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CBRE Group
CBRE

780 hedge funds and large institutions have $26.6B invested in CBRE Group in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 336 increasing their positions, 255 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $40.4M | Put options by funds: $27.9M

32% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 255

0.11% less ownership

Funds ownership: 97.47% → 97.36% (-0.11%)

3% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 79

2% less funds holding

Funds holding: 795 → 780 (-15)

8% less capital invested

Capital invested by funds: $28.9B → $26.6B (-$2.33B)

15% less funds holding in top 10

Funds holding in top 10: 13 → 11 (-2)

Holders
780
Holders Change
-15
Holders Change %
-1.89%
% of All Funds
11.27%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
77
Increased
336
Reduced
255
Closed
79
Calls
$40.4M
Puts
$27.9M
Net Calls
+$12.5M
Net Calls Change
+$45.7M

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$172M
2
Swedbank
Swedbank
Sweden
+$134M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$105M
4
GIM
Generation Investment Management
United Kingdom
+$91.6M
5
BlackRock
BlackRock
New York
+$85.7M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$359M
2
VH
ValueAct Holdings
California
-$240M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$160M
4
GFA
Gallagher Fiduciary Advisors
Illinois
-$98.1M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$84.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
UIM
401
USS Investment Management
United Kingdom
$1.05M +$13.1K +148 +1%
NWM
402
Nicola Wealth Management
British Columbia, Canada
$1.05M +$765K +8,624 New
Osaic Holdings
403
Osaic Holdings
Arizona
$1.05M +$468K +5,273 +81%
GAM
404
Groupama Asset Management
France
$1.03M +$557K +6,279 +118%
PCM
405
Prelude Capital Management
New York
$1.03M +$1.02M +11,549 New
MC
406
Machina Capital
France
$1.03M +$1.02M +11,545 New
KeyBank National Association
407
KeyBank National Association
Ohio
$1.03M +$3.73K +42 +0.4%
AM
408
AGF Management
Ontario, Canada
$1.02M +$144K +1,626 +17%
BIM
409
Bridges Investment Management
Nebraska
$1.02M +$1.01M +11,430 New
SF
410
Synovus Financial
Georgia
$999K +$6.21K +70 +0.6%
KAS
411
Kestra Advisory Services
Texas
$999K -$85.1K -959 -8%
Wealthfront Advisers
412
Wealthfront Advisers
California
$989K +$265K +2,987 +37%
B
413
Bailard
California
$981K +$18.2K +205 +2%
BTI
414
Blue Trust Inc
Georgia
$976K +$535K +6,027 +150%
IB
415
Intrust Bank
Kansas
$961K -$18.1K -204 -2%
NB
416
Norinchukin Bank
Japan
$953K +$34.6K +390 +4%
NS
417
NBC Securities
Alabama
$952K +$187K +2,107 +25%
I
418
InceptionR
California
$943K +$635K +7,156 +209%
EF
419
Empirical Finance
Pennsylvania
$935K -$89.7K -1,011 -9%
BP
420
BBR Partners
New York
$927K – – –
Verition Fund Management
421
Verition Fund Management
Connecticut
$896K -$719K -8,108 -45%
NIM
422
NEOS Investment Management
Connecticut
$894K +$265K +2,988 +42%
AWM
423
Avior Wealth Management
Nebraska
$894K +$52.8K +595 +6%
PS
424
Principal Securities
Iowa
$881K +$6.03K +68 +0.7%
FTDI
425
First Trust Direct Indexing
Massachusetts
$881K +$143K +1,609 +19%
15 16
17
18 19

CBRE Hedge Fund Activity: Q2 2024 in Review

780 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q2 2024, worth a combined $26.6B — down 8% from $28.9B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of CBRE and 77 opened new positions — a net loss of 2 holders — while 255 trimmed existing stakes and 336 added.

The largest buyer was Millennium Management, adding an estimated $172M. The largest seller was Wellington Management Group, cutting an estimated $359M.

  • 780 institutional investors held CBRE Group (CBRE) as of Q2 2024, down from 795 in Q1 2024.
  • Funds reported $26.6B of CBRE Group stock for Q2 2024, down 8% quarter-over-quarter.
  • 77 funds opened new CBRE Group positions in Q2 2024 and 79 closed out, a net change of -2 holders.
  • The largest CBRE Group buyer in Q2 2024 was Millennium Management, an estimated $172M added.
  • The largest CBRE Group seller in Q2 2024 was Wellington Management Group, an estimated $359M sold.

Based on aggregated 13F filings for Q2 2024.