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CBRE Group
CBRE

Overview Fund Activity

665 hedge funds and large institutions have $27.5B invested in CBRE Group in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 227 increasing their positions, 241 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+37
Holders Change %
+5.89%
% of All Funds
11.61%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
81
Increased
227
Reduced
241
Closed
38
Calls
$191M
Puts
$13M
Net Calls
+$178M
Net Calls Change
+$4.75M

Top Buyers

1
BlackRock
BlackRock
New York
+$263M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$116M
3
Artisan Partners
Artisan Partners
Wisconsin
+$110M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$90M
5
FPP
Findlay Park Partners
United Kingdom
+$74.7M

Top Sellers

1
GIM
Generation Investment Management
United Kingdom
-$251M
2
Principal Financial Group
Principal Financial Group
Iowa
-$214M
3
Harris Associates
Harris Associates
Illinois
-$138M
4
Cohen & Steers
Cohen & Steers
New York
-$81.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$73.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
501
Next Financial Group
Texas
$289K +$32.6K +381 +13%
TI
502
Tidal Investments
Wisconsin
$289K +$289K +3,375 New
FC
503
Financial Consulate
Maryland
$286K +$37.7K +440 +15%
EWA
504
EP Wealth Advisors
California
$286K +$54.6K +638 +24%
AIM
505
Anchor Investment Management
South Carolina
$284K – – –
HB
506
Homrich & Berg
Georgia
$280K -$3.34K -39 -1%
GC
507
Gilbert & Cook
Iowa
$278K -$78.4K -913 -22%
GI
508
GAMCO Investors
Connecticut
$278K – – –
CGL
509
Clarius Group LLC
Washington
$276K +$4.12K +48 +2%
HAG
510
HighPoint Advisor Group
Illinois
$276K +$40.9K +478 +17%
EI
511
Ellevest Inc
New York
$275K +$41.5K +483 +18%
CFG
512
Citizens Financial Group
Rhode Island
$273K -$10K -117 -4%
PM
513
Parametrica Management
Hong Kong
$273K +$273K +3,187 New
SIM
514
Sentry Investment Management
Wisconsin
$267K – – –
GG
515
Golden Green
South Carolina
$266K +$685 +8 +0.3%
BCWM
516
Bartlett & Co Wealth Management
Ohio
$263K – – –
BC
517
Bartlett & Co
Ohio
$263K – – –
FC
518
FORA Capital
Florida
$262K +$262K +3,051 New
FC
519
Forte Capital
New York
$261K – – –
PMA
520
Prudent Man Advisors
Illinois
$259K – – –
PCG
521
Private Capital Group
Connecticut
$259K +$4.02K +47 +2%
TMAM
522
Tokio Marine Asset Management
Japan
$249K +$29.1K +339 +13%
BP
523
Ballentine Partners
Massachusetts
$246K -$4.89K -57 -2%
PGFC
524
Peapack-Gladstone Financial Corp
New Jersey
$246K -$2.31K -27 -0.9%
WWM
525
Windsor Wealth Management
Indiana
$244K -$2.66K -31 -1%
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