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CBRE Group
CBRE

Overview Fund Activity

776 hedge funds and large institutions have $34.3B invested in CBRE Group in 2021 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 285 increasing their positions, 248 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
776
Holders Change
+97
Holders Change %
+14.29%
% of All Funds
11.98%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
144
Increased
285
Reduced
248
Closed
37
Calls
$358M
Puts
$142M
Net Calls
+$216M
Net Calls Change
+$20.4M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$111M
2
State Street
State Street
Massachusetts
+$91.8M
3
Ameriprise
Ameriprise
Minnesota
+$87.5M
4
ZP
Zimmer Partners
New York
+$86.8M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$69.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$463M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$180M
3
American Century Companies
American Century Companies
Missouri
-$112M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$109M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$81.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
601
AlphaSimPlex Group
Massachusetts
$238K -$185K -1,706 -44%
SC
602
Savant Capital
Illinois
$237K +$237K +2,185 New
TC
603
TownSquare Capital
Utah
$236K +$236K +2,171 New
RT
604
Rockland Trust
Massachusetts
$235K – – –
MC
605
Moors & Cabot
Massachusetts
$235K +$3.37K +31 +1%
HWA
606
Heritage Wealth Advisors
Virginia
$234K – – –
1WA
607
180 Wealth Advisors
Washington
$233K -$14.4K -142 -6%
FNBOH
608
First National Bank of Hutchinson
Kansas
$230K +$230K +2,120 New
TSS
609
Two Sigma Securities
New York
$226K +$226K +2,085 New
EFA
610
Evernest Financial Advisors
Indiana
$225K +$225K +2,603 New
OWA
611
One Wealth Advisors
California
$225K -$21.4K -197 -9%
SEEDPG
612
S.E.E.D. Planning Group
New York
$225K -$2.38K -22 -1%
CIP
613
Convergence Investment Partners
Florida
$221K +$543 +5 +0.2%
TFF
614
The Family Firm
Maryland
$220K – – –
CAMG
615
CWA Asset Management Group
Florida
$220K +$220K +2,030 New
Luther King Capital Management (LKCM)
616
Luther King Capital Management (LKCM)
Texas
$220K +$220K +2,031 New
MWM
617
Mission Wealth Management
California
$219K -$77.9K -718 -26%
CWM
618
Circle Wealth Management
New Jersey
$218K +$218K +2,008 New
TWM
619
Tolleson Wealth Management
Texas
$217K +$217K +2,000 New
CSPAM
620
Cary Street Partners Asset Management
Virginia
$214K +$214K +1,968 New
PWPS
621
Pinnacle Wealth Planning Services
Ohio
$214K +$214K +1,973 New
MW
622
Marcum Wealth
Ohio
$214K +$214K +1,974 New
BJL
623
Brighton Jones LLC
Washington
$214K +$214K +1,974 New
APG
624
Abacus Planning Group
South Carolina
$214K +$214K +1,976 New
HFM
625
Harvest Fund Management
China
$212K +$148K +1,365 +231%
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