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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
SAM
351
Securian Asset Management
Minnesota
$1.7M -$161K -1,789 -9%
PCS
352
Personal CFO Solutions
New Jersey
$1.7M +$1.71K +19 +0.1%
MGP
353
Metis Global Partners
California
$1.69M +$35.7K +398 +2%
DCM
354
Dean Capital Management
Kansas
$1.68M
LSERS
355
Louisiana State Employees Retirement System
Louisiana
$1.68M -$98.8K -1,100 -6%
KA
356
Kerrisdale Advisers
Florida
$1.67M
EAM
357
Erste Asset Management
Austria
$1.65M +$718K +8,000 +89%
AWM
358
AE Wealth Management
Kansas
$1.63M -$1.67M -18,650 -53%
HRC
359
Hoertkorn Richard Charles
$1.62M
TI
360
Tidal Investments
Wisconsin
$1.6M +$964K +10,740 +188%
Northwestern Mutual Wealth Management
361
Northwestern Mutual Wealth Management
Wisconsin
$1.59M +$149K +1,663 +11%
TIM
362
Triad Investment Management
California
$1.58M -$452K -5,034 -24%
Credit Agricole
363
Credit Agricole
France
$1.56M +$867K +9,656 +112%
CA
364
Cornerstone Advisors
North Carolina
$1.56M
CBTWT
365
Community Bank & Trust (Waco, Texas)
Texas
$1.51M -$70.5K -785 -5%
NMERB
366
New Mexico Educational Retirement Board
New Mexico
$1.5M -$71.8K -800 -5%
DILIC
367
Dai-ichi Life Insurance Company
Japan
$1.49M +$18.9K +211 +1%
Wealth Enhancement Advisory Services
368
Wealth Enhancement Advisory Services
Minnesota
$1.48M +$235K +2,615 +21%
AAP
369
Arax Advisory Partners
Colorado
$1.47M -$25.8K -287 -2%
BAMF
370
BI Asset Management Fondsmaeglerselskab
Denmark
$1.47M +$581K +6,471 +75%
HBT
371
Hills Bank & Trust
Iowa
$1.47M -$46.8K -521 -3%
Baird Financial Group
372
Baird Financial Group
Wisconsin
$1.46M +$147K +1,640 +12%
PIM
373
Plato Investment Management
Australia
$1.41M +$1.2M +13,417 +1,286%
CB
374
Commerce Bank
Missouri
$1.41M -$13.5K -150 -1%
GT
375
Greenleaf Trust
Michigan
$1.38M +$50.5K +562 +4%

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.