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CBRE Group
CBRE

Overview Fund Activity

584 hedge funds and large institutions have $11.9B invested in CBRE Group in 2020 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 201 increasing their positions, 249 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
-53
Holders Change %
-8.32%
% of All Funds
12.9%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.15%
New
71
Increased
201
Reduced
249
Closed
119
Calls
$9.98M
Puts
$7.08M
Net Calls
+$2.9M
Net Calls Change
-$7.4M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
$233M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$49.4M
3
Swedbank
Swedbank
Sweden
$119M
4
Lazard Asset Management
Lazard Asset Management
New York
$21.4M
5
PI
PGGM Investments
Netherlands
$21.2M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$0
2
APG Asset Management
APG Asset Management
Netherlands
$68M
3
OAC
OMERS Administration Corp
Ontario, Canada
$8.65M
4
AL
AJO LP
Pennsylvania
$82.1M
5
CGM
Capital Growth Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
551
West Paces Advisors
Georgia
$6K – – –
AA
552
Advisory Alpha
Michigan
$5.28K +$5.28K +132 New
EWP
553
Engrave Wealth Partners
Texas
$5K -$7.34K -201 -59%
HR
554
Howe & Rusling
New York
$5K – – –
WT
555
Washington Trust
Rhode Island
$5K +$5K +138 New
EWM
556
Elmwood Wealth Management
California
$4.72K +$4.72K +100 New
Fidelity International
557
Fidelity International
Bermuda
$4K -$5.93M -142,239 -100%
FHA
558
Flagship Harbor Advisors
Massachusetts
$4K -$14.2K -391 -78%
CI
559
CX Institutional
Indiana
$4K -$2.64K -76 -40%
IA
560
IndexIQ Advisors
New York
$4K +$71 +2 +2%
SFS
561
Sowell Financial Services
Arkansas
$4K +$3.19K +87 +395%
WOC
562
West Oak Capital
California
$4K +$4K +100 New
FDCDDQ
563
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.06K – – –
FBT
564
First Bank & Trust
South Dakota
$3K – – –
GWS
565
Glassman Wealth Services
Virginia
$3K +$616 +15 +26%
DWM
566
Darwin Wealth Management
Florida
$3K +$3K +86 New
ED
567
Exane Derivatives
France
$2.9K – – –
SWA
568
Sutton Wealth Advisors
Florida
$2.53K +$264 +7 +12%
SQA
569
Simon Quick Advisors
New Jersey
$2K -$18.7K -560 -90%
TFO
570
Tarbox Family Office
California
$2K -$1.33K -34 -40%
CHA
571
Carmichael Hill & Associates
Maryland
$2K – – –
AF
572
Allworth Financial
California
$2K – – –
SNT
573
Security National Trust
West Virginia
$2K +$2K +65 New
OSAM
574
O'Shaughnessy Asset Management
Connecticut
$1K -$23K -643 -96%
GRP
575
Global Retirement Partners
California
$1K – – –
21 22
23
24 25