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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
AB
251
Amalgamated Bank
New York
$1.02M +$164K +5,674 +21%
EI
252
Elkhorn Investments
Illinois
$1.02M +$941K +32,495 New
RRAM
253
River Road Asset Management
Kentucky
$1.01M +$933K +32,238 New
NMERB
254
New Mexico Educational Retirement Board
New Mexico
$1M +$69.5K +2,400 +8%
UBS Group
255
UBS Group
Switzerland
$1M -$1.54M -53,206 -63%
MIC
256
Meridian Investment Counsel
California
$1M -$28.9K -1,000 -3%
OPERF
257
Oregon Public Employees Retirement Fund
Oregon
$981K +$31.3K +1,081 +4%
FP
258
FDO Partners
Massachusetts
$957K +$879K +30,379 New
SAM
259
Securian Asset Management
Minnesota
$944K +$8.71K +301 +1%
HRC
260
Hoertkorn Richard Charles
$927K – – –
CIBC Asset Management
261
CIBC Asset Management
Ontario, Canada
$920K +$26.6K +919 +3%
CG
262
Clinton Group
New York
$888K -$3.99M -137,825 -83%
CBB
263
Citizens Business Bank
California
$879K +$281K +9,700 +53%
WAM
264
World Asset Management
Michigan
$872K -$59.1K -2,041 -7%
GPC
265
Glacier Peak Capital
Washington
$866K +$796K +27,500 New
FQ
266
First Quadrant
California
$819K – – –
TYCC
267
Texas Yale Capital Corp
Florida
$819K – – –
QAM
268
Quantres Asset Management
Cayman Islands
$816K +$750K +25,900 New
IPC
269
Independent Portfolio Consultants
Florida
$803K +$26.5K +915 +4%
CBA
270
Coastal Bridge Advisors
Connecticut
$787K – – –
HNB
271
Huntington National Bank
Ohio
$774K -$33.8K -1,169 -5%
CAM
272
Capstone Asset Management
Texas
$755K -$241K -8,320 -26%
IRF
273
IBM Retirement Fund
New York
$752K -$123K -4,257 -15%
RIM
274
Rampart Investment Management
Connecticut
$752K -$2.29K -79 -0.3%
HCMT
275
Highland Capital Management (Tennessee)
Tennessee
$750K -$210K -7,267 -23%
9 10
11
12 13

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.