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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
$116M
2
State Street
State Street
Massachusetts
$1.61B
3
Ameriprise
Ameriprise
Minnesota
$119M
4
ZP
Zimmer Partners
New York
$86.8M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$69.4M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$117M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.4B
3
American Century Companies
American Century Companies
Missouri
$246M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$408M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$22.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
651
AssetMark Inc
California
$87K – – –
AF
652
Advisornet Financial
Minnesota
$86K +$1.63K +15 +2%
QC
653
Quent Capital
New York
$86K +$86K +788 New
LC
654
Lindbrook Capital
California
$85K -$1.19K -11 -1%
BAM
655
Barrett Asset Management
New York
$85K +$1.53K +14 +2%
IA
656
IFP Advisors
Florida
$85K +$4.83K +44 +6%
NICM
657
Neo Ivy Capital Management
New York
$82K -$1.57M -14,512 -95%
IUHSA
658
Itau Unibanco Holding S.A.
Brazil
$82K +$82K +752 New
RMC
659
Resources Management Corp
Connecticut
$78K -$5.96K -55 -7%
CG
660
Cutler Group
California
$77K +$77K +711 New
BWL
661
Bogart Wealth LLC
Virginia
$76K – – –
EWA
662
EverSource Wealth Advisors
Alabama
$73K +$73K +670 New
FAG
663
Fortitude Advisory Group
Washington
$71K +$71K +654 New
TPCW
664
TD Private Client Wealth
New York
$67.2K -$16K -147 -19%
BDWM
665
Brewin Dolphin Wealth Management
Ireland
$67K – – –
C
666
Covestor
United Kingdom
$66K +$66K +608 New
MHR
667
Matthew Hamilton Rosenberg
$63K – – –
VRS
668
Virginia Retirement Systems
Virginia
$62K – – –
TAIM
669
TD Ameritrade Investment Management
Nebraska
$59K +$59K +545 New
TWA
670
TCI Wealth Advisors
Arizona
$57K +$2.4K +22 +4%
FMTCOCP
671
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$56K +$23.4K +215 +72%
JGIA
672
Jackson Grant Investment Advisers
Connecticut
$54K – – –
CFA
673
Carroll Financial Associates
North Carolina
$50K -$28.4K -267 -36%
PMFA
674
Plante Moran Financial Advisors
Michigan
$49K +$46.2K +427 +1,642%
Capstone Investment Advisors
675
Capstone Investment Advisors
New York
$49K +$49K +451 New
25 26
27
28 29