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CBRE Group
CBRE

708 hedge funds and large institutions have $22B invested in CBRE Group in 2023 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 266 increasing their positions, 248 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 66

2.38% more ownership

Funds ownership: 95.36% → 97.74% (+2.4%)

7% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 248

1% more funds holding

Funds holding: 703 → 708 (+5)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

4% less capital invested

Capital invested by funds: $23B → $22B (-$916M)

57% less call options, than puts

Call options by funds: $48.1M | Put options by funds: $111M

Holders
708
Holders Change
+5
Holders Change %
+0.71%
% of All Funds
11.28%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
79
Increased
266
Reduced
248
Closed
66
Calls
$48.1M
Puts
$111M
Net Calls
-$63.3M
Net Calls Change
-$79.5M

Top Buyers

Rank Fund Capital Flow
1
LCOV
London Company of Virginia
Virginia
+$142M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$88.9M
3
LPC
Long Pond Capital
New York
+$78.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$65.2M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$43.9M

Top Sellers

Rank Fund Capital Flow
1
NAM
Nissay Asset Management
Japan
-$65.7M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
-$53.3M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$42.4M
4
SCA
Southpoint Capital Advisors
New York
-$38.5M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$35.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CNB
276
Czech National Bank
Czech Republic
$2.71M +$18.3K +224 +0.6%
JIM
277
Jensen Investment Management
Oregon
$2.7M – – –
PAS
278
Park Avenue Securities
New York
$2.7M +$180K +2,208 +6%
ET
279
Equitable Trust
Tennessee
$2.6M -$259K -3,164 -8%
EAM
280
Eukles Asset Management
Ohio
$2.59M -$10.5K -129 -0.4%
LPL Financial
281
LPL Financial
California
$2.58M +$71.2K +871 +3%
PP
282
Prosperity Planning
Missouri
$2.58M +$2.89M +35,404 New
Brown Advisory
283
Brown Advisory
Maryland
$2.57M +$769K +9,417 +36%
GAM
284
Gotham Asset Management
New York
$2.53M +$781K +9,563 +38%
MF
285
Magnetar Financial
Illinois
$2.53M +$2.84M +34,758 New
YIH
286
Y-Intercept (HK)
Hong Kong
$2.52M +$2.83M +34,578 New
MA
287
Montag & Associates
Georgia
$2.52M -$256K -3,135 -8%
QCM
288
Quantinno Capital Management
New York
$2.49M -$152K -1,863 -5%
Mariner
289
Mariner
Kansas
$2.48M +$299K +3,659 +12%
OSAM
290
O'Shaughnessy Asset Management
Connecticut
$2.48M +$52.5K +642 +2%
QT
291
Quantbot Technologies
New York
$2.44M +$2.74M +33,573 New
JIR
292
James Investment Research
Ohio
$2.43M +$553K +6,764 +25%
Rafferty Asset Management
293
Rafferty Asset Management
New York
$2.42M +$360K +4,409 +15%
CANY
294
Caxton Associates (New York)
New York
$2.31M +$2.59M +31,667 New
Mawer Investment Management
295
Mawer Investment Management
Alberta, Canada
$2.31M +$389K +4,757 +18%
OAM
296
Oppenheimer Asset Management
New York
$2.29M +$118K +1,450 +5%
TRSOTSOK
297
Teachers Retirement System of the State of Kentucky
Kentucky
$2.18M – – –
Aviva
298
Aviva
United Kingdom
$2.1M -$10.1M -123,147 -81%
MIC
299
Meridian Investment Counsel
California
$2.1M – – –
VAS
300
Vestmark Advisory Solutions
Massachusetts
$2.09M +$137K +1,682 +6%
10 11
12
13 14

CBRE Hedge Fund Activity: Q1 2023 in Review

708 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q1 2023, worth a combined $22B — down 4% from $23B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new CBRE positions and 66 closed out — a net gain of 13 holders — while 266 added to existing stakes and 248 trimmed.

The largest buyer was London Company of Virginia, opening a new position worth an estimated $142M. The largest seller was Nissay Asset Management, cutting an estimated $65.7M.

  • 708 institutional investors held CBRE Group (CBRE) as of Q1 2023, up from 703 in Q4 2022.
  • Funds reported $22B of CBRE Group stock for Q1 2023, down 4% quarter-over-quarter.
  • 79 funds opened new CBRE Group positions in Q1 2023 and 66 closed out, a net change of +13 holders.
  • The largest CBRE Group buyer in Q1 2023 was London Company of Virginia, an estimated $142M added.
  • The largest CBRE Group seller in Q1 2023 was Nissay Asset Management, an estimated $65.7M sold.

Based on aggregated 13F filings for Q1 2023.