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CBRE Group

496 hedge funds and large institutions have $11.4B invested in CBRE Group in 2017 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 152 increasing their positions, 202 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 33

108% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $5.46M

10% more capital invested

Capital invested by funds: $10.4B → $11.4B (+$1.01B)

9% more funds holding

Funds holding: 456496 (+40)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

25% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 202

Holders
496
Holders Change
+40
Holders Change %
+8.77%
% of All Funds
12.35%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.35%
New
81
Increased
152
Reduced
202
Closed
33
Calls
$11.4M
Puts
$5.46M
Net Calls
+$5.9M
Net Calls Change
-$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
451
Farmers & Merchants Investments Inc
Nebraska
$29K
FHA
452
First Horizon Advisors
Tennessee
$29K
MCM
453
Manchester Capital Management
Vermont
$29K
FANJ
454
Financial Architects (New Jersey)
New Jersey
$29K +$1.27K +38 +5%
PWM
455
Perigon Wealth Management
California
$26K +$25.1K +750 New
Barrow, Hanley, Mewhinney & Strauss
456
Barrow, Hanley, Mewhinney & Strauss
Texas
$25K +$24.1K +720 New
PG
457
Patten Group
Tennessee
$24K
TWA
458
TCI Wealth Advisors
Arizona
$24K +$100 +3 +0.4%
CYG
459
Clean Yield Group
Vermont
$23K +$21.7K +649 New
MWM
460
MinichMacGregor Wealth Management
New York
$22K
Bessemer Group
461
Bessemer Group
New Jersey
$21K
GWM
462
Geneos Wealth Management
Colorado
$20K -$6.12K -183 -24%
WT
463
Whittier Trust
California
$20K +$19.2K +574 New
MFBTD
464
MB Financial Bank - Trust Department
Illinois
$18K
RI
465
Redwood Investments
Massachusetts
$16K
TDC
466
Thompson Davis & Co
Virginia
$15K
CFA
467
Carroll Financial Associates
North Carolina
$13K
GBT
468
Grove Bank & Trust
Florida
$13K
FAM
469
Fred Alger Management
New York
$12K
HR
470
Howe & Rusling
New York
$12K
CAM
471
Close Asset Management
United Kingdom
$11K +$10.3K +308 New
PCP
472
Proficio Capital Partners
Massachusetts
$10K +$2.51K +75 +34%
ED
473
Exane Derivatives
France
$9.36K -$1.44K -43 -14%
WPA
474
West Paces Advisors
Georgia
$8.07K
CHP
475
Cable Hill Partners
Oregon
$8K

CBRE Hedge Fund Activity: Q1 2017 in Review

496 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q1 2017, worth a combined $11.4B — up 9.7% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new CBRE positions and 33 closed out — a net gain of 48 holders — while 152 added to existing stakes and 202 trimmed.

The largest buyer was BlackRock, adding an estimated $629M. The largest seller was Marble Arch Investments, cutting an estimated $75.2M.

  • 496 institutional investors held CBRE Group (CBRE) as of Q1 2017, up from 456 in Q4 2016.
  • Funds reported $11.4B of CBRE Group stock for Q1 2017, up 9.7% quarter-over-quarter.
  • 81 funds opened new CBRE Group positions in Q1 2017 and 33 closed out, a net change of +48 holders.
  • The largest CBRE Group buyer in Q1 2017 was BlackRock, an estimated $629M added.
  • The largest CBRE Group seller in Q1 2017 was Marble Arch Investments, an estimated $75.2M sold.

Based on aggregated 13F filings for Q1 2017.