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CBRE Group

679 hedge funds and large institutions have $31.1B invested in CBRE Group in 2021 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 267 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
679
Holders Change
+14
Holders Change %
+2.11%
% of All Funds
11.92%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
70
Increased
267
Reduced
233
Closed
49
Calls
$227M
Puts
$31.7M
Net Calls
+$196M
Net Calls Change
+$18.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CCA
551
Checchi Capital Advisers
California
$226K +$226K +2,317 New
OWA
552
One Wealth Advisors
California
$221K -$148K -1,517 -40%
RB
553
Renasant Bank
Mississippi
$221K -$15K -154 -6%
RC
554
RegentAtlantic Capital
New Jersey
$221K +$221K +2,266 New
ST
555
Smithfield Trust
Pennsylvania
$220K +$89.5K +916 +69%
MAM
556
Meeder Asset Management
Ohio
$219K +$7.1K +73 +3%
MWM
557
Minot Wealth Management
Massachusetts
$217K +$217K +2,229 New
WFI
558
West Family Investments
California
$215K +$215K +2,212 New
WP
559
WMS Partners
Maryland
$212K +$212K +2,180 New
RT
560
Rockland Trust
Massachusetts
$211K +$211K +2,164 New
MG
561
Mather Group
Illinois
$211K +$211K +2,167 New
HWA
562
Heritage Wealth Advisors
Virginia
$210K
MC
563
Moors & Cabot
Massachusetts
$208K +$208K +2,134 New
TFF
564
The Family Firm
Maryland
$207K +$207K +2,025 New
SS
565
Simplicity Solutions
Minnesota
$207K +$207K +2,123 New
DCM
566
Dupont Capital Management
Delaware
$205K -$198K -2,030 -49%
RWRC
567
R.W. Roge & Company
New York
$204K +$204K +2,000 New
SEEDPG
568
S.E.E.D. Planning Group
New York
$204K +$204K +2,100 New
BWP
569
BSW Wealth Partners
Colorado
$204K +$204K +2,100 New
GIA
570
Gateway Investment Advisers
Ohio
$203K +$203K +2,085 New
KPWS
571
Kestra Private Wealth Services
Texas
$203K +$203K +2,089 New
CIP
572
Convergence Investment Partners
Florida
$198K -$55.8K -572 -22%
CMBA
573
C.M. Bidwell & Associates
Hawaii
$193K -$4.57K -47 -2%
OIA
574
Optimum Investment Advisors
Illinois
$170K -$257K -2,650 -60%
LWM
575
Liberty Wealth Management
California
$157K +$102K +1,009 +184%