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CBRE Group
CBRE

356 hedge funds and large institutions have $7.14B invested in CBRE Group in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 149 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

22% more call options, than puts

Call options by funds: $7.22M | Put options by funds: $5.9M

3% more funds holding

Funds holding: 346 → 356 (+10)

1% less capital invested

Capital invested by funds: $7.19B → $7.14B (-$59M)

11% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 149

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
356
Holders Change
+10
Holders Change %
+2.89%
% of All Funds
11.54%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
41
Increased
132
Reduced
149
Closed
30
Calls
$7.22M
Puts
$5.9M
Net Calls
+$1.32M
Net Calls Change
+$33K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$87.5M
2
Goldman Sachs
Goldman Sachs
New York
+$60.7M
3
FPP
Findlay Park Partners
United Kingdom
+$60.5M
4
SFM
Systematic Financial Management
New Jersey
+$43.6M
5
Prudential Financial
Prudential Financial
New Jersey
+$42.3M

Top Sellers

1
PHS
PFM Health Sciences
California
-$133M
2
WRF
Waddell & Reed Financial
Kansas
-$57.6M
3
TI
Turner Investments
Pennsylvania
-$55.5M
4
American Century Companies
American Century Companies
Missouri
-$48.1M
5
CCM
Criterion Capital Management
California
-$39.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
WRM
351
Westport Resources Management
Connecticut
$7K – – –
EFSCE
352
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
CFA
353
Carroll Financial Associates
North Carolina
$3K – – –
Carson Wealth (CWM LLC)
354
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.85K +123 New
CTC
355
Central Trust Company
Missouri
$2K -$4.63K -200 -67%
NES
356
New England Securities
New York
$2K – – –
CAW
357
Cornerstone Advisors (Washington)
Washington
$1K +$255 +11 +46%
PHS
358
PFM Health Sciences
California
– -$133M -5,688,887 Closed
WRF
359
Waddell & Reed Financial
Kansas
– -$57.6M -2,467,093 Closed
MAMU
360
Marathon Asset Management (UK)
United Kingdom
– -$38.9M -1,670,563 Closed
MCM
361
Moore Capital Management
New York
– -$26.9M -1,150,000 Closed
RIM
362
Rainier Investment Management
Washington
– -$22.3M -955,190 Closed
PIM
363
Partner Investment Management
California
– -$13.8M -591,327 Closed
MWNA
364
Marshall Wace North America
New York
– -$10.4M -446,864 Closed
BAAM
365
Baker Avenue Asset Management
California
– -$2.55M -109,230 Closed
SFP
366
Santa Fe Partners
New Mexico
– -$1.93M -82,536 Closed
Artisan Partners
367
Artisan Partners
Wisconsin
– -$1.48M -63,500 Closed
MAM
368
Martingale Asset Management
Massachusetts
– -$1.35M -57,634 Closed
Jane Street
369
Jane Street
New York
– -$1.3M -55,651 Closed
NMERB
370
New Mexico Educational Retirement Board
New Mexico
– -$1.13M -48,399 Closed
GXMC
371
Global X Management Company
New York
– -$963K -41,204 Closed
FIG
372
Fortress Investment Group
New York
– -$755K -32,300 Closed
APU
373
Alpine Partners USVI
U.S. Virgin Islands
– -$716K -30,654 Closed
TC
374
TradeLink Capital
Illinois
– -$624K -26,700 Closed
DC
375
Davenport & Co
Virginia
– -$614K -26,300 Closed
12 13 14
15
16

CBRE Hedge Fund Activity: Q3 2013 in Review

356 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q3 2013, worth a combined $7.14B — down 0.82% from $7.19B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CBRE positions and 30 closed out — a net gain of 11 holders — while 132 added to existing stakes and 149 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $87.5M. The largest seller was PFM Health Sciences, exiting entirely with an estimated $133M sold.

  • 356 institutional investors held CBRE Group (CBRE) as of Q3 2013, up from 346 in Q2 2013.
  • Funds reported $7.14B of CBRE Group stock for Q3 2013, down 0.82% quarter-over-quarter.
  • 41 funds opened new CBRE Group positions in Q3 2013 and 30 closed out, a net change of +11 holders.
  • The largest CBRE Group buyer in Q3 2013 was JP Morgan Chase, an estimated $87.5M added.
  • The largest CBRE Group seller in Q3 2013 was PFM Health Sciences, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2013.