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CBRE Group

638 hedge funds and large institutions have $19.4B invested in CBRE Group in 2019 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 232 increasing their positions, 223 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $17.4M | Put options by funds: $7.05M

88% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 49

17% more capital invested

Capital invested by funds: $16.6B → $19.4B (+$2.78B)

17% more funds holding in top 10

Funds holding in top 10: 1214 (+2)

5% more funds holding

Funds holding: 609638 (+29)

1.05% more ownership

Funds ownership: 93.75%94.8% (+1.1%)

4% more repeat investments, than reductions

Existing positions increased: 232 | Existing positions reduced: 223

Holders
638
Holders Change
+29
Holders Change %
+4.76%
% of All Funds
12.57%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.28%
New
92
Increased
232
Reduced
223
Closed
49
Calls
$17.4M
Puts
$7.05M
Net Calls
+$10.3M
Net Calls Change
+$213M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
551
Manchester Capital Management
Vermont
$51K
CFA
552
Carroll Financial Associates
North Carolina
$49K +$775 +14 +2%
VCP
553
Verus Capital Partners
Arizona
$49K +$44.3K +800 New
VFA
554
Valeo Financial Advisors
Indiana
$47K +$16.3K +295 +64%
AF
555
Advisornet Financial
Minnesota
$45K
ASN
556
Advisory Services Network
Georgia
$44K -$117K -2,117 -74%
BC
557
Barnett & Company
Tennessee
$44K -$15.5K -280 -28%
PCIA
558
Prime Capital Investment Advisors
Kansas
$42K
ST
559
Smithfield Trust
Pennsylvania
$42K
GDP
560
Great Diamond Partners
Maine
$42K +$38.4K +693 New
CHAM
561
Clear Harbor Asset Management
Connecticut
$41.7K +$37.7K +680 New
RE
562
RBC Europe
United Kingdom
$41.4K
EI
563
Ellevest Inc
New York
$41K +$35.6K +643 +3,384%
OSAM
564
O'Shaughnessy Asset Management
Connecticut
$41K +$37.2K +671 New
BDWM
565
Brewin Dolphin Wealth Management
Ireland
$38K
SQA
566
Simon Quick Advisors
New Jersey
$38K +$29.5K +532 +605%
HFM
567
Harvest Fund Management
China
$38K +$34.6K +625 New
CCA
568
Column Capital Advisors
Indiana
$36K +$32.8K +593 New
CYG
569
Clean Yield Group
Vermont
$35K
ZB
570
Zions Bancorporation
Utah
$34K -$222 -4 -0.7%
KPW
571
Kore Private Wealth
New York
$34K +$30.9K +557 New
TPCW
572
TD Private Client Wealth
New York
$33K +$29.9K +539 New
RWA
573
Ropes Wealth Advisors
Massachusetts
$33K
EFSCE
574
Enterprise Financial Services Corp (EFSC)
Missouri
$33K +$24.6K +445 +454%
FHA
575
Flagship Harbor Advisors
Massachusetts
$31K +$8.03K +145 +41%