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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
WT
526
Washington Trust
Rhode Island
$4K -$411 -9 -9%
SIM
527
Sonora Investment Management
Arizona
$4K
TFO
528
Tarbox Family Office
California
$4K
GWS
529
Glassman Wealth Services
Virginia
$4K +$776 +17 +25%
BWM
530
BNC Wealth Management
Oregon
$4K +$4.11K +90 New
ED
531
Exane Derivatives
France
$3.62K
SWA
532
Sutton Wealth Advisors
Florida
$3.15K
AF
533
Allworth Financial
California
$3K
FBT
534
First Bank & Trust
South Dakota
$3K
PFWA
535
Paces Ferry Wealth Advisors
Georgia
$3K +$2.88K +63 New
Millennium Management
536
Millennium Management
New York
$2.41K -$4.68M -102,562 -67%
Group One Trading
537
Group One Trading
Illinois
$2K -$196K -4,301 -99%
CHA
538
Carmichael Hill & Associates
Maryland
$2K
EFSCE
539
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
FMP
540
Financial Management Professionals
Texas
$2K
M
541
MOTCO
Texas
$2K
SFSIG
542
San Francisco Sentry Investment Group
California
$2K
UFF
543
USA Financial Formulas
Michigan
$2K
VNA
544
Valley National Advisers
Pennsylvania
$2K
NNP
545
Nachman Norwood & Parrott
South Carolina
$2K +$2.1K +46 New
CAM
546
ClariVest Asset Management
California
$1K -$19.9M -435,622 -100%
RA
547
Rational Advisors
New York
$1K -$8.53K -187 -89%
EWM
548
Endurance Wealth Management
Rhode Island
$1K
PWMG
549
Prestige Wealth Management Group
New Jersey
$1K
PW
550
Price Wealth
Texas
$1K

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.