We are live on ! Find out more
CBRE icon

CBRE Group
CBRE

463 hedge funds and large institutions have $8.55B invested in CBRE Group in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 197 increasing their positions, 174 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more call options, than puts

Call options by funds: $7.72M | Put options by funds: $6.18M

13% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 174

5% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 44

2% less funds holding

Funds holding: 473 → 463 (-10)

7% less capital invested

Capital invested by funds: $9.18B → $8.55B (-$635M)

30% less funds holding in top 10

Funds holding in top 10: 20 → 14 (-6)

Holders
463
Holders Change
-10
Holders Change %
-2.11%
% of All Funds
12.35%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.37%
New
42
Increased
197
Reduced
174
Closed
44
Calls
$7.72M
Puts
$6.18M
Net Calls
+$1.55M
Net Calls Change
+$5.04M

Top Buyers

1
OAC
OMERS Administration Corp
Ontario, Canada
+$141M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$114M
3
CCM
Cantillon Capital Management
New York
+$104M
4
MAI
Marble Arch Investments
New York
+$82.4M
5
Ameriprise
Ameriprise
Minnesota
+$75.7M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$87.3M
2
TCIM
TIAA CREF Investment Management
New York
-$80.2M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$56.3M
4
Prudential Financial
Prudential Financial
New Jersey
-$45.2M
5
AL
AJO LP
Pennsylvania
-$30.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Federated Hermes
26
Federated Hermes
Pennsylvania
$81.1M -$14.5M -495,218 -14%
Bank of America
27
Bank of America
North Carolina
$73.7M -$2.33M -79,630 -3%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$66.3M -$3.3M -112,725 -4%
TCIM
29
TIAA CREF Investment Management
New York
$65.5M -$80.2M -2,741,111 -53%
AIM
30
abrdn Investment Management
United Kingdom
$61.7M -$10.3M -351,940 -13%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$61M -$545K -18,634 -0.8%
Norges Bank
32
Norges Bank
Norway
$59.8M -$487K -16,661 -0.7%
EARNEST Partners
33
EARNEST Partners
Georgia
$59.4M -$2.32M -79,177 -3%
BG
34
BlackRock Group
United Kingdom
$58.5M -$2.19M -74,753 -3%
Fiera Capital (Canada)
35
Fiera Capital (Canada)
Quebec, Canada
$53.4M +$59M +2,018,478 New
NC
36
Nicholas Company
Wisconsin
$52.2M -$30M -1,026,575 -34%
HP
37
Hosking Partners
United Kingdom
$51.7M +$7.12M +243,545 +14%
HCM
38
Herndon Capital Management
Georgia
$50.4M +$11.5M +392,678 +26%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$50M -$45.4K -1,551 -0.1%
PHS
40
PFM Health Sciences
California
$46.7M +$38.6M +1,321,107 +299%
EWM
41
Evercore Wealth Management
New York
$44M +$806K +27,553 +2%
Deutsche Bank
42
Deutsche Bank
Germany
$42.4M -$9.74M -332,890 -17%
GC
43
Guggenheim Capital
Illinois
$40.7M +$4.88M +166,966 +12%
HCM
44
Hahn Capital Management
California
$38.9M -$1.17M -40,080 -3%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$37.9M +$2.6M +89,064 +7%
GFA
46
Gallagher Fiduciary Advisors
Illinois
$36M +$141K +4,825 +0.4%
Kovitz Investment Group Partners
47
Kovitz Investment Group Partners
Illinois
$34.2M +$7.57M +258,783 +23%
OWP
48
Obermeyer Wealth Partners
Colorado
$33.8M -$1.61M -55,070 -4%
Legal & General Group
49
Legal & General Group
United Kingdom
$32.9M +$1.59M +54,448 +5%
Prudential Financial
50
Prudential Financial
New Jersey
$32.5M -$45.2M -1,545,040 -56%
1
2
3 4 5

CBRE Hedge Fund Activity: Q2 2016 in Review

463 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q2 2016, worth a combined $8.55B — down 6.9% from $9.18B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of CBRE and 42 opened new positions — a net loss of 2 holders — while 174 trimmed existing stakes and 197 added.

The largest buyer was OMERS Administration Corp, adding an estimated $141M. The largest seller was JP Morgan Chase, cutting an estimated $87.3M.

  • 463 institutional investors held CBRE Group (CBRE) as of Q2 2016, down from 473 in Q1 2016.
  • Funds reported $8.55B of CBRE Group stock for Q2 2016, down 6.9% quarter-over-quarter.
  • 42 funds opened new CBRE Group positions in Q2 2016 and 44 closed out, a net change of -2 holders.
  • The largest CBRE Group buyer in Q2 2016 was OMERS Administration Corp, an estimated $141M added.
  • The largest CBRE Group seller in Q2 2016 was JP Morgan Chase, an estimated $87.3M sold.

Based on aggregated 13F filings for Q2 2016.