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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
EGM
426
Engineers Gate Manager
New York
$951K +$879K +9,784 New
VW
427
Vance Wealth
California
$929K -$443K -4,931 -34%
AWM
428
Avior Wealth Management
Nebraska
$918K +$120K +1,340 +17%
NMIMC
429
Northwestern Mutual Investment Management Company
Wisconsin
$918K -$19K -212 -2%
PHK
430
Point72 Hong Kong
Hong Kong
$912K +$843K +9,383 New
DFA
431
Delta Financial Advisors
Louisiana
$909K -$8.53K -95 -1%
HAIM
432
Hunter Associates Investment Management
Pennsylvania
$904K +$839K +9,341 New
EHWM
433
Eads & Heald Wealth Management
Georgia
$900K -$54.6K -608 -6%
GAM
434
Groupama Asset Management
France
$897K -$911K -10,148 -66%
RGI
435
River Global Investors
United Kingdom
$890K -$9.34K -104 -1%
SRC
436
Shufro Rose & Co
New York
$881K -$551K -6,135 -40%
LCM
437
LDR Capital Management
New York
$846K -$59K -657 -7%
PP
438
Paloma Partners
Connecticut
$836K +$772K +8,600 New
NS
439
NBC Securities
Alabama
$834K +$89.5K +997 +13%
UCFA
440
United Capital Financial Advisors
Texas
$827K +$12.2K +136 +2%
BCM
441
Brasada Capital Management
Texas
$827K +$763K +8,500 New
AAM
442
Advisors Asset Management
Colorado
$814K -$203K -2,264 -21%
SAI
443
Systematic Alpha Investments
New Jersey
$810K
CG
444
Caprock Group
Idaho
$807K +$92.6K +1,031 +14%
FTDI
445
First Trust Direct Indexing
Massachusetts
$804K +$209K +2,323 +39%
SI
446
Seeds Investor
New York
$803K -$97.5K -1,086 -12%
JFGIW
447
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$801K -$133K -1,478 -15%
SP
448
Symmetry Partners
Connecticut
$798K
HFS
449
Hantz Financial Services
Michigan
$796K +$735K +8,185 New
CRC
450
Curi RMB Capital
Illinois
$794K -$180 -2 -0%

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.