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CBRE Group

795 hedge funds and large institutions have $28.9B invested in CBRE Group in 2024 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 295 increasing their positions, 290 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 48

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

4% more funds holding

Funds holding: 761795 (+34)

2% more capital invested

Capital invested by funds: $28.4B → $28.9B (+$551M)

2% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 290

2.62% less ownership

Funds ownership: 100.09%97.47% (-2.6%)

36% less call options, than puts

Call options by funds: $58.6M | Put options by funds: $91.8M

Holders
795
Holders Change
+34
Holders Change %
+4.47%
% of All Funds
11.45%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
93
Increased
295
Reduced
290
Closed
48
Calls
$58.6M
Puts
$91.8M
Net Calls
-$33.2M
Net Calls Change
-$64.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
276
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.4M -$190K -2,115 -6%
TCM
277
Twin Capital Management
Pennsylvania
$3.36M -$255K -2,840 -8%
Creative Planning
278
Creative Planning
Kansas
$3.35M +$282K +3,139 +10%
AUB
279
Atlantic Union Bankshares
Virginia
$3.33M +$85.4K +951 +3%
AAM
280
Azzad Asset Management
Virginia
$3.33M +$813K +9,052 +36%
IMCOOI
281
Investment Management Corp of Ontario (IMCO)
Canada
$3.33M -$3.78M -42,071 -55%
Bank of Nova Scotia
282
Bank of Nova Scotia
Ontario, Canada
$3.27M -$4.58M -50,961 -60%
Handelsbanken Fonder
283
Handelsbanken Fonder
Sweden
$3.24M -$828K -9,224 -22%
GAM
284
Gotham Asset Management
New York
$3.22M +$2.78M +30,923 +1,409%
JA
285
JLB & Associates
Michigan
$3.2M +$6.02K +67 +0.2%
BCI
286
Brinker Capital Investments
Pennsylvania
$3.2M +$1.04M +11,540 +54%
OPS
287
Orion Portfolio Solutions
Nebraska
$3.2M +$1.04M +11,540 +54%
BBVA
288
Banco Bilbao Vizcaya Argentaria
Spain
$3.14M +$476K +5,299 +20%
JIR
289
James Investment Research
Ohio
$3.12M -$64.6K -719 -2%
FDCDDQ
290
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.06M +$135K +1,498 +5%
BFM
291
Boothbay Fund Management
New York
$3.02M +$2.79M +31,050 New
LIP
292
Lighthouse Investment Partners
Florida
$3.01M -$2.16M -24,000 -44%
Schroder Investment Management Group
293
Schroder Investment Management Group
United Kingdom
$2.97M +$17.5K +195 +0.6%
OAM
294
Oppenheimer Asset Management
New York
$2.97M -$643K -7,162 -19%
MA
295
Montag & Associates
Georgia
$2.95M
Fidelity International
296
Fidelity International
Bermuda
$2.94M +$2.72M +30,257 New
ATIA
297
American Trust Investment Advisors
New Hampshire
$2.92M -$30.1K -335 -1%
AI
298
Atria Investments
North Carolina
$2.88M +$1.01M +11,289 +62%
PAS
299
Park Avenue Securities
New York
$2.86M +$17.4K +194 +0.7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
300
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.82M +$2.6M +29,000 New

CBRE Hedge Fund Activity: Q1 2024 in Review

795 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q1 2024, worth a combined $28.9B — up 1.9% from $28.4B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new CBRE positions and 48 closed out — a net gain of 45 holders — while 295 added to existing stakes and 290 trimmed.

The largest buyer was Millennium Management, adding an estimated $199M. The largest seller was Fidelity Investments, cutting an estimated $270M.

  • 795 institutional investors held CBRE Group (CBRE) as of Q1 2024, up from 761 in Q4 2023.
  • Funds reported $28.9B of CBRE Group stock for Q1 2024, up 1.9% quarter-over-quarter.
  • 93 funds opened new CBRE Group positions in Q1 2024 and 48 closed out, a net change of +45 holders.
  • The largest CBRE Group buyer in Q1 2024 was Millennium Management, an estimated $199M added.
  • The largest CBRE Group seller in Q1 2024 was Fidelity Investments, an estimated $270M sold.

Based on aggregated 13F filings for Q1 2024.