associates
Hawaii
$117K +$117K +1,873 New
EDRH
493
Edmond de Rothschild Holding
Switzerland
$112K +$72.4K +1,151 +183%
EAM
494
Erste Asset Management
Austria
$110K – – –
Rockefeller Capital Management
495
Rockefeller Capital Management
New York
$104K +$51.5K +833 +98%
PWM
496
Perigon Wealth Management
California
$103K +$103K +1,636 New
WTC
497
WhitTier Trust Company
Nevada
$101K – – –
PWPS
498
Pinnacle Wealth Planning Services
Ohio
$97K +$97K +1,542 New
MAM
499
Meeder Asset Management
Ohio
$96K +$1.63K +26 +2%
PVH
500
Psagot Value Holdings
Israel
$92K -$142K -2,250 -61%
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