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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 %
FMII
576
Farmers & Merchants Investments Inc
Nebraska
$30K +$367 +6 +1%
CCM
577
Covington Capital Management
California
$29K – – –
BWL
578
Bogart Wealth LLC
Virginia
$29K +$29K +478 New
FRA
579
Front Row Advisors
California
$28K – – –
BCA
580
Berman Capital Advisors
Georgia
$28K +$1.31K +22 +5%
AWMS
581
Advocacy Wealth Management Services
Georgia
$26K +$5.74K +93 +28%
NSIM
582
North Star Investment Management
Illinois
$25K – – –
CDIA
583
Capital Directions Investment Advisors
Georgia
$24K +$24K +391 New
TL
584
TrueWealth LLC
Georgia
$23K – – –
SFM
585
Systematic Financial Management
New Jersey
$23K – – –
M
586
Mirova
France
$22K +$22K +356 New
MF
587
Manchester Financial
California
$20K +$20K +324 New
EWP
588
Engrave Wealth Partners
Texas
$20K +$20K +338 New
NFG
589
Next Financial Group
Texas
$19K +$2.59K +43 +16%
WAP
590
Wealthcare Advisory Partners
Pennsylvania
$18K -$58.8K -960 -77%
FMTCOCP
591
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$18K – – –
WT
592
Whittier Trust
California
$16K +$16K +261 New
BL
593
Balentine LLC
Georgia
$14K +$4.75K +75 +51%
EW
594
Evoke Wealth
California
$13.7K – – –
PFBT
595
Parkside Financial Bank & Trust
Missouri
$13K -$2.09K -34 -14%
SLF
596
Sun Life Financial
Ontario, Canada
$12K -$4.46K -74 -27%
CI
597
CX Institutional
Indiana
$12K – – –
ME
598
McIlrath & Eck
Washington
$12K – – –
PA
599
Procyon Advisors
Connecticut
$12K +$12K +193 New
FFC
600
First Financial Corp
Indiana
$11K – – –
22 23
24
25 26