We are live on ! Find out more
CBRE icon

CBRE Group

681 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, 269 increasing their positions, 233 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

618% more call options, than puts

Call options by funds: $227M | Put options by funds: $31.7M

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

43% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 49

15% more repeat investments, than reductions

Existing positions increased: 269 | Existing positions reduced: 233

13% more capital invested

Capital invested by funds: $27.5B → $31.1B (+$3.59B)

2% more funds holding

Funds holding: 667681 (+14)

0.37% less ownership

Funds ownership: 95.61%95.24% (-0.37%)

Holders
681
Holders Change
+14
Holders Change %
+2.1%
% 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
269
Reduced
233
Closed
49
Calls
$227M
Puts
$31.7M
Net Calls
+$196M
Net Calls Change
+$18.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
576
Optimum Investment Advisors
Illinois
$170K -$246K -2,650 -60%
LWM
577
Liberty Wealth Management
California
$157K +$93.8K +1,009 +184%
WTC
578
WhitTier Trust Company
Nevada
$156K
EAM
579
Erste Asset Management
Austria
$151K
FHA
580
First Horizon Advisors
Tennessee
$150K +$21.4K +230 +17%
NFG
581
Next Financial Group
Texas
$144K -$177K -1,902 -56%
CFD
582
Creative Financial Designs
Indiana
$139K
PCM
583
Penserra Capital Management
California
$137K +$11.8K +127 +10%
BCA
584
Berman Capital Advisors
Georgia
$125K +$31.7K +341 +36%
T
585
TOBAM
France
$112K
DMBA
586
Deseret Mutual Benefit Administrators
Utah
$107K -$45.8K -493 -31%
CA
587
Clearstead Advisors
Ohio
$97K -$3.44K -37 -4%
FGAM
588
Financial Gravity Asset Management
Texas
$97K -$93 -1 -20%
AIC
589
Archer Investment Corporation
Indiana
$89.6K
PFGIA
590
Patriot Financial Group Insurance Agency
Massachusetts
$88K +$14.1K +152 +20%
CFB
591
Cullen/Frost Bankers
Texas
$84K
CI
592
CX Institutional
Indiana
$84K +$6.78K +73 +9%
MCM
593
Manchester Capital Management
Vermont
$81K
AssetMark Inc
594
AssetMark Inc
California
$78K
LC
595
Lindbrook Capital
California
$78K
FCA
596
FinTrust Capital Advisors
South Carolina
$77K
AF
597
Advisornet Financial
Minnesota
$75K
RMC
598
Resources Management Corp
Connecticut
$75K +$7.9K +85 +12%
TPCW
599
TD Private Client Wealth
New York
$74.6K +$1.21K +13 +2%
BAM
600
Barrett Asset Management
New York
$74K +$71.1K +765 New