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CBRE Group

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: 795780 (-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: 1311 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
426
Commonwealth Equity Services
Massachusetts
$869K -$84.5K -952 -9%
MA
427
MJP Associates
Connecticut
$867K +$142K +1,596 +20%
KRSITF
428
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$867K -$7.63K -86 -0.9%
GC
429
Guggenheim Capital
Illinois
$866K -$156K -1,757 -15%
EHWM
430
Eads & Heald Wealth Management
Georgia
$858K +$33.5K +378 +4%
NMIMC
431
Northwestern Mutual Investment Management Company
Wisconsin
$855K +$14.4K +162 +2%
Carson Wealth (CWM LLC)
432
Carson Wealth (CWM LLC)
Nebraska
$852K -$70.7K -797 -8%
VW
433
Vance Wealth
California
$852K +$621 +7 +0.1%
CG
434
Caprock Group
Idaho
$849K +$109K +1,224 +15%
3IP
435
3Chopt Investment Partners
Virginia
$844K +$840K +9,473 New
DFA
436
Delta Financial Advisors
Louisiana
$833K
AAS
437
Avantax Advisory Services
Texas
$832K +$829K +9,341 New
KA
438
Kerrisdale Advisers
Florida
$820K -$704K -7,935 -46%
RGI
439
River Global Investors
United Kingdom
$805K -$10.6K -119 -1%
Federated Hermes
440
Federated Hermes
Pennsylvania
$791K +$414K +4,665 +111%
SRC
441
Shufro Rose & Co
New York
$781K -$26.6K -300 -3%
PA
442
Procyon Advisors
Connecticut
$768K +$88.6K +999 +13%
CIBC Private Wealth Group
443
CIBC Private Wealth Group
Georgia
$767K -$193K -2,176 -20%
UCFA
444
United Capital Financial Advisors
Texas
$763K +$5.59K +63 +0.7%
SAI
445
Systematic Alpha Investments
New Jersey
$742K
CA
446
Clearstead Advisors
Ohio
$741K +$476K +5,362 +181%
SI
447
Seeds Investor
New York
$741K +$5.06K +57 +0.7%
SP
448
Symmetry Partners
Connecticut
$731K
Capstone Investment Advisors
449
Capstone Investment Advisors
New York
$724K +$278K +3,137 +63%
HFS
450
Hantz Financial Services
Michigan
$721K -$7.99K -90 -1%

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.