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CBRE Group

630 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, 194 increasing their positions, 256 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,004% more call options, than puts

Call options by funds: $190M | Put options by funds: $17.2M

51% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 53

25% more capital invested

Capital invested by funds: $20.2B → $25.4B (+$5.14B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

4% more funds holding

Funds holding: 608630 (+22)

0.32% less ownership

Funds ownership: 96%95.68% (-0.32%)

24% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 256

Holders
630
Holders Change
+22
Holders Change %
+3.62%
% 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
194
Reduced
256
Closed
53
Calls
$190M
Puts
$17.2M
Net Calls
+$173M
Net Calls Change
+$100M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
601
Liberty Wealth Management
California
$5K
EFSCE
602
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$849 +12 +23%
WT
603
Washington Trust
Rhode Island
$4K -$2.83K -40 -45%
CHA
604
Carmichael Hill & Associates
Maryland
$4K
BAM
605
Bellevue Asset Management
Washington
$3K -$495 -7 -18%
FMP
606
Financial Management Professionals
Texas
$3K
SFSIG
607
San Francisco Sentry Investment Group
California
$3K
VNA
608
Valley National Advisers
Pennsylvania
$3K
PMFA
609
Plante Moran Financial Advisors
Michigan
$2K -$35K -495 -95%
SWA
610
SOA Wealth Advisors
New York
$2K -$141 -2 -5%
CAM
611
ClariVest Asset Management
California
$2K
EWM
612
Endurance Wealth Management
Rhode Island
$2K
MLFP
613
MPS Loria Financial Planners
Illinois
$2K
PP
614
Pacifica Partners
Canada
$2K
PWMG
615
Prestige Wealth Management Group
New Jersey
$2K
RFA
616
Reilly Financial Advisors
California
$2K
RG
617
Retirement Group
California
$2K
MWA
618
Moser Wealth Advisors
Washington
$2K +$2.19K +31 New
SIS
619
Sound Income Strategies
Florida
$1.27K
BWM
620
Baystate Wealth Management
Massachusetts
$1K
CWC
621
Carolinas Wealth Consulting
North Carolina
$1K
JWM
622
Janiczek Wealth Management
Colorado
$1K
SFO
623
Standard Family Office
South Dakota
$1K +$919 +13 New
SWG
624
Summit Wealth Group
Vermont
$1K +$990 +14 New
MWP
625
Meridian Wealth Partners
Pennsylvania
$1K +$1.2K +17 New