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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
BWA
576
BDO Wealth Advisors
Florida
$31K +$28.1K +507 New
FMII
577
Farmers & Merchants Investments Inc
Nebraska
$30K +$332 +6 +1%
CCM
578
Covington Capital Management
California
$29K
BWL
579
Bogart Wealth LLC
Virginia
$29K +$26.5K +478 New
FRA
580
Front Row Advisors
California
$28K
BCA
581
Berman Capital Advisors
Georgia
$28K +$1.22K +22 +5%
AWMS
582
Advocacy Wealth Management Services
Georgia
$26K +$5.15K +93 +28%
NSIM
583
North Star Investment Management
Illinois
$25K
CDIA
584
Capital Directions Investment Advisors
Georgia
$24K +$21.7K +391 New
SFM
585
Systematic Financial Management
New Jersey
$23K
TL
586
TrueWealth LLC
Georgia
$23K
M
587
Mirova
France
$22K +$19.7K +356 New
MF
588
Manchester Financial
California
$20K +$17.9K +324 New
EWP
589
Engrave Wealth Partners
Texas
$20K +$18.7K +338 New
NFG
590
Next Financial Group
Texas
$19K +$2.38K +43 +16%
WAP
591
Wealthcare Advisory Partners
Pennsylvania
$18K -$53.2K -960 -77%
FMTCOCP
592
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$18K
WT
593
Whittier Trust
California
$16K +$14.5K +261 New
BL
594
Balentine LLC
Georgia
$14K +$4.15K +75 +51%
EW
595
Evoke Wealth
California
$13.7K
PFBT
596
Parkside Financial Bank & Trust
Missouri
$13K -$1.88K -34 -14%
SLF
597
Sun Life Financial
Ontario, Canada
$12K -$4.1K -74 -27%
CI
598
CX Institutional
Indiana
$12K
ME
599
McIlrath & Eck
Washington
$12K
PA
600
Procyon Advisors
Connecticut
$12K +$10.7K +193 New