CBRE icon

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 %
CHA
726
Carmichael Hill & Associates
Maryland
$7K – – –
TCOV
727
Trust Company of Vermont
Vermont
$7K +$7K +65 New
CT
728
Cambridge Trust
Massachusetts
$7K +$7K +66 New
MBFW
729
Morton Brown Family Wealth
Pennsylvania
$6K +$6K +53 New
CA
730
Cornerstone Advisory
Maryland
$6K +$6K +59 New
FMP
731
Financial Management Professionals
Texas
$5K – – –
VNA
732
Valley National Advisers
Pennsylvania
$5K – – –
SSB
733
Sandy Spring Bank
Maryland
$5K – – –
ZIG
734
Zullo Investment Group
Pennsylvania
$5K +$5K +43 New
TSWM
735
Tyler-Stone Wealth Management
Ohio
$5K +$5K +48 New
ED
736
Exane Derivatives
France
$4.78K -$285K -2,624 -98%
CI Investments Inc
737
CI Investments Inc
Ontario, Canada
$4K -$639K -6,385 -99%
SWA
738
SOA Wealth Advisors
New York
$4K – – –
RG
739
Retirement Group
California
$4K +$1.44K +14 +56%
JWA
740
JFS Wealth Advisors
Pennsylvania
$4K +$4K +38 New
HH
741
HWG Holdings
Texas
$4K +$4K +41 New
HI
742
Harbour Investments
Wisconsin
$3K -$35.9K -359 -92%
PP
743
Pacifica Partners
Canada
$3K – – –
WT
744
Washington Trust
Rhode Island
$3K – – –
JWM
745
Janiczek Wealth Management
Colorado
$3K +$1.29K +12 +75%
SC
746
Schubert & Co
Texas
$3K +$3K +24 New
EPM
747
Equitec Proprietary Markets
Illinois
$3K +$3K +29 New
SC
748
Sierra Capital
Florida
$3K +$3K +30 New
KFP
749
KB Financial Partners
New Jersey
$3K +$3K +31 New
CFRPA
750
Castle Financial & Retirement Planning Associates
New Jersey
$3K +$3K +31 New
28 29
30
31 32