CBRE icon

CBRE Group
CBRE

Overview Fund Activity

606 hedge funds and large institutions have $20.2B invested in CBRE Group in 2020 Q4 according to their latest regulatory filings, with 100 funds opening new positions, 194 increasing their positions, 238 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+51
Holders Change %
+9.19%
% of All Funds
10.75%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.14%
New
100
Increased
194
Reduced
238
Closed
43
Calls
$92.9M
Puts
$20.5M
Net Calls
+$72.4M
Net Calls Change
+$68.1M

Top Buyers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$699M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$889M
3
Goldman Sachs
Goldman Sachs
New York
$114M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$137M
5
American Century Companies
American Century Companies
Missouri
$325M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$428M
2
AllianceBernstein
AllianceBernstein
Tennessee
$363M
3
Wells Fargo
Wells Fargo
California
$428M
4
CB
Cooke & Bieler
Pennsylvania
$81.4M
5
SOMRS
State of Michigan Retirement System
Michigan
$6.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
576
Allworth Financial
California
$4K – – –
FBT
577
First Bank & Trust
South Dakota
$4K – – –
MPWT
578
MassMutual Private Wealth & Trust
Connecticut
$4K +$4K +66 New
AWG
579
Altus Wealth Group
Colorado
$4K +$4K +68 New
BAM
580
Bellevue Asset Management
Washington
$3K -$15.7K -204 -84%
EFSCE
581
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
SFSIG
582
San Francisco Sentry Investment Group
California
$3K – – –
FMP
583
Financial Management Professionals
Texas
$3K – – –
CHA
584
Carmichael Hill & Associates
Maryland
$3K – – –
VNA
585
Valley National Advisers
Pennsylvania
$3K – – –
FHA
586
First Horizon Advisors
Tennessee
$3K +$3K +40 New
M
587
MOTCO
Texas
$2K – – –
CAM
588
ClariVest Asset Management
California
$2K – – –
RFA
589
Reilly Financial Advisors
California
$2K +$2K +27 New
PP
590
Pacifica Partners
Canada
$2K +$2K +29 New
MLFP
591
MPS Loria Financial Planners
Illinois
$2K +$2K +35 New
SWA
592
SOA Wealth Advisors
New York
$2K +$2K +37 New
CBTWT
593
Community Bank & Trust (Waco, Texas)
Texas
$1.6K -$65 -1,036 -4%
EWM
594
Endurance Wealth Management
Rhode Island
$1K – – –
JWM
595
Janiczek Wealth Management
Colorado
$1K – – –
BWM
596
Baystate Wealth Management
Massachusetts
$1K – – –
SIS
597
Sound Income Strategies
Florida
$1K – – –
PWMG
598
Prestige Wealth Management Group
New Jersey
$1K +$227 +5 +29%
MA
599
MUFG Americas
New York
$1K +$1K +10 New
RG
600
Retirement Group
California
$1K +$579 +11 +138%
22 23
24
25 26