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CBRE Group
CBRE

Overview Fund Activity

776 hedge funds and large institutions have $34.3B invested in CBRE Group in 2021 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 285 increasing their positions, 248 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
+97
Holders Change %
+14.29%
% of All Funds
11.98%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
144
Increased
285
Reduced
248
Closed
37
Calls
$358M
Puts
$142M
Net Calls
+$216M
Net Calls Change
+$20.4M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$111M
2
State Street
State Street
Massachusetts
+$91.8M
3
Ameriprise
Ameriprise
Minnesota
+$87.5M
4
ZP
Zimmer Partners
New York
+$86.8M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$69.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$463M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$180M
3
American Century Companies
American Century Companies
Missouri
-$112M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$109M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$81.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
526
Covenant Partners
Tennessee
$403K – – –
NA
527
NewEdge Advisors
Louisiana
$400K +$400K +3,683 New
SCM
528
Stevens Capital Management
Pennsylvania
$400K +$400K +3,686 New
CFA
529
Cahill Financial Advisors
Minnesota
$397K – – –
CI
530
Conning Inc
Connecticut
$396K +$16.7K +154 +4%
CCP
531
Corient Capital Partners
California
$391K +$28.1K +259 +8%
CFG
532
Citizens Financial Group
Rhode Island
$388K -$12K -111 -3%
EWA
533
EP Wealth Advisors
California
$381K +$15.1K +139 +4%
EI
534
Ellevest Inc
New York
$380K -$2.93K -27 -0.8%
I
535
IMPACTfolio
Colorado
$380K +$380K +3,501 New
AA
536
Ancora Advisors
Ohio
$378K – – –
WW
537
Waterfront Wealth
Kansas
$377K – – –
CGL
538
Clarius Group LLC
Washington
$375K +$20.2K +186 +6%
SWM
539
Sendero Wealth Management
Texas
$373K +$373K +3,433 New
SIM
540
Sentry Investment Management
Wisconsin
$370K +$75.3K +694 +26%
WG
541
Winton Group
United Kingdom
$367K -$286K -2,638 -44%
PFBT
542
Parkside Financial Bank & Trust
Missouri
$367K +$312K +2,879 +571%
AIM
543
Anchor Investment Management
South Carolina
$364K +$3.8K +35 +1%
HWM
544
HB Wealth Management
Georgia
$362K +$362K +3,335 New
GI
545
GAMCO Investors
Connecticut
$351K – – –
PGFC
546
Peapack-Gladstone Financial Corp
New Jersey
$345K – – –
ASN
547
Advisory Services Network
Georgia
$344K +$344K +3,166 New
PRC
548
Pearl River Capital
Michigan
$341K +$62.2K +573 +22%
HDIM
549
Hanson & Doremus Investment Management
Vermont
$336K – – –
CFGS
550
Concourse Financial Group Securities
Alabama
$336K +$21.2K +195 +7%
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