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CBRE Group
CBRE

Overview Fund Activity

628 hedge funds and large institutions have $25.4B invested in CBRE Group in 2021 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 192 increasing their positions, 256 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
628
Holders Change
+22
Holders Change %
+3.63%
% of All Funds
11.06%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.16%
New
80
Increased
192
Reduced
256
Closed
53
Calls
$190M
Puts
$17.2M
Net Calls
+$173M
Net Calls Change
+$100M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$425M
2
BlackRock
BlackRock
New York
$2.41B
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$159M
4
Cohen & Steers
Cohen & Steers
New York
$78.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.19B

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$992M
2
Swedbank
Swedbank
Sweden
$125M
3
CCM
Cantillon Capital Management
New York
$379M
4
American Century Companies
American Century Companies
Missouri
$304M
5
Principal Financial Group
Principal Financial Group
Iowa
$653M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
601
Washington Trust
Rhode Island
$4K -$3.27K -40 -45%
CHA
602
Carmichael Hill & Associates
Maryland
$4K – – –
BAM
603
Bellevue Asset Management
Washington
$3K -$656 -7 -18%
SFSIG
604
San Francisco Sentry Investment Group
California
$3K – – –
VNA
605
Valley National Advisers
Pennsylvania
$3K – – –
FMP
606
Financial Management Professionals
Texas
$3K – – –
PMFA
607
Plante Moran Financial Advisors
Michigan
$2K -$38.1K -495 -95%
SWA
608
SOA Wealth Advisors
New York
$2K -$114 -2 -5%
CAM
609
ClariVest Asset Management
California
$2K – – –
RFA
610
Reilly Financial Advisors
California
$2K – – –
EWM
611
Endurance Wealth Management
Rhode Island
$2K – – –
MLFP
612
MPS Loria Financial Planners
Illinois
$2K – – –
RG
613
Retirement Group
California
$2K – – –
PWMG
614
Prestige Wealth Management Group
New Jersey
$2K – – –
PP
615
Pacifica Partners
Canada
$2K – – –
MWA
616
Moser Wealth Advisors
Washington
$2K +$2K +31 New
SIS
617
Sound Income Strategies
Florida
$1.27K – – –
CWC
618
Carolinas Wealth Consulting
North Carolina
$1K – – –
BWM
619
Baystate Wealth Management
Massachusetts
$1K – – –
JWM
620
Janiczek Wealth Management
Colorado
$1K – – –
SFO
621
Standard Family Office
South Dakota
$1K +$1K +13 New
SWG
622
Summit Wealth Group
Vermont
$1K +$1K +14 New
MWP
623
Meridian Wealth Partners
Pennsylvania
$1K +$1K +17 New
FGAM
624
Financial Gravity Asset Management
Texas
$827 -$248 -3 -23%
MGIM
625
M&G Investment Management
United Kingdom
$331 +$16 +198 +5%
23 24
25
26 27