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CBRE Group
CBRE

432 hedge funds and large institutions have $11B invested in CBRE Group in 2014 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 170 increasing their positions, 146 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $4.96M

100% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 33

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

16% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 146

16% more capital invested

Capital invested by funds: $9.48B → $11B (+$1.51B)

6% more funds holding

Funds holding: 406 → 432 (+26)

Holders
432
Holders Change
+26
Holders Change %
+6.4%
% of All Funds
11.52%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.29%
New
66
Increased
170
Reduced
146
Closed
33
Calls
$11.8M
Puts
$4.96M
Net Calls
+$6.88M
Net Calls Change
+$1.28M

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$43.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$33.3M
3
Jennison Associates
Jennison Associates
New York
+$31.7M
4
OWP
Obermeyer Wealth Partners
Colorado
+$27.1M
5
Millennium Management
Millennium Management
New York
+$24.9M

Top Sellers

Rank Fund Capital Flow
1
Select Equity Group
Select Equity Group
New York
-$154M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$68.6M
3
MAI
Marble Arch Investments
New York
-$49.8M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$34M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$30.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$91.9M +$5.44M +169,900 +7%
JHIU
27
Janus Henderson Investors US
Colorado
$81M +$9.05M +282,864 +14%
Norges Bank
28
Norges Bank
Norway
$80.6M – – –
BG
29
BlackRock Group
United Kingdom
$73.7M +$3.38M +105,563 +5%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$73M -$1.89M -59,150 -3%
Ameriprise
31
Ameriprise
Minnesota
$72.7M +$1.68M +52,386 +3%
Westfield Capital Management
32
Westfield Capital Management
Massachusetts
$70M -$8.25M -257,790 -11%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$69.5M +$2.33M +72,719 +4%
Fidelity International
34
Fidelity International
Bermuda
$68.5M +$2.93M +91,600 +5%
CGM
35
Capital Growth Management
Massachusetts
$66.6M – – –
ACM
36
Apex Capital Management
Ohio
$64M +$2.67M +83,510 +5%
KCM
37
Kingdon Capital Management
New York
$56.7M +$21M +656,782 +66%
SCM
38
Sterling Capital Management
North Carolina
$53M +$15.1M +473,087 +44%
Morgan Stanley
39
Morgan Stanley
New York
$52.7M +$8.96M +280,068 +22%
MAA
40
Managed Account Advisors
New Jersey
$49.9M +$781K +24,427 +2%
GC
41
Guggenheim Capital
Illinois
$46.8M +$19.9M +621,862 +84%
TA
42
Teachers Advisors
New York
$46.3M +$5.23M +163,483 +14%
PAM
43
Panagora Asset Management
Massachusetts
$44.4M -$6.73M -210,222 -14%
CM
44
Castleark Management
Illinois
$38.8M -$6.53M -204,096 -15%
Legal & General Group
45
Legal & General Group
United Kingdom
$38M -$990K -30,946 -3%
EWM
46
Evercore Wealth Management
New York
$36.4M +$1.75M +54,639 +5%
Charles Schwab
47
Charles Schwab
California
$36.2M +$311K +9,727 +0.9%
UBS AM
48
UBS AM
Illinois
$35.9M -$1.8M -56,167 -5%
AI
49
Axiom Investors
Connecticut
$35.3M +$4.56M +142,600 +16%
LPC
50
Long Pond Capital
New York
$34.4M +$7.57M +236,500 +31%
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CBRE Hedge Fund Activity: Q4 2014 in Review

432 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q4 2014, worth a combined $11B — up 16% from $9.48B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new CBRE positions and 33 closed out — a net gain of 33 holders — while 170 added to existing stakes and 146 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $43.3M. The largest seller was Select Equity Group, cutting an estimated $154M.

  • 432 institutional investors held CBRE Group (CBRE) as of Q4 2014, up from 406 in Q3 2014.
  • Funds reported $11B of CBRE Group stock for Q4 2014, up 16% quarter-over-quarter.
  • 66 funds opened new CBRE Group positions in Q4 2014 and 33 closed out, a net change of +33 holders.
  • The largest CBRE Group buyer in Q4 2014 was Wellington Management Group, an estimated $43.3M added.
  • The largest CBRE Group seller in Q4 2014 was Select Equity Group, an estimated $154M sold.

Based on aggregated 13F filings for Q4 2014.