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CBRE Group
CBRE

Overview Fund Activity

665 hedge funds and large institutions have $27.5B invested in CBRE Group in 2021 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 227 increasing their positions, 241 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
665
Holders Change
+37
Holders Change %
+5.89%
% of All Funds
11.61%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
81
Increased
227
Reduced
241
Closed
38
Calls
$191M
Puts
$13M
Net Calls
+$178M
Net Calls Change
+$4.75M

Top Buyers

1
BlackRock
BlackRock
New York
+$263M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$116M
3
Artisan Partners
Artisan Partners
Wisconsin
+$110M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$90M
5
FPP
Findlay Park Partners
United Kingdom
+$74.7M

Top Sellers

1
GIM
Generation Investment Management
United Kingdom
-$251M
2
Principal Financial Group
Principal Financial Group
Iowa
-$214M
3
Harris Associates
Harris Associates
Illinois
-$138M
4
Cohen & Steers
Cohen & Steers
New York
-$81.7M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$73.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
576
Patriot Financial Group Insurance Agency
Massachusetts
$64K – – –
BC
577
Barnett & Company
Tennessee
$62K – – –
IA
578
IFP Advisors
Florida
$62K +$3.86K +45 +7%
CFA
579
Carroll Financial Associates
North Carolina
$61K -$16.7K -196 -21%
BWL
580
Bogart Wealth LLC
Virginia
$60K – – –
RMC
581
Resources Management Corp
Connecticut
$59K -$222K -2,600 -79%
RE
582
RBC Europe
United Kingdom
$57.9K – – –
BDWM
583
Brewin Dolphin Wealth Management
Ireland
$53.2K – – –
HFM
584
Harvest Fund Management
China
$51K +$33.8K +392 +196%
MHR
585
Matthew Hamilton Rosenberg
$49K – – –
LWM
586
Liberty Wealth Management
California
$47K +$39.3K +457 +508%
CCA
587
Column Capital Advisors
Indiana
$44K – – –
FMII
588
Farmers & Merchants Investments Inc
Nebraska
$43K – – –
JGIA
589
Jackson Grant Investment Advisers
Connecticut
$42K +$2.04K +24 +5%
PFBT
590
Parkside Financial Bank & Trust
Missouri
$42K +$3.87K +45 +10%
FRA
591
Front Row Advisors
California
$39K -$367 -4 -0.9%
TWA
592
TCI Wealth Advisors
Arizona
$38K +$1.72K +20 +5%
CSPIA
593
Cary Street Partners Investment Advisory
Virginia
$37K – – –
ZB
594
Zions Bancorporation
Utah
$32K – – –
SFM
595
Systematic Financial Management
New Jersey
$32K – – –
CFO
596
CVA Family Office
Colorado
$32K +$7.68K +90 +32%
HI
597
Harbour Investments
Wisconsin
$31K +$3.52K +41 +13%
GLLW
598
Graves Light Lenhart Wealth
Virginia
$27K – – –
GWM
599
Geneos Wealth Management
Colorado
$26K -$13K -156 -33%
FMTCOCP
600
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K – – –
22 23
24
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