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CBRE Group
CBRE

456 hedge funds and large institutions have $10.4B invested in CBRE Group in 2016 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $18M | Put options by funds: $8.79M

33% more funds holding in top 10

Funds holding in top 10: 12 → 16 (+4)

15% more capital invested

Capital invested by funds: $9.03B → $10.4B (+$1.36B)

4% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 68

5% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 171

1% less funds holding

Funds holding: 461 → 456 (-5)

Holders
456
Holders Change
-5
Holders Change %
-1.08%
% of All Funds
11.4%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.4%
New
71
Increased
163
Reduced
171
Closed
68
Calls
$18M
Puts
$8.79M
Net Calls
+$9.2M
Net Calls Change
+$12.6M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
+$217M
2
VH
ValueAct Holdings
California
+$210M
3
JP Morgan Chase
JP Morgan Chase
New York
+$140M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$43.7M
5
HCM
Hitchwood Capital Management
New York
+$40.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$157M
2
GFA
Gallagher Fiduciary Advisors
Illinois
-$109M
3
Ameriprise
Ameriprise
Minnesota
-$107M
4
HCM
Herndon Capital Management
Georgia
-$39.7M
5
CCM
Criterion Capital Management
California
-$39.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$81.2M +$4.18M +144,496 +6%
Federated Hermes
27
Federated Hermes
Pennsylvania
$74.8M -$26M -896,490 -27%
Victory Capital Management
28
Victory Capital Management
Texas
$74.7M +$37.1M +1,280,818 +117%
NC
29
Nicholas Company
Wisconsin
$72.8M +$11.3M +391,700 +20%
BG
30
BlackRock Group
United Kingdom
$72.5M +$2.04M +70,566 +3%
LCM
31
Lakewood Capital Management
New York
$70.9M -$5.07M -175,000 -7%
TCIM
32
TIAA CREF Investment Management
New York
$68.3M +$130K +4,476 +0.2%
HP
33
Hosking Partners
United Kingdom
$68.2M -$1.61M -55,535 -3%
Norges Bank
34
Norges Bank
Norway
$66.3M -$3.87M -133,645 -6%
Franklin Resources
35
Franklin Resources
California
$65.6M -$15.6M -539,864 -21%
CB
36
Cooke & Bieler
Pennsylvania
$65.3M +$22.7M +785,930 +61%
EARNEST Partners
37
EARNEST Partners
Georgia
$61.8M -$6.67M -230,284 -10%
SCA
38
Southpoint Capital Advisors
New York
$55.1M -$14.5M -500,000 -22%
Loomis, Sayles & Company
39
Loomis, Sayles & Company
Massachusetts
$54.5M +$2.81M +97,000 +6%
EWM
40
Evercore Wealth Management
New York
$52.3M -$655K -22,625 -1%
Fiera Capital (Canada)
41
Fiera Capital (Canada)
Quebec, Canada
$51.3M -$9.63M -332,622 -17%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$48.9M +$43.7M +1,509,734 +3,621%
Dimensional Fund Advisors
43
Dimensional Fund Advisors
Texas
$48.7M +$205K +7,067 +0.5%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$48.1M +$34.7K +1,200 +0.1%
Kovitz Investment Group Partners
45
Kovitz Investment Group Partners
Illinois
$47.3M +$1.73M +59,760 +4%
HCM
46
Hitchwood Capital Management
New York
$44.1M +$40.5M +1,400,000 New
CIC
47
Chilton Investment Company
Connecticut
$43.3M +$37.2M +1,284,638 +1,435%
PCM
48
Pennant Capital Management
New Jersey
$43M +$7.33M +253,346 +23%
HCM
49
Hahn Capital Management
California
$41.9M -$1.65M -57,042 -4%
GFA
50
Gallagher Fiduciary Advisors
Illinois
$41.9M -$109M -3,775,221 -74%
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CBRE Hedge Fund Activity: Q4 2016 in Review

456 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q4 2016, worth a combined $10.4B — up 15% from $9.03B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new CBRE positions and 68 closed out — a net gain of 3 holders — while 163 added to existing stakes and 171 trimmed.

The largest buyer was Vulcan Value Partners, opening a new position worth an estimated $217M. The largest seller was Fidelity Investments, cutting an estimated $157M.

  • 456 institutional investors held CBRE Group (CBRE) as of Q4 2016, down from 461 in Q3 2016.
  • Funds reported $10.4B of CBRE Group stock for Q4 2016, up 15% quarter-over-quarter.
  • 71 funds opened new CBRE Group positions in Q4 2016 and 68 closed out, a net change of +3 holders.
  • The largest CBRE Group buyer in Q4 2016 was Vulcan Value Partners, an estimated $217M added.
  • The largest CBRE Group seller in Q4 2016 was Fidelity Investments, an estimated $157M sold.

Based on aggregated 13F filings for Q4 2016.