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IGR

CBRE Global Real Estate Income Fund
IGR

96 hedge funds and large institutions have $208M invested in CBRE Global Real Estate Income Fund in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

5% more funds holding

Funds holding: 91 → 96 (+5)

0.79% more ownership

Funds ownership: 23.62% → 24.42% (+0.79%)

3% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 30

10% less capital invested

Capital invested by funds: $231M → $208M (-$23.6M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
96
Holders Change
+5
Holders Change %
+5.49%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
22
Increased
29
Reduced
30
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
Rivernorth Capital Management
Florida
+$9.13M
2
MC
Matisse Capital
Oregon
+$4.93M
3
LCM
Landscape Capital Management
New Jersey
+$4.78M
4
Citigroup
Citigroup
New York
+$2.39M
5
DA
Doliver Advisors
Texas
+$2M

Top Sellers

1
MGAM
McGowan Group Asset Management
Texas
-$16.4M
2
UBS Group
UBS Group
Switzerland
-$3.9M
3
MCM
Moore Capital Management
New York
-$2.27M
4
Morgan Stanley
Morgan Stanley
New York
-$1.6M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$982K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$71K +$10.7K +1,426 +17%
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$70K -$39K -5,200 -35%
BCM
78
Blume Capital Management
California
$66K – – –
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$60K +$61.4K +8,195 New
CG
80
Cutler Group
California
$54K – – –
GWM
81
Geneos Wealth Management
Colorado
$27K -$187 -25 -0.7%
KPCM
82
Kings Point Capital Management
New York
$26K – – –
WAM
83
Wealthspire Advisors (Maryland)
Maryland
$20K – – –
JIC
84
Joel Isaacson & Co
New York
$19K – – –
SEI Investments
85
SEI Investments
Pennsylvania
$16K – – –
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$15K – – –
CFN
87
Cordasco Financial Network
Florida
$14K – – –
GRP
88
Global Retirement Partners
California
$13K +$13.1K +1,742 New
MBT
89
Montecito Bank & Trust
California
$11K +$11.2K +1,500 New
SPIA
90
Steward Partners Investment Advisory
New York
$9K +$10.1K +1,348 New
AF
91
Allworth Financial
California
$6K – – –
Manulife (Manufacturers Life Insurance)
92
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4K +$90 +12 +2%
BlackRock
93
BlackRock
New York
$2K – – –
LWM
94
LBA Wealth Management
Florida
$2K – – –
IPC
95
Independent Portfolio Consultants
Florida
$2K +$2.44K +325 New
CCMW
96
Cypress Capital Management (Wyoming)
Wyoming
$300 -$5.17K -689 -94%
BFM
97
Boothbay Fund Management
New York
$146 +$150K +20,000 New
MGAM
98
McGowan Group Asset Management
Texas
– -$16.4M -1,948,277 Closed
MCM
99
Moore Capital Management
New York
– -$2.27M -270,000 Closed
Baird Financial Group
100
Baird Financial Group
Wisconsin
– -$982K -116,960 Closed
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