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CBRE Group
CBRE

Overview Fund Activity

574 hedge funds and large institutions have $15.1B invested in CBRE Group in 2018 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 203 increasing their positions, 232 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
574
Holders Change
+14
Holders Change %
+2.5%
% of All Funds
13.17%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.37%
New
67
Increased
203
Reduced
232
Closed
47
Calls
$14.6M
Puts
$22.8M
Net Calls
-$8.18M
Net Calls Change
+$4.19M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.8B
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$110M
3
Goldman Sachs
Goldman Sachs
New York
$249M
4
Millennium Management
Millennium Management
New York
$101M
5
Deutsche Bank
Deutsche Bank
Germany
$90.2M

Top Sellers

1
VH
ValueAct Holdings
California
$940M
2
BlackRock
BlackRock
New York
$980M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$522M
4
VVP
Vulcan Value Partners
Alabama
$114M
5
Wells Fargo
Wells Fargo
California
$291M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWA
526
Lenox Wealth Advisors
New York
$18K +$13.7K +291 +320%
HR
527
Howe & Rusling
New York
$17K – – –
CFA
528
Carroll Financial Associates
North Carolina
$16K – – –
DBT
529
Dubuque Bank & Trust
Iowa
$15K +$4.31K +92 +40%
KA
530
Kaizen Advisory
Illinois
$14K – – –
CAPTRUST Financial Advisors
531
CAPTRUST Financial Advisors
North Carolina
$13K -$1.83K -38 -12%
IP
532
Intellectus Partners
California
$13K – – –
MOS
533
MGO One Seven
Ohio
$13K – – –
FAM
534
Fred Alger Management
New York
$13K +$13K +282 New
PCP
535
Proficio Capital Partners
Massachusetts
$12K +$1.71K +35 +17%
APP
536
Avantax Planning Partners
Iowa
$11K +$11K +228 New
VanEck Associates
537
VanEck Associates
New York
$10K -$20.6M -432,729 -100%
PMFA
538
Plante Moran Financial Advisors
Michigan
$10K -$1.44K -30 -13%
CHP
539
Cable Hill Partners
Oregon
$10K – – –
PCA
540
Providence Capital Advisors
North Carolina
$10K – – –
FMA
541
FNY Managed Accounts
New York
$9K -$3.28K -75 -27%
ME
542
McIlrath & Eck
Washington
$9K – – –
WAP
543
Wealthcare Advisory Partners
Pennsylvania
$9K – – –
PCM
544
Poehling Capital Management
Wisconsin
$8K +$8K +160 New
WPA
545
West Paces Advisors
Georgia
$7.51K – – –
Carson Wealth (CWM LLC)
546
Carson Wealth (CWM LLC)
Nebraska
$7K – – –
BFEC
547
Benjamin F. Edwards & Company
Missouri
$6K – – –
CFG
548
Citizens Financial Group
Rhode Island
$6K +$6K +131 New
FC
549
Ferris Capital
Massachusetts
$6K +$6K +131 New
PGA
550
Premia Global Advisors
Florida
$6K +$6K +132 New
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