We are live on ! Find out more
CBRE icon

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
AWMS
626
Advocacy Wealth Management Services
Georgia
$22K
GWSG
627
GPS Wealth Strategies Group
Colorado
$22K
LWA
628
Lenox Wealth Advisors
New York
$20K
ME
629
McIlrath & Eck
Washington
$19K
AF
630
Allworth Financial
California
$19K +$12.5K +134 +227%
SA
631
SRH Advisors
Kansas
$19K +$18.6K +200 New
CB
632
CNB Bank
Pennsylvania
$18K
MA
633
MUFG Americas
New York
$18K +$17.1K +184 New
GWS
634
Glassman Wealth Services
Virginia
$17K +$3.16K +34 +24%
GPA
635
Guidance Point Advisors
Massachusetts
$16K +$15.6K +168 New
WPA
636
West Paces Advisors
Georgia
$15.5K
Optiver Holding
637
Optiver Holding
Netherlands
$15K +$14.8K +159 New
AP
638
Arlington Partners
Alabama
$12K
EW
639
Evoke Wealth
California
$12K
MPWT
640
MassMutual Private Wealth & Trust
Connecticut
$12K
TG
641
TCW Group
California
$10.2K -$184K -1,975 -2%
GWMIA
642
Global Wealth Management Investment Advisory
Florida
$10K
KIG
643
Kowal Investment Group
Wisconsin
$10K +$9.66K +104 New
TFIPS
644
Towarzystwo Funduszy Inwestycyjnych PZU SA
$9.74K
HCP
645
Hexagon Capital Partners
Arkansas
$9K
RA
646
Resolute Advisors
California
$9K
TFO
647
Tarbox Family Office
California
$9K
SWA
648
Sutton Wealth Advisors
Florida
$8.28K +$186 +2 +2%
AS
649
Altshuler Shaham
Israel
$8K -$93 -1 -1%
Simplex Trading
650
Simplex Trading
Illinois
$8K