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CBRE Group
CBRE

356 hedge funds and large institutions have $7.14B invested in CBRE Group in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 149 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

22% more call options, than puts

Call options by funds: $7.22M | Put options by funds: $5.9M

3% more funds holding

Funds holding: 346 → 356 (+10)

1% less capital invested

Capital invested by funds: $7.19B → $7.14B (-$59M)

11% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 149

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
356
Holders Change
+10
Holders Change %
+2.89%
% of All Funds
11.54%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
41
Increased
132
Reduced
149
Closed
30
Calls
$7.22M
Puts
$5.9M
Net Calls
+$1.32M
Net Calls Change
+$33K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$87.5M
2
Goldman Sachs
Goldman Sachs
New York
+$60.7M
3
FPP
Findlay Park Partners
United Kingdom
+$60.5M
4
SFM
Systematic Financial Management
New Jersey
+$43.6M
5
Prudential Financial
Prudential Financial
New Jersey
+$42.3M

Top Sellers

1
PHS
PFM Health Sciences
California
-$133M
2
WRF
Waddell & Reed Financial
Kansas
-$57.6M
3
TI
Turner Investments
Pennsylvania
-$55.5M
4
American Century Companies
American Century Companies
Missouri
-$48.1M
5
CCM
Criterion Capital Management
California
-$39.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
226
Telos Capital Management
California
$1.07M +$109K +4,705 +11%
QIM
227
Quantitative Investment Management
Virginia
$969K +$970K +41,900 New
Lazard Asset Management
228
Lazard Asset Management
New York
$961K +$683K +29,490 +244%
Bessemer Group
229
Bessemer Group
New Jersey
$912K -$130K -5,634 -12%
PFM
230
PacWest Financial Management
Arizona
$904K -$15.7K -680 -2%
PI
231
Placemark Investments
Illinois
$877K +$106K +4,567 +14%
BPBT
232
Boston Private Bank & Trust
Massachusetts
$854K +$32.1K +1,385 +4%
IPC
233
Independent Portfolio Consultants
Florida
$817K +$422K +18,210 +106%
SAA
234
Southeast Asset Advisors
Georgia
$793K -$54.2K -2,340 -6%
Bank of Montreal
235
Bank of Montreal
Ontario, Canada
$773K +$66K +2,849 +9%
Janus Henderson Group
236
Janus Henderson Group
United Kingdom
$771K – – –
SMDAM
237
Sumitomo Mitsui DS Asset Management
Japan
$763K -$8.01K -346 -1%
CIBC Asset Management
238
CIBC Asset Management
Ontario, Canada
$762K +$1.39K +60 +0.2%
Nomura Asset Management
239
Nomura Asset Management
Japan
$758K – – –
BA
240
Bridgewater Associates
Connecticut
$747K +$747K +32,281 New
GIA
241
Gateway Investment Advisers
Ohio
$746K +$53.6K +2,314 +8%
GI
242
GLG Inc
New York
$725K – – –
Zurich Cantonal Bank
243
Zurich Cantonal Bank
Switzerland
$704K +$357K +15,406 +103%
Citadel Advisors
244
Citadel Advisors
Florida
$689K +$303K +13,087 +78%
MOACM
245
Mutual of America Capital Management
New York
$668K -$64.4K -2,780 -9%
OPERF
246
Oregon Public Employees Retirement Fund
Oregon
$663K +$5.33K +230 +0.8%
Creative Planning
247
Creative Planning
Kansas
$658K +$51.9K +2,242 +9%
AAM
248
Aberdeen Asset Management
United Kingdom
$638K – – –
Nisa Investment Advisors
249
Nisa Investment Advisors
Missouri
$617K – – –
FCBT
250
First Citizens Bank & Trust
North Carolina
$608K -$92.1K -3,978 -13%
8 9
10
11 12

CBRE Hedge Fund Activity: Q3 2013 in Review

356 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q3 2013, worth a combined $7.14B — down 0.82% from $7.19B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CBRE positions and 30 closed out — a net gain of 11 holders — while 132 added to existing stakes and 149 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $87.5M. The largest seller was PFM Health Sciences, exiting entirely with an estimated $133M sold.

  • 356 institutional investors held CBRE Group (CBRE) as of Q3 2013, up from 346 in Q2 2013.
  • Funds reported $7.14B of CBRE Group stock for Q3 2013, down 0.82% quarter-over-quarter.
  • 41 funds opened new CBRE Group positions in Q3 2013 and 30 closed out, a net change of +11 holders.
  • The largest CBRE Group buyer in Q3 2013 was JP Morgan Chase, an estimated $87.5M added.
  • The largest CBRE Group seller in Q3 2013 was PFM Health Sciences, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2013.