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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
VFPI
351
Vantage Financial Partners (Illinois)
Illinois
$268K +$246K +8,500 New
ECM
352
ETrade Capital Management
Virginia
$265K +$243K +8,408 New
RFCA
353
R&F Capital Advisors
New York
$264K +$243K +8,378 New
IIC
354
Integrated Investment Consultants
Michigan
$257K – – –
EOJOAM
355
E. Ohman J:or Asset Management
Sweden
$255K +$83.9K +2,900 +56%
CB
356
Commerce Bank
Missouri
$252K +$19.3K +667 +9%
Millennium Management
357
Millennium Management
New York
$249K +$228K +7,893 New
SAM
358
Sawgrass Asset Management
Florida
$249K +$229K +7,900 New
LWM
359
Lyell Wealth Management
California
$248K +$228K +7,880 New
FCI
360
Financial Counselors Inc
Kansas
$245K +$225K +7,768 New
Walleye Trading
361
Walleye Trading
New York
$243K -$187K -6,461 -46%
I2I
362
Insight 2811 Inc
Illinois
$238K -$37.4K -1,293 -15%
HighTower Advisors
363
HighTower Advisors
Illinois
$238K +$217K +7,511 New
Assenagon Asset Management
364
Assenagon Asset Management
Luxembourg
$238K +$219K +7,564 New
PP
365
Paloma Partners
Connecticut
$236K -$1.01M -34,843 -82%
MIH
366
Madison Investment Holdings
Wisconsin
$235K -$46.9K -1,620 -18%
TAF
367
Tredje AP-fonden
Sweden
$235K +$76.9K +2,656 +55%
GLRA
368
Gerald L. Ray & Associates
Texas
$233K – – –
CI
369
Conning Inc
Connecticut
$231K +$289 +10 +0.1%
CC
370
ClearArc Capital
Ohio
$229K -$1.01K -35 -0.5%
MSV
371
MN Services Vermogensbeheer
Netherlands
$228K – – –
ClearBridge Investments
372
ClearBridge Investments
New York
$226K – – –
AIP
373
Ameritas Investment Partners
Nebraska
$225K +$207K +7,141 New
AT
374
Arden Trust
Delaware
$217K +$199K +6,878 New
TH
375
Timber Hill
Connecticut
$216K +$199K +6,871 New
13 14
15
16 17

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.