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CBRE Group
CBRE

Overview Fund Activity

637 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, 231 increasing their positions, 223 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
Holders Change
+29
Holders Change %
+4.77%
% of All Funds
12.58%
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
231
Reduced
223
Closed
49
Calls
$17.4M
Puts
$7.05M
Net Calls
+$10.3M
Net Calls Change
+$213M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$173M
2
Truist Financial
Truist Financial
North Carolina
+$157M
3
Swedbank
Swedbank
Sweden
+$146M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$69.2M
5
CB
Cooke & Bieler
Pennsylvania
+$57M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$99M
2
OAC
OMERS Administration Corp
Ontario, Canada
-$73.2M
3
Lazard Asset Management
Lazard Asset Management
New York
-$64.2M
4
Cohen & Steers
Cohen & Steers
New York
-$57M
5
SOMRS
State of Michigan Retirement System
Michigan
-$54.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
551
Carroll Financial Associates
North Carolina
$49K +$845 +14 +2%
VCP
552
Verus Capital Partners
Arizona
$49K +$49K +800 New
VFA
553
Valeo Financial Advisors
Indiana
$47K +$18.3K +295 +64%
AF
554
Advisornet Financial
Minnesota
$45K – – –
ASN
555
Advisory Services Network
Georgia
$44K -$127K -2,117 -74%
BC
556
Barnett & Company
Tennessee
$44K -$17.1K -280 -28%
ST
557
Smithfield Trust
Pennsylvania
$42K – – –
PCIA
558
Prime Capital Investment Advisors
Kansas
$42K – – –
GDP
559
Great Diamond Partners
Maine
$42K +$42K +693 New
CHAM
560
Clear Harbor Asset Management
Connecticut
$41.7K +$41.7K +680 New
RE
561
RBC Europe
United Kingdom
$41.4K – – –
EI
562
Ellevest Inc
New York
$41K +$39.8K +643 +3,384%
OSAM
563
O'Shaughnessy Asset Management
Connecticut
$41K +$41K +671 New
BDWM
564
Brewin Dolphin Wealth Management
Ireland
$38K – – –
SQA
565
Simon Quick Advisors
New Jersey
$38K +$32.6K +532 +605%
HFM
566
Harvest Fund Management
China
$38K +$38K +625 New
CCA
567
Column Capital Advisors
Indiana
$36K +$36K +593 New
CYG
568
Clean Yield Group
Vermont
$35K – – –
ZB
569
Zions Bancorporation
Utah
$34K -$245 -4 -0.7%
KPW
570
Kore Private Wealth
New York
$34K +$34K +557 New
TPCW
571
TD Private Client Wealth
New York
$33K +$33K +539 New
RWA
572
Ropes Wealth Advisors
Massachusetts
$33K – – –
EFSCE
573
Enterprise Financial Services Corp (EFSC)
Missouri
$33K +$27K +445 +454%
FHA
574
Flagship Harbor Advisors
Massachusetts
$31K +$8.97K +145 +41%
BWA
575
BDO Wealth Advisors
Florida
$31K +$31K +507 New
21 22
23
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