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CBRE Group

667 hedge funds and large institutions have $27.5B invested in CBRE Group in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 228 increasing their positions, 242 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,361% more call options, than puts

Call options by funds: $191M | Put options by funds: $13M

113% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 38

8% more capital invested

Capital invested by funds: $25.4B → $27.5B (+$2.12B)

6% more funds holding

Funds holding: 630667 (+37)

0.07% less ownership

Funds ownership: 95.68%95.61% (-0.07%)

6% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 242

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
667
Holders Change
+37
Holders Change %
+5.87%
% of All Funds
11.61%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
81
Increased
228
Reduced
242
Closed
38
Calls
$191M
Puts
$13M
Net Calls
+$178M
Net Calls Change
+$4.75M
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
526
Peapack-Gladstone Financial Corp
New Jersey
$246K -$2.31K -27 -0.9%
WWM
527
Windsor Wealth Management
Indiana
$244K -$2.65K -31 -1%
Cetera Investment Advisers
528
Cetera Investment Advisers
Illinois
$238K +$237K +2,772 New
CCB
529
Cutter & Co Brokerage
Missouri
$237K
CG
530
Caprock Group
Idaho
$233K -$11.4K -133 -5%
MGWM
531
Marks Group Wealth Management
Minnesota
$229K -$84.2K -986 -27%
MWM
532
Mission Wealth Management
California
$226K +$598 +7 +0.3%
IC
533
IEQ Capital
California
$225K +$224K +2,626 New
VF
534
Virtu Financial
New York
$224K -$948K -11,109 -81%
CIP
535
Convergence Investment Partners
Florida
$223K -$34.8K -408 -14%
FMT
536
First Mercantile Trust
Tennessee
$221K -$26.5K -310 -11%
PCP
537
Proficio Capital Partners
Massachusetts
$220K +$1.37K +16 +0.6%
AAS
538
Avantax Advisory Services
Texas
$215K +$213K +2,501 New
HIA
539
Harbor Investment Advisory
Maryland
$208K
SCA
540
Snowden Capital Advisors
New York
$208K +$207K +2,422 New
RB
541
Renasant Bank
Mississippi
$207K +$206K +2,418 New
P
542
Pitcairn
Pennsylvania
$201K +$201K +2,351 New
LSAG
543
Lake Street Advisors Group
New Hampshire
$200K +$179K +2,096 New
ED
544
Exane Derivatives
France
$189K +$187K +2,196 +2,852%
MAM
545
Meeder Asset Management
Ohio
$187K +$8.28K +97 +5%
HWA
546
Heritage Wealth Advisors
Virginia
$185K
CMBA
547
C.M. Bidwell & Associates
Hawaii
$174K +$13K +152 +8%
PMAS
548
PNC Managed Account Solutions
Texas
$169K +$168K +1,970 New
SOW
549
State of Wyoming
Wyoming
$168K +$49.7K +582 +42%
HDIM
550
Hanson & Doremus Investment Management
Vermont
$159K -$7.68K -90 -3%