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CBRE Group

609 hedge funds and large institutions have $16.6B invested in CBRE Group in 2019 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 261 increasing their positions, 192 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 261 | Existing positions reduced: 192

20% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 51

2% more funds holding

Funds holding: 600609 (+9)

3% more capital invested

Capital invested by funds: $16.2B → $16.6B (+$408M)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1.39% less ownership

Funds ownership: 95.14%93.75% (-1.4%)

92% less call options, than puts

Call options by funds: $17.8M | Put options by funds: $221M

Holders
609
Holders Change
+9
Holders Change %
+1.5%
% of All Funds
13.36%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
61
Increased
261
Reduced
192
Closed
51
Calls
$17.8M
Puts
$221M
Net Calls
-$203M
Net Calls Change
-$213M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
551
Ropes Wealth Advisors
Massachusetts
$28K +$28.2K +537 New
FMII
552
Farmers & Merchants Investments Inc
Nebraska
$26K
VFA
553
Valeo Financial Advisors
Indiana
$25K +$1.16K +22 +5%
CCM
554
Covington Capital Management
California
$25K +$3.79K +72 +18%
FRA
555
Front Row Advisors
California
$24K -$316 -6 -1%
BCA
556
Berman Capital Advisors
Georgia
$23K
CFG
557
Citizens Financial Group
Rhode Island
$23K +$473 +9 +2%
NSIM
558
North Star Investment Management
Illinois
$21K +$21K +400 New
SFM
559
Systematic Financial Management
New Jersey
$20K -$1.6M -30,467 -99%
TL
560
TrueWealth LLC
Georgia
$20K
FHA
561
Flagship Harbor Advisors
Massachusetts
$18K +$15K +286 +409%
ACA
562
Atlas Capital Advisors
Wyoming
$17.3K -$12.6K -240 -42%
AWMS
563
Advocacy Wealth Management Services
Georgia
$17K
FMTCOCP
564
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$16K
PRC
565
Pearl River Capital
Michigan
$15K +$15K +286 New
NFG
566
Next Financial Group
Texas
$14K -$13K -247 -48%
SLF
567
Sun Life Financial
Ontario, Canada
$14K +$1.05K +20 +8%
PFBT
568
Parkside Financial Bank & Trust
Missouri
$13K +$2.94K +56 +29%
PCM
569
Penserra Capital Management
California
$12K -$312K -5,925 -96%
EW
570
Evoke Wealth
California
$11.8K +$11.7K +223 New
ME
571
McIlrath & Eck
Washington
$11K
CB
572
CNB Bank
Pennsylvania
$10K -$3.52K -67 -27%
CI
573
CX Institutional
Indiana
$10K -$2.58K -49 -20%
TFS
574
TrustCore Financial Services
Tennessee
$10K
FFC
575
First Financial Corp
Indiana
$10K +$9.73K +185 New