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CBRE Group

579 hedge funds and large institutions have $15.6B invested in CBRE Group in 2018 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 227 increasing their positions, 198 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

15% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 198

1.89% more ownership

Funds ownership: 94.14%96.03% (+1.9%)

3% more capital invested

Capital invested by funds: $15.1B → $15.6B (+$471M)

1% more funds holding

Funds holding: 575579 (+4)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

42% less call options, than puts

Call options by funds: $13.8M | Put options by funds: $23.9M

Holders
579
Holders Change
+4
Holders Change %
+0.7%
% of All Funds
13.26%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.34%
New
62
Increased
227
Reduced
198
Closed
52
Calls
$13.8M
Puts
$23.9M
Net Calls
-$10.1M
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
401
ClearArc Capital
Ohio
$369K +$851 +18 +0.2%
VF
402
Virtu Financial
New York
$368K +$365K +7,709 New
SAM
403
Sawgrass Asset Management
Florida
$365K +$10.6K +225 +3%
TAM
404
Trillium Asset Management
Massachusetts
$356K
RCAG
405
Rehmann Capital Advisory Group
Michigan
$348K -$130K -2,757 -27%
HNB
406
Huntington National Bank
Ohio
$343K -$25.4K -538 -7%
BOTW
407
Bank of the West
California
$337K -$32.3K -684 -9%
W
408
Wealthfront
California
$335K -$15.2K -321 -4%
APA
409
American Portfolios Advisors
New York
$329K -$7.09K -150 -2%
IIC
410
Integrated Investment Consultants
Michigan
$328K -$4.07K -86 -1%
MML Investors Services
411
MML Investors Services
Massachusetts
$328K +$74.6K +1,577 +30%
CCB
412
Cutter & Co Brokerage
Missouri
$322K
CI
413
Conning Inc
Connecticut
$320K -$12.3K -260 -4%
WAM
414
Wealthspire Advisors (Maryland)
Maryland
$313K -$23.6K -500 -7%
SS
415
Simplicity Solutions
Minnesota
$311K +$308K +6,518 New
Calamos Advisors
416
Calamos Advisors
Illinois
$309K -$9.47M -200,300 -97%
CBT
417
Capital Bank & Trust
California
$308K
Northwestern Mutual Wealth Management
418
Northwestern Mutual Wealth Management
Wisconsin
$302K -$289K -6,118 -49%
SSWM
419
Smith Salley Wealth Management
North Carolina
$298K
WA
420
WESPAC Advisors
California
$297K -$102K -2,152 -26%
CTA
421
Carillon Tower Advisers
Florida
$291K +$2.88M +61,000 New
IRF
422
IBM Retirement Fund
New York
$290K -$18K -381 -6%
ECP
423
Elk Creek Partners
Colorado
$289K -$13.7K -290 -5%
HA
424
Harbor Advisors
Florida
$286K
SFM
425
Signature Financial Management
Virginia
$285K

CBRE Hedge Fund Activity: Q2 2018 in Review

579 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q2 2018, worth a combined $15.6B — up 3.1% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new CBRE positions and 52 closed out — a net gain of 10 holders — while 227 added to existing stakes and 198 trimmed.

The largest buyer was Vanguard Group, adding an estimated $498M. The largest seller was Vulcan Value Partners, cutting an estimated $114M.

  • 579 institutional investors held CBRE Group (CBRE) as of Q2 2018, up from 575 in Q1 2018.
  • Funds reported $15.6B of CBRE Group stock for Q2 2018, up 3.1% quarter-over-quarter.
  • 62 funds opened new CBRE Group positions in Q2 2018 and 52 closed out, a net change of +10 holders.
  • The largest CBRE Group buyer in Q2 2018 was Vanguard Group, an estimated $498M added.
  • The largest CBRE Group seller in Q2 2018 was Vulcan Value Partners, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2018.