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CBRE Group

630 hedge funds and large institutions have $25.4B invested in CBRE Group in 2021 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 194 increasing their positions, 256 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,004% more call options, than puts

Call options by funds: $190M | Put options by funds: $17.2M

51% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 53

25% more capital invested

Capital invested by funds: $20.2B → $25.4B (+$5.14B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4% more funds holding

Funds holding: 608630 (+22)

0.32% less ownership

Funds ownership: 96%95.68% (-0.32%)

24% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 256

Holders
630
Holders Change
+22
Holders Change %
+3.62%
% of All Funds
11.06%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
80
Increased
194
Reduced
256
Closed
53
Calls
$190M
Puts
$17.2M
Net Calls
+$173M
Net Calls Change
+$100M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
551
CX Institutional
Indiana
$50K +$9.05K +128 +25%
BDWM
552
Brewin Dolphin Wealth Management
Ireland
$49K
MHR
553
Matthew Hamilton Rosenberg
$46K
CCA
554
Column Capital Advisors
Indiana
$40K
FMII
555
Farmers & Merchants Investments Inc
Nebraska
$40K
GWM
556
Geneos Wealth Management
Colorado
$39K -$7.85K -111 -19%
WAP
557
Wealthcare Advisory Partners
Pennsylvania
$38K +$33.8K +478 New
JGIA
558
Jackson Grant Investment Advisers
Connecticut
$37K +$7.71K +109 +30%
PFBT
559
Parkside Financial Bank & Trust
Missouri
$35K +$212 +3 +0.7%
FRA
560
Front Row Advisors
California
$34K -$990 -14 -3%
CSPIA
561
Cary Street Partners Investment Advisory
Virginia
$34K +$30.6K +433 New
TWA
562
TCI Wealth Advisors
Arizona
$33K +$8.2K +116 +38%
CCM
563
Covington Capital Management
California
$32K
CIA
564
CSat Investment Advisory
Michigan
$31K -$566 -8 -2%
ZB
565
Zions Bancorporation
Utah
$29K -$3.61K -51 -12%
SFM
566
Systematic Financial Management
New Jersey
$29K
GLLW
567
Graves Light Lenhart Wealth
Virginia
$25K
HI
568
Harbour Investments
Wisconsin
$25K +$22.6K +320 New
FMTCOCP
569
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$24K
CFO
570
CVA Family Office
Colorado
$23K +$20.2K +285 New
HR
571
Howe & Rusling
New York
$20K -$2.12K -30 -11%
CA
572
Crewe Advisors
Utah
$19K
AWMS
573
Advocacy Wealth Management Services
Georgia
$18K -$3.54K -50 -18%
GWSG
574
GPS Wealth Strategies Group
Colorado
$17K +$15.9K +225 New
FHC
575
First Horizon Corporation
Tennessee
$16K