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CBRE Group

588 hedge funds and large institutions have $12.7B invested in CBRE Group in 2018 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 200 increasing their positions, 230 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $6.45M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 77

0% more funds holding

Funds holding: 588588 (0)

1.71% less ownership

Funds ownership: 95.65%93.94% (-1.7%)

11% less capital invested

Capital invested by funds: $14.3B → $12.7B (-$1.65B)

13% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 230

Holders
588
Holders Change
Holders Change %
0%
% of All Funds
13.1%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
80
Increased
200
Reduced
230
Closed
77
Calls
$11.1M
Puts
$6.45M
Net Calls
+$4.64M
Net Calls Change
-$461K
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
526
Carroll Financial Associates
North Carolina
$14K +$703 +17 +5%
DBT
527
Dubuque Bank & Trust
Iowa
$13K
CAM
528
Cresset Asset Management
Illinois
$13K +$13.6K +329 New
WAP
529
Wealthcare Advisory Partners
Pennsylvania
$12K
IP
530
Intellectus Partners
California
$11K
MOS
531
MGO One Seven
Ohio
$11K +$11.6K +280 New
BCA
532
Berman Capital Advisors
Georgia
$11K +$12.1K +293 New
PCP
533
Proficio Capital Partners
Massachusetts
$10K +$2.03K +49 +24%
CHP
534
Cable Hill Partners
Oregon
$9K
GRP
535
Global Retirement Partners
California
$9K
AIA
536
Alera Investment Advisors
Illinois
$9K +$9.22K +223 New
WIM
537
Westside Investment Management
California
$8.01K +$8.27K +200 New
ME
538
McIlrath & Eck
Washington
$8K
PCA
539
Providence Capital Advisors
North Carolina
$8K
RWA
540
River Wealth Advisors
Pennsylvania
$8K
W
541
WealthOne
New York
$8K +$8.39K +203 New
WANY
542
Wealthspire Advisors (New York)
New York
$8K +$8.39K +203 New
TFS
543
TrustCore Financial Services
Tennessee
$7K
VVP
544
Vulcan Value Partners
Alabama
$7K
PFBT
545
Parkside Financial Bank & Trust
Missouri
$7K +$3.18K +77 +81%
CFA
546
Clarfeld Financial Advisors
New York
$7K +$6.74K +163 New
PAMU
547
Pictet Asset Management (UK)
United Kingdom
$6.42K -$194K -4,700 -3%
WPA
548
West Paces Advisors
Georgia
$6.37K
RA
549
Rational Advisors
New York
$6K -$30.7K -743 -84%
TCOV
550
Trust Company of Vermont
Vermont
$6K -$4.71K -114 -43%