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CBRE Group
CBRE

356 hedge funds and large institutions have $7.14B invested in CBRE Group in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 149 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

22% more call options, than puts

Call options by funds: $7.22M | Put options by funds: $5.9M

3% more funds holding

Funds holding: 346 → 356 (+10)

1% less capital invested

Capital invested by funds: $7.19B → $7.14B (-$59M)

11% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 149

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
356
Holders Change
+10
Holders Change %
+2.89%
% of All Funds
11.54%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
41
Increased
132
Reduced
149
Closed
30
Calls
$7.22M
Puts
$5.9M
Net Calls
+$1.32M
Net Calls Change
+$33K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$87.5M
2
Goldman Sachs
Goldman Sachs
New York
+$60.7M
3
FPP
Findlay Park Partners
United Kingdom
+$60.5M
4
SFM
Systematic Financial Management
New Jersey
+$43.6M
5
Prudential Financial
Prudential Financial
New Jersey
+$42.3M

Top Sellers

1
PHS
PFM Health Sciences
California
-$133M
2
WRF
Waddell & Reed Financial
Kansas
-$57.6M
3
TI
Turner Investments
Pennsylvania
-$55.5M
4
American Century Companies
American Century Companies
Missouri
-$48.1M
5
CCM
Criterion Capital Management
California
-$39.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
26
Criterion Capital Management
California
$58.2M -$39.1M -1,687,839 -40%
Norges Bank
27
Norges Bank
Norway
$57.3M -$98.9K -4,273 -0.2%
NC
28
Nicholas Company
Wisconsin
$56.3M +$4.09M +176,685 +8%
BG
29
BlackRock Group
United Kingdom
$54.7M +$6.22M +268,728 +13%
PI
30
Putnam Investments
Massachusetts
$52.2M +$31M +1,340,166 +146%
SCP
31
Soroban Capital Partners
New York
$50.1M +$2.61M +112,862 +5%
TCIM
32
TIAA CREF Investment Management
New York
$49.7M +$2.51M +108,414 +5%
Westfield Capital Management
33
Westfield Capital Management
Massachusetts
$45.8M +$461K +19,910 +1%
Geode Capital Management
34
Geode Capital Management
Massachusetts
$45M -$1.58M -68,321 -3%
Deutsche Bank
35
Deutsche Bank
Germany
$43.5M -$7.75M -334,861 -15%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$41.6M +$2.81M +121,182 +7%
MAA
37
Managed Account Advisors
New Jersey
$35.3M +$2.44M +105,360 +7%
CM
38
Castleark Management
Illinois
$33M -$9.29M -401,328 -27%
AL
39
AJO LP
Pennsylvania
$32.8M +$16.6M +715,800 +102%
ACM
40
Apex Capital Management
Ohio
$31.6M +$1.31M +56,498 +4%
Legal & General Group
41
Legal & General Group
United Kingdom
$31M -$1.34M -57,769 -4%
Franklin Resources
42
Franklin Resources
California
$30.5M +$6.88M +297,238 +29%
AI
43
Axiom Investors
Connecticut
$28.9M -$6.35M -274,200 -18%
RIM
44
RS Investment Management
California
$28.8M -$564K -24,377 -2%
TAM
45
Tiverton Asset Management
Delaware
$28.2M – – –
AI
46
Analytic Investors
California
$24.3M +$18.2M +784,706 +298%
NMVA
47
New Mountain Vantage Advisers
New York
$23.9M -$3.7M -159,744 -13%
Bank of America
48
Bank of America
North Carolina
$23M +$3.02M +130,375 +15%
Two Sigma Investments
49
Two Sigma Investments
New York
$21.7M +$12.4M +537,642 +134%
Invesco
50
Invesco
Georgia
$21.6M -$468K -20,199 -2%
1
2
3 4 5

CBRE Hedge Fund Activity: Q3 2013 in Review

356 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q3 2013, worth a combined $7.14B — down 0.82% from $7.19B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CBRE positions and 30 closed out — a net gain of 11 holders — while 132 added to existing stakes and 149 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $87.5M. The largest seller was PFM Health Sciences, exiting entirely with an estimated $133M sold.

  • 356 institutional investors held CBRE Group (CBRE) as of Q3 2013, up from 346 in Q2 2013.
  • Funds reported $7.14B of CBRE Group stock for Q3 2013, down 0.82% quarter-over-quarter.
  • 41 funds opened new CBRE Group positions in Q3 2013 and 30 closed out, a net change of +11 holders.
  • The largest CBRE Group buyer in Q3 2013 was JP Morgan Chase, an estimated $87.5M added.
  • The largest CBRE Group seller in Q3 2013 was PFM Health Sciences, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2013.