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CBRE Group

609 hedge funds and large institutions have $16.6B invested in CBRE Group in 2019 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 261 increasing their positions, 192 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 192

20% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 51

2% more funds holding

Funds holding: 600609 (+9)

3% more capital invested

Capital invested by funds: $16.2B → $16.6B (+$408M)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1.39% less ownership

Funds ownership: 95.14%93.75% (-1.4%)

92% less call options, than puts

Call options by funds: $17.8M | Put options by funds: $221M

Holders
609
Holders Change
+9
Holders Change %
+1.5%
% of All Funds
13.36%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
61
Increased
261
Reduced
192
Closed
51
Calls
$17.8M
Puts
$221M
Net Calls
-$203M
Net Calls Change
-$213M
Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
501
Hanson & Doremus Investment Management
Vermont
$187K
BCWM
502
Bartlett & Co Wealth Management
Ohio
$161K +$2.68K +51 +2%
BC
503
Bartlett & Co
Ohio
$161K +$2.68K +51 +2%
QCG
504
Quadrant Capital Group
Ohio
$152K -$2.58K -49 -2%
ASN
505
Advisory Services Network
Georgia
$146K
HAG
506
HighPoint Advisor Group
Illinois
$143K -$789 -15 -0.6%
RMC
507
Resources Management Corp
Connecticut
$121K +$120K +2,290 New
WTC
508
WhitTier Trust Company
Nevada
$120K
Rockefeller Capital Management
509
Rockefeller Capital Management
New York
$116K
AIM
510
Anchor Investment Management
South Carolina
$115K +$5.26K +100 +5%
HWA
511
Heritage Wealth Advisors
Virginia
$114K +$113K +2,155 New
Northwestern Mutual Wealth Management
512
Northwestern Mutual Wealth Management
Wisconsin
$108K -$22.1K -420 -17%
FANJ
513
Financial Architects (New Jersey)
New Jersey
$105K
PHK
514
Point72 Hong Kong
Hong Kong
$104K +$103K +1,967 New
AssetMark Inc
515
AssetMark Inc
California
$103K -$4.05K -77 -4%
SIAS
516
Shine Investment Advisory Services
Colorado
$96K
MAM
517
Meeder Asset Management
Ohio
$87K +$20.7K +393 +31%
VanEck Associates
518
VanEck Associates
New York
$83K +$11.9K +226 +17%
CLOS
519
Compagnie Lombard Odier SCmA
Switzerland
$79K
ARMT
520
Amica Retiree Medical Trust
Rhode Island
$73K +$35.1K +667 +93%
EAM
521
Erste Asset Management
Austria
$70.5K
Carson Wealth (CWM LLC)
522
Carson Wealth (CWM LLC)
Nebraska
$68K
CIA
523
CSat Investment Advisory
Michigan
$68K +$631 +12 +0.9%
CFGS
524
Concourse Financial Group Securities
Alabama
$68K +$47.2K +897 +231%
WAP
525
Wealthcare Advisory Partners
Pennsylvania
$67K +$50.5K +960 +327%