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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
Rockefeller Capital Management
326
Rockefeller Capital Management
New York
$2.27M +$241K +2,686 +13%
DADC
327
D.A. Davidson & Co
Montana
$2.27M -$32.6K -363 -2%
HighTower Advisors
328
HighTower Advisors
Illinois
$2.25M +$335K +3,733 +19%
AO
329
Advisor OS
Illinois
$2.2M +$369K +4,104 +22%
KRS
330
Kentucky Retirement Systems
Kentucky
$2.2M -$162K -1,803 -7%
FHB
331
First Hawaiian Bank
Hawaii
$2.15M -$48.5K -540 -2%
SPIA
332
Steward Partners Investment Advisory
New York
$2.13M +$408K +4,542 +26%
VIM
333
Vinva Investment Management
Australia
$2.12M +$1.63M +18,155 +500%
CHP
334
Castle Hook Partners
New York
$2.12M +$1.95M +21,763 New
OSAM
335
O'Shaughnessy Asset Management
Connecticut
$2.05M +$240K +2,673 +14%
Pacer Advisors
336
Pacer Advisors
Pennsylvania
$2.04M +$45.6K +508 +2%
CAM
337
Cresset Asset Management
Illinois
$2.03M +$61.4K +684 +3%
MSRPS
338
Maryland State Retirement & Pension System
Maryland
$2.01M
SCM
339
Stevens Capital Management
Pennsylvania
$2.01M +$1.86M +20,703 New
CIBC World Market
340
CIBC World Market
Ontario, Canada
$2.01M +$13.5K +150 +0.7%
SAM
341
Shell Asset Management
Netherlands
$1.96M -$1.83M -20,370 -48%
UHC
342
Union Heritage Capital
Michigan
$1.96M +$458K +5,105 +34%
CAPTRUST Financial Advisors
343
CAPTRUST Financial Advisors
North Carolina
$1.95M -$537K -5,978 -23%
FWM
344
FFT Wealth Management
Pennsylvania
$1.89M +$1.74M +19,406 New
HIMCH
345
Hartford Investment Management Co (HIMCO)
Connecticut
$1.87M -$121K -1,342 -7%
VanEck Associates
346
VanEck Associates
New York
$1.85M +$27.4K +305 +2%
TI
347
Trexquant Investment
Connecticut
$1.83M +$1.69M +18,783 New
Verition Fund Management
348
Verition Fund Management
Connecticut
$1.77M +$389K +4,337 +31%
A
349
AlphaQuest
New York
$1.75M +$765K +8,521 +90%
BSW
350
Buckingham Strategic Wealth
Missouri
$1.7M +$359 +4 +0%

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.