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CBRE Group

557 hedge funds and large institutions have $15.1B invested in CBRE Group in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 165 increasing their positions, 252 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $31.5M | Put options by funds: $27.2M

4% more capital invested

Capital invested by funds: $14.5B → $15.1B (+$516M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.36% less ownership

Funds ownership: 96.08%95.71% (-0.36%)

5% less funds holding

Funds holding: 585557 (-28)

34% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 74

35% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 252

Holders
557
Holders Change
-28
Holders Change %
-4.79%
% of All Funds
11.24%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
49
Increased
165
Reduced
252
Closed
74
Calls
$31.5M
Puts
$27.2M
Net Calls
+$4.26M
Net Calls Change
-$938K
Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
601
Squar Milner Financial Services
California
-$205K -4,543 Closed
WAM
602
Wealthspire Advisors (Maryland)
Maryland
-$201K -4,442 Closed
AWM
603
Apollon Wealth Management
South Carolina
-$190K -4,205 Closed
CAN
604
Cetera Advisor Networks
California
-$175K -3,861 Closed
FPA
605
First Pacific Advisors
California
-$173K -3,815 Closed
C
606
Cerebellum
California
-$127K -2,923 Closed
RIM
607
Rampart Investment Management
Connecticut
-$116K -2,567 Closed
CFG
608
Citizens Financial Group
Rhode Island
-$91K -1,994 Closed
FANJ
609
Financial Architects (New Jersey)
New Jersey
-$82K -1,812 Closed
OPS
610
Orion Portfolio Solutions
Nebraska
-$68K -1,507 Closed
VFA
611
Valeo Financial Advisors
Indiana
-$29K -642 Closed
OCM
612
Ovata Capital Management
Hong Kong
-$26K -572 Closed
FAM
613
Fred Alger Management
New York
-$23K -500 Closed
NSIM
614
North Star Investment Management
Illinois
-$18K -400 Closed
KPW
615
Kore Private Wealth
New York
-$18K -399 Closed
BL
616
Balentine LLC
Georgia
-$13K -285 Closed
PAG
617
Private Advisor Group
New Jersey
-$13K -280 Closed
ACA
618
Atlas Capital Advisors
Wyoming
-$11.4K -253 Closed
VEA
619
Virtus ETF Advisers
New York
-$10K -231 Closed
ARIS
620
Advanced Research Investment Solutions
California
-$9.31K -206 Closed
PA
621
Procyon Advisors
Connecticut
-$8K -170 Closed
EWP
622
Engrave Wealth Partners
Texas
-$6K -137 Closed
FHA
623
First Horizon Advisors
Tennessee
-$2K -64 Closed
SQA
624
Simon Quick Advisors
New Jersey
-$3K -60 Closed
KWM
625
Keebeck Wealth Management
Illinois
-$2K -54 Closed

CBRE Hedge Fund Activity: Q3 2020 in Review

557 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q3 2020, worth a combined $15.1B — up 3.5% from $14.5B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of CBRE and 49 opened new positions — a net loss of 25 holders — while 252 trimmed existing stakes and 165 added.

The largest buyer was Invesco, adding an estimated $309M. The largest seller was AJO LP, cutting an estimated $62M.

  • 557 institutional investors held CBRE Group (CBRE) as of Q3 2020, down from 585 in Q2 2020.
  • Funds reported $15.1B of CBRE Group stock for Q3 2020, up 3.5% quarter-over-quarter.
  • 49 funds opened new CBRE Group positions in Q3 2020 and 74 closed out, a net change of -25 holders.
  • The largest CBRE Group buyer in Q3 2020 was Invesco, an estimated $309M added.
  • The largest CBRE Group seller in Q3 2020 was AJO LP, an estimated $62M sold.

Based on aggregated 13F filings for Q3 2020.