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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
IA
601
IFP Advisors
Florida
$73K +$650 +7 +1%
CFA
602
Carroll Financial Associates
North Carolina
$71K +$1.86K +20 +3%
BWL
603
Bogart Wealth LLC
Virginia
$68K
RE
604
RBC Europe
United Kingdom
$65.7K
BDWM
605
Brewin Dolphin Wealth Management
Ireland
$60.4K
HFM
606
Harvest Fund Management
China
$57K
MHR
607
Matthew Hamilton Rosenberg
$56K
PFBT
608
Parkside Financial Bank & Trust
Missouri
$49K +$1.39K +15 +3%
TWA
609
TCI Wealth Advisors
Arizona
$49K +$5.48K +59 +13%
JGIA
610
Jackson Grant Investment Advisers
Connecticut
$48K
FMII
611
Farmers & Merchants Investments Inc
Nebraska
$44K -$4.65K -50 -10%
FRA
612
Front Row Advisors
California
$41K
CCA
613
Column Capital Advisors
Indiana
$39K -$10.4K -112 -22%
HI
614
Harbour Investments
Wisconsin
$38K +$2.6K +28 +8%
SFM
615
Systematic Financial Management
New Jersey
$36K
TFS
616
TrustCore Financial Services
Tennessee
$36K +$34.4K +370 New
MGIM
617
M&G Investment Management
United Kingdom
$35.2K +$27.9M +300,167 +478%
ZB
618
Zions Bancorporation
Utah
$35K -$1.3K -14 -4%
SC
619
SouthState Corp
Florida
$34K +$32.5K +350 New
Koshinski Asset Management
620
Koshinski Asset Management
Illinois
$31.3K +$29.8K +321 New
GWM
621
Geneos Wealth Management
Colorado
$31K
GLLW
622
Graves Light Lenhart Wealth
Virginia
$31K
FMTCOCP
623
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29K
PK
624
Pflug Koory
Nebraska
$29K
HR
625
Howe & Rusling
New York
$29K +$4.27K +46 +18%