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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
MA
451
MJP Associates
Connecticut
$791K +$192K +2,142 +36%
Wealthfront Advisers
452
Wealthfront Advisers
California
$789K +$46.7K +520 +7%
RIM
453
Rakuten Investment Management
Japan
$784K +$656K +7,304 +965%
TMAM
454
Tokio Marine Asset Management
Japan
$762K +$45K +501 +7%
VSQM
455
V-Square Quantitative Management
Illinois
$757K +$112K +1,244 +19%
Teacher Retirement System of Texas
456
Teacher Retirement System of Texas
Texas
$754K -$587K -6,540 -46%
PAG
457
Private Advisor Group
New Jersey
$745K -$58.5K -651 -8%
OQS
458
Occudo Quantitative Strategies
Florida
$744K +$439K +4,889 +177%
PA
459
Procyon Advisors
Connecticut
$741K +$32.8K +365 +5%
KWA
460
Kingswood Wealth Advisors
California
$733K -$2.87K -32 -0.4%
SW
461
SVB Wealth
Massachusetts
$729K -$48.2K -537 -7%
SFA
462
Sequoia Financial Advisors
Ohio
$727K -$128K -1,421 -16%
PRC
463
Pearl River Capital
Michigan
$718K +$663K +7,381 New
VI
464
Vestcor Inc
New Brunswick, Canada
$716K -$59.4K -661 -8%
EDRH
465
Edmond de Rothschild Holding
Switzerland
$709K +$599K +6,676 +1,077%
WS
466
Wedbush Securities
California
$699K +$645K +7,186 New
BP
467
Ballentine Partners
Massachusetts
$695K +$211K +2,350 +49%
BHPW
468
Beverly Hills Private Wealth
California
$689K -$47.8K -532 -7%
NIM
469
NEOS Investment Management
Connecticut
$686K +$247K +2,747 +64%
AGWCA
470
Annis Gardner Whiting Capital Advisors
Florida
$685K +$55K +612 +10%
CWM
471
Cornerstone Wealth Management
Missouri
$674K +$32.6K +363 +6%
IFS
472
Ifrah Financial Services
Arkansas
$671K -$11.1K -124 -2%
EI
473
Ellevest Inc
New York
$668K +$48.3K +538 +9%
YMRC
474
Yorktown Management & Research Company
Virginia
$652K
GLA
475
Great Lakes Advisors
Illinois
$647K +$368K +4,100 +161%

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.