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CBRE Group
CBRE

456 hedge funds and large institutions have $10.4B invested in CBRE Group in 2016 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $18M | Put options by funds: $8.79M

33% more funds holding in top 10

Funds holding in top 10: 12 → 16 (+4)

15% more capital invested

Capital invested by funds: $9.03B → $10.4B (+$1.36B)

4% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 68

5% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 171

1% less funds holding

Funds holding: 461 → 456 (-5)

Holders
456
Holders Change
-5
Holders Change %
-1.08%
% of All Funds
11.4%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.4%
New
71
Increased
163
Reduced
171
Closed
68
Calls
$18M
Puts
$8.79M
Net Calls
+$9.2M
Net Calls Change
+$12.6M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
+$217M
2
VH
ValueAct Holdings
California
+$210M
3
JP Morgan Chase
JP Morgan Chase
New York
+$140M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$43.7M
5
HCM
Hitchwood Capital Management
New York
+$40.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$157M
2
GFA
Gallagher Fiduciary Advisors
Illinois
-$109M
3
Ameriprise
Ameriprise
Minnesota
-$107M
4
HCM
Herndon Capital Management
Georgia
-$39.7M
5
CCM
Criterion Capital Management
California
-$39.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
226
Stifel Financial
Missouri
$1.41M +$263K +9,084 +25%
ERSOT
227
Employees Retirement System of Texas
Texas
$1.4M -$3.81M -131,600 -75%
PAM
228
Panagora Asset Management
Massachusetts
$1.36M -$11.7M -402,608 -90%
Janus Henderson Group
229
Janus Henderson Group
United Kingdom
$1.36M +$119K +4,100 +10%
BUB
230
BBVA USA Bancshares
Texas
$1.36M +$31.2K +1,078 +3%
MOACM
231
Mutual of America Capital Management
New York
$1.35M -$68.9K -2,380 -5%
OC
232
Oppenheimer & Co
New York
$1.35M -$6.8K -235 -0.5%
FWM
233
Frontier Wealth Management
Missouri
$1.31M +$1.2M +41,604 New
Skandinaviska Enskilda Banken (SEB)
234
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.3M -$478K -16,514 -29%
MSA
235
Mason Street Advisors
Wisconsin
$1.29M +$19K +655 +2%
BCM
236
BlueCrest Capital Management
Jersey
$1.27M +$1.16M +40,198 New
SDIC
237
South Dakota Investment Council
South Dakota
$1.25M -$1.09M -37,700 -49%
TRSOTSOK
238
Teachers Retirement System of the State of Kentucky
Kentucky
$1.24M – – –
ONB
239
Old National Bancorp
Indiana
$1.23M +$2.2K +76 +0.2%
AB
240
AT Bancorp
Iowa
$1.2M -$113K -3,893 -9%
LTFS
241
Ladenburg Thalmann Financial Services
Florida
$1.18M -$112K -3,867 -9%
Nomura Asset Management
242
Nomura Asset Management
Japan
$1.18M +$23.2K +800 +2%
SBA
243
Seven Bridges Advisors
New York
$1.17M +$41.1K +1,419 +4%
DADC
244
D.A. Davidson & Co
Montana
$1.13M +$85K +2,937 +9%
Brown Advisory
245
Brown Advisory
Maryland
$1.1M +$377K +13,009 +59%
CBTWT
246
Community Bank & Trust (Waco, Texas)
Texas
$1.1M +$49K +1,692 +5%
NMIMC
247
Northwestern Mutual Investment Management Company
Wisconsin
$1.08M +$142K +4,917 +17%
SB
248
Suntrust Banks
Georgia
$1.06M -$26.6K -919 -3%
HS
249
HighVista Strategies
Massachusetts
$1.04M – – –
RHJA
250
Rice Hall James & Associates
California
$1.03M -$33.4K -1,155 -3%
8 9
10
11 12

CBRE Hedge Fund Activity: Q4 2016 in Review

456 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q4 2016, worth a combined $10.4B — up 15% from $9.03B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new CBRE positions and 68 closed out — a net gain of 3 holders — while 163 added to existing stakes and 171 trimmed.

The largest buyer was Vulcan Value Partners, opening a new position worth an estimated $217M. The largest seller was Fidelity Investments, cutting an estimated $157M.

  • 456 institutional investors held CBRE Group (CBRE) as of Q4 2016, down from 461 in Q3 2016.
  • Funds reported $10.4B of CBRE Group stock for Q4 2016, up 15% quarter-over-quarter.
  • 71 funds opened new CBRE Group positions in Q4 2016 and 68 closed out, a net change of +3 holders.
  • The largest CBRE Group buyer in Q4 2016 was Vulcan Value Partners, an estimated $217M added.
  • The largest CBRE Group seller in Q4 2016 was Fidelity Investments, an estimated $157M sold.

Based on aggregated 13F filings for Q4 2016.