We are live on ! Find out more
CBRE icon

CBRE Group

496 hedge funds and large institutions have $11.4B invested in CBRE Group in 2017 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 152 increasing their positions, 202 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 33

108% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $5.46M

10% more capital invested

Capital invested by funds: $10.4B → $11.4B (+$1.01B)

9% more funds holding

Funds holding: 456496 (+40)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

25% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 202

Holders
496
Holders Change
+40
Holders Change %
+8.77%
% of All Funds
12.35%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.35%
New
81
Increased
152
Reduced
202
Closed
33
Calls
$11.4M
Puts
$5.46M
Net Calls
+$5.9M
Net Calls Change
-$3.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HP
26
Hosking Partners
United Kingdom
$83M +$7.37M +220,515 +10%
Franklin Resources
27
Franklin Resources
California
$81.1M +$8.28M +247,643 +12%
NC
28
Nicholas Company
Wisconsin
$77.7M -$2.56M -76,420 -3%
TCIM
29
TIAA CREF Investment Management
New York
$74M -$1.34M -39,991 -2%
Victory Capital Management
30
Victory Capital Management
Texas
$73.2M -$8.94M -267,440 -11%
CB
31
Cooke & Bieler
Pennsylvania
$71.3M -$751K -22,463 -1%
Goldman Sachs
32
Goldman Sachs
New York
$68.9M +$29.3M +875,550 +79%
EARNEST Partners
33
EARNEST Partners
Georgia
$65.1M -$3.09M -92,301 -5%
LCM
34
Lakewood Capital Management
New York
$64M -$13.8M -412,000 -18%
GT
35
Glenmede Trust
Pennsylvania
$63.7M +$28.5M +852,388 +87%
SFM
36
Systematic Financial Management
New Jersey
$59.3M -$34.1M -1,019,320 -37%
Federated Hermes
37
Federated Hermes
Pennsylvania
$59.2M -$22.5M -673,233 -28%
EWM
38
Evercore Wealth Management
New York
$56.9M -$801K -23,960 -1%
Prudential Financial
39
Prudential Financial
New Jersey
$56.5M +$39.4M +1,179,167 +265%
Kovitz Investment Group Partners
40
Kovitz Investment Group Partners
Illinois
$55.7M +$3.38M +101,197 +7%
MAI
41
Marble Arch Investments
New York
$55.7M -$75.2M -2,248,557 -58%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$54.3M +$442K +13,212 +0.9%
Loomis, Sayles & Company
43
Loomis, Sayles & Company
Massachusetts
$52.5M -$7.44M -222,372 -13%
Fiera Capital (Canada)
44
Fiera Capital (Canada)
Quebec, Canada
$51.8M -$4.64M -138,853 -9%
TSW
45
Thompson Siegel & Walmsley
Virginia
$49.1M +$19.5M +584,191 +71%
Legal & General Group
46
Legal & General Group
United Kingdom
$47.5M +$2.26M +67,496 +5%
GTP
47
Global Thematic Partners
New York
$45.4M +$3.26M +97,368 +8%
HCM
48
Hahn Capital Management
California
$45.2M -$1.06M -31,828 -2%
GFA
49
Gallagher Fiduciary Advisors
Illinois
$43.8M -$2.35M -70,371 -5%
OWP
50
Obermeyer Wealth Partners
Colorado
$41.1M -$473K -14,157 -1%

CBRE Hedge Fund Activity: Q1 2017 in Review

496 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q1 2017, worth a combined $11.4B — up 9.7% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new CBRE positions and 33 closed out — a net gain of 48 holders — while 152 added to existing stakes and 202 trimmed.

The largest buyer was BlackRock, adding an estimated $629M. The largest seller was Marble Arch Investments, cutting an estimated $75.2M.

  • 496 institutional investors held CBRE Group (CBRE) as of Q1 2017, up from 456 in Q4 2016.
  • Funds reported $11.4B of CBRE Group stock for Q1 2017, up 9.7% quarter-over-quarter.
  • 81 funds opened new CBRE Group positions in Q1 2017 and 33 closed out, a net change of +48 holders.
  • The largest CBRE Group buyer in Q1 2017 was BlackRock, an estimated $629M added.
  • The largest CBRE Group seller in Q1 2017 was Marble Arch Investments, an estimated $75.2M sold.

Based on aggregated 13F filings for Q1 2017.