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This page summarizes the CIGI holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether CIGI is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
13F Filers Increasing CIGI Share Count |
Whittier Trust Co. of Nevada Inc. |
36 |
243 |
+207 |
+575.00% |
Tobam |
456 |
1,302 |
+846 |
+185.53% |
Ronald Blue Trust Inc. |
4 |
9 |
+5 |
+125.00% |
Lincluden Management Ltd. |
35,489 |
56,582 |
+21,093 |
+59.44% |
JFS Wealth Advisors LLC |
5 |
6 |
+1 |
+20.00% |
Whittier Trust Co. |
3,235 |
3,764 |
+529 |
+16.35% |
Empowered Funds LLC |
6,533 |
7,178 |
+645 |
+9.87% |
Addenda Capital Inc. |
117,022 |
127,362 |
+10,340 |
+8.84% |
Argent Capital Management LLC |
26,006 |
26,750 |
+744 |
+2.86% |
Natixis Advisors L.P. |
13,578 |
13,817 |
+239 |
+1.76% |
Fenimore Asset Management Inc. |
234,832 |
238,897 |
+4,065 |
+1.73% |
Swiss National Bank |
81,800 |
82,200 |
+400 |
+0.49% |
Cornerstone Investment Partners LLC |
1,991 |
1,997 |
+6 |
+0.30% |
Montrusco Bolton Investments Inc. |
118,057 |
118,403 |
+346 |
+0.29% |
13F Filers Reporting New Positions In CIGI |
K.J. Harrison & Partners Inc |
0 |
17,110 |
+17,110 |
+100% |
Capstone Investment Advisors LLC |
0 |
1,876 |
+1,876 |
+100% |
Susquehanna International Group LLP |
0 |
4,694 |
+4,694 |
+100% |
HighTower Advisors LLC |
0 |
1,638 |
+1,638 |
+100% |
Genus Capital Management Inc. |
0 |
3,660 |
+3,660 |
+100% |
Pathway Financial Advisors LLC |
0 |
4,500 |
+4,500 |
+100% |
Central Pacific Bank Trust Division |
0 |
990 |
+990 |
+100% |
13F Filers With Unchanged Share Count |
Huntington National Bank |
13 |
13 |
UNCH |
0.00% |
Proequities Inc. |
6 |
6 |
UNCH |
0.00% |
Kornitzer Capital Management Inc. KS |
5,885 |
5,885 |
UNCH |
0.00% |
Fort Washington Investment Advisors Inc. OH |
107,369 |
107,369 |
UNCH |
0.00% |
Thompson Investment Management Inc. |
15,500 |
15,500 |
UNCH |
0.00% |
GHP Investment Advisors Inc. |
405 |
405 |
UNCH |
0.00% |
Signaturefd LLC |
28 |
28 |
UNCH |
0.00% |
First Horizon Advisors Inc. |
34 |
34 |
UNCH |
0.00% |
Sequoia Financial Advisors LLC |
2,424 |
2,424 |
UNCH |
0.00% |
Compass Ion Advisors LLC |
2,681 |
2,681 |
UNCH |
0.00% |
Security National Bank |
553 |
553 |
UNCH |
0.00% |
Dougherty Wealth Advisers LLC |
20 |
20 |
UNCH |
0.00% |
Canoe Financial LP |
44,305 |
44,305 |
UNCH |
0.00% |
13F Filers Decreasing CIGI Share Count |
Quantbot Technologies LP |
7,406 |
3,824 |
-3,582 |
-48.37% |
Ceredex Value Advisors LLC |
103,092 |
85,544 |
-17,548 |
-17.02% |
Chevy Chase Trust Holdings Inc. |
9,370 |
8,770 |
-600 |
-6.40% |
Dixon Mitchell Investment Counsel Inc. |
85,361 |
80,211 |
-5,150 |
-6.03% |
CLARET ASSET MANAGEMENT Corp |
7,136 |
6,756 |
-380 |
-5.33% |
First Pacific Advisors LP |
44,913 |
43,600 |
-1,313 |
-2.92% |
Victory Capital Management Inc. |
710,420 |
701,925 |
-8,495 |
-1.20% |
Kirr Marbach & Co. LLC IN |
145,752 |
143,996 |
-1,756 |
-1.20% |
Fiera Capital Corp |
210,164 |
207,844 |
-2,320 |
-1.10% |
Bank of New York Mellon Corp |
2,258 |
2,249 |
-9 |
-0.40% |
Raymond James Financial Services Advisors Inc. |
3,209 |
3,200 |
-9 |
-0.28% |
Zurcher Kantonalbank Zurich Cantonalbank |
8,832 |
8,817 |
-15 |
-0.17% |
13F Filers Exiting CIGI |
PSI Advisors LLC |
100 |
0 |
-100 |
-100.00% |
See Summary: Institutional Holders of CIGI
See Details: Top 10 Hedge Funds Holding CIGI
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