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CBRE Group
CBRE

Overview Fund Activity

606 hedge funds and large institutions have $20.2B invested in CBRE Group in 2020 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 194 increasing their positions, 238 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+51
Holders Change %
+9.19%
% of All Funds
10.75%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
100
Increased
194
Reduced
238
Closed
43
Calls
$92.9M
Puts
$20.5M
Net Calls
+$72.4M
Net Calls Change
+$68.1M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$699M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$889M
3
Goldman Sachs
Goldman Sachs
New York
$114M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$137M
5
American Century Companies
American Century Companies
Missouri
$325M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$428M
2
AllianceBernstein
AllianceBernstein
Tennessee
$363M
3
Wells Fargo
Wells Fargo
California
$428M
4
CB
Cooke & Bieler
Pennsylvania
$81.4M
5
SOMRS
State of Michigan Retirement System
Michigan
$6.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
526
Ropes Wealth Advisors
Massachusetts
$35K +$1.14K +18 +3%
GWM
527
Geneos Wealth Management
Colorado
$33K -$28K -492 -46%
PMFA
528
Plante Moran Financial Advisors
Michigan
$33K +$1.65K +26 +5%
CI
529
CX Institutional
Indiana
$32K -$7.2K -114 -18%
CCA
530
Column Capital Advisors
Indiana
$32K – – –
FMII
531
Farmers & Merchants Investments Inc
Nebraska
$32K – – –
CCA
532
Childress Capital Advisors
Texas
$30K +$30K +478 New
BWL
533
Bogart Wealth LLC
Virginia
$29K – – –
FRA
534
Front Row Advisors
California
$28K – – –
PFBT
535
Parkside Financial Bank & Trust
Missouri
$28K +$635 +10 +2%
BCA
536
Berman Capital Advisors
Georgia
$28K +$1.35K +22 +5%
ZB
537
Zions Bancorporation
Utah
$26K -$990 -16 -4%
CCM
538
Covington Capital Management
California
$26K – – –
CIA
539
CSat Investment Advisory
Michigan
$25K -$76.4K -1,217 -75%
MC
540
Maverick Capital
Texas
$24K +$24K +387 New
SFM
541
Systematic Financial Management
New Jersey
$23K – – –
FCA
542
FinTrust Capital Advisors
South Carolina
$23K – – –
JGIA
543
Jackson Grant Investment Advisers
Connecticut
$23K +$23K +361 New
GLLW
544
Graves Light Lenhart Wealth
Virginia
$20K +$20K +314 New
VCG
545
Vantage Consulting Group
Virginia
$20K +$20K +320 New
TWA
546
TCI Wealth Advisors
Arizona
$19K -$1.06K -17 -5%
FMTCOCP
547
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$19K – – –
BFEC
548
Benjamin F. Edwards & Company
Missouri
$19K – – –
HR
549
Howe & Rusling
New York
$18K – – –
AWMS
550
Advocacy Wealth Management Services
Georgia
$17K – – –
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