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CBRE Group

681 hedge funds and large institutions have $31.1B invested in CBRE Group in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 269 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

618% more call options, than puts

Call options by funds: $227M | Put options by funds: $31.7M

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

43% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 49

15% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 233

13% more capital invested

Capital invested by funds: $27.5B → $31.1B (+$3.59B)

2% more funds holding

Funds holding: 667681 (+14)

0.37% less ownership

Funds ownership: 95.61%95.24% (-0.37%)

Holders
681
Holders Change
+14
Holders Change %
+2.1%
% of All Funds
11.92%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
70
Increased
269
Reduced
233
Closed
49
Calls
$227M
Puts
$31.7M
Net Calls
+$196M
Net Calls Change
+$18.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
501
Conning Inc
Connecticut
$340K -$63.2K -680 -16%
AA
502
Ancora Advisors
Ohio
$339K
TI
503
Tidal Investments
Wisconsin
$339K +$9.48K +102 +3%
WW
504
Waterfront Wealth
Kansas
$338K
AIA
505
Angeles Investment Advisors
California
$331K +$316K +3,403 New
SG Americas Securities
506
SG Americas Securities
New York
$330K -$15.4M -165,249 -98%
EWA
507
EP Wealth Advisors
California
$328K +$3.07K +33 +1%
CCP
508
Corient Capital Partners
California
$326K -$52.6K -566 -14%
AIM
509
Anchor Investment Management
South Carolina
$323K
TMAM
510
Tokio Marine Asset Management
Japan
$321K +$36.2K +390 +13%
HB
511
Homrich & Berg
Georgia
$318K
CGL
512
Clarius Group LLC
Washington
$318K +$5.11K +55 +2%
SW
513
SVB Wealth
Massachusetts
$316K +$301K +3,244 New
GI
514
GAMCO Investors
Connecticut
$315K
PGFC
515
Peapack-Gladstone Financial Corp
New Jersey
$309K +$27.9K +300 +10%
HAG
516
HighPoint Advisor Group
Illinois
$306K -$7.16K -77 -2%
PMG
517
ProVise Management Group
Florida
$305K -$97.2K -1,046 -25%
MFW
518
Meristem Family Wealth
Minnesota
$305K +$291K +3,133 New
HDIM
519
Hanson & Doremus Investment Management
Vermont
$301K -$27.2K -293 -9%
FC
520
Forte Capital
New York
$296K
Verition Fund Management
521
Verition Fund Management
Connecticut
$296K +$283K +3,041 New
PCG
522
Private Capital Group
Connecticut
$295K +$279 +3 +0.1%
PMA
523
Prudent Man Advisors
Illinois
$294K
AWM
524
Avior Wealth Management
Nebraska
$293K -$167K -1,800 -37%
APA
525
American Portfolios Advisors
New York
$292K -$86.3K -929 -24%