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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
$233M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$49.4M
3
Swedbank
Swedbank
Sweden
$119M
4
Lazard Asset Management
Lazard Asset Management
New York
$21.4M
5
PI
PGGM Investments
Netherlands
$21.2M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$0
2
APG Asset Management
APG Asset Management
Netherlands
$68M
3
OAC
OMERS Administration Corp
Ontario, Canada
$8.65M
4
AL
AJO LP
Pennsylvania
$82.1M
5
CGM
Capital Growth Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
501
Barnett & Company
Tennessee
$27K – – –
EWM
502
EPG Wealth Management
Georgia
$26K +$26K +700 New
RE
503
RBC Europe
United Kingdom
$25.5K – – –
Rockefeller Capital Management
504
Rockefeller Capital Management
New York
$24K -$17.8K -473 -43%
BDWM
505
Brewin Dolphin Wealth Management
Ireland
$23.4K – – –
TPCW
506
TD Private Client Wealth
New York
$23.3K +$2.98K +79 +15%
CYG
507
Clean Yield Group
Vermont
$22K – – –
VFA
508
Valeo Financial Advisors
Indiana
$21K -$12.7K -286 -38%
AWMS
509
Advocacy Wealth Management Services
Georgia
$21K +$5.78K +160 +38%
ST
510
Smithfield Trust
Pennsylvania
$20K -$6.97K -179 -26%
EFSCE
511
Enterprise Financial Services Corp (EFSC)
Missouri
$20K -$491 -13 -2%
RWA
512
Ropes Wealth Advisors
Massachusetts
$20K – – –
CCA
513
Column Capital Advisors
Indiana
$19K -$3.18K -85 -14%
FRA
514
Front Row Advisors
California
$19K – – –
FMII
515
Farmers & Merchants Investments Inc
Nebraska
$19K +$116 +3 +0.6%
BCA
516
Berman Capital Advisors
Georgia
$19K +$2.4K +68 +14%
LSA
517
Lion Street Advisors
Texas
$19K +$19K +495 New
FAM
518
Fred Alger Management
New York
$19K +$19K +500 New
PCM
519
Penserra Capital Management
California
$18K -$2.19M -52,937 -99%
BWL
520
Bogart Wealth LLC
Virginia
$18K – – –
ZB
521
Zions Bancorporation
Utah
$16K -$4.33K -118 -21%
CCM
522
Covington Capital Management
California
$15K -$2.65K -72 -15%
NSIM
523
North Star Investment Management
Illinois
$15K – – –
CDIA
524
Capital Directions Investment Advisors
Georgia
$15K – – –
ACA
525
Atlas Capital Advisors
Wyoming
$14.3K +$9.54K +253 +199%
19 20
21
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