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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
CDIA
501
Capital Directions Investment Advisors
Georgia
$18K
SFM
502
Systematic Financial Management
New Jersey
$17K
FFA
503
Founders Financial Alliance
North Carolina
$17K +$16.2K +356 New
TWA
504
TCI Wealth Advisors
Arizona
$15K
NIM
505
NuWave Investment Management
New Jersey
$15K +$5.16K +113 +54%
FMTCOCP
506
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$14K
BFEC
507
Benjamin F. Edwards & Company
Missouri
$14K +$456 +10 +3%
VCM
508
Vigilant Capital Management
Maine
$14K +$13.7K +300 New
AWMS
509
Advocacy Wealth Management Services
Georgia
$13K -$1.55K -34 -11%
HR
510
Howe & Rusling
New York
$13K +$2.37K +52 +23%
CA
511
Crewe Advisors
Utah
$12K +$11.7K +257 New
BAM
512
Bellevue Asset Management
Washington
$11K -$46 -1 -0.4%
NFG
513
Next Financial Group
Texas
$10K +$10.1K +222 New
CB
514
CNB Bank
Pennsylvania
$9K
ME
515
McIlrath & Eck
Washington
$9K
SSB
516
Sandy Spring Bank
Maryland
$9K
SLF
517
Sun Life Financial
Ontario, Canada
$9K
FHC
518
First Horizon Corporation
Tennessee
$9K +$9.49K +208 New
HS
519
Horan Securities
United States
$8K
WPA
520
West Paces Advisors
Georgia
$7.47K
FHA
521
Flagship Harbor Advisors
Massachusetts
$7K -$13.3K -291 -66%
WT
522
Whittier Trust
California
$7K -$7.16K -157 -52%
EW
523
Evoke Wealth
California
$6K -$1.92K -42 -24%
Fidelity International
524
Fidelity International
Bermuda
$5K
HCP
525
Hexagon Capital Partners
Arkansas
$5K +$4.43K +97 New

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.