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CBRE Group

795 hedge funds and large institutions have $28.9B invested in CBRE Group in 2024 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 295 increasing their positions, 290 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 48

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

4% more funds holding

Funds holding: 761795 (+34)

2% more capital invested

Capital invested by funds: $28.4B → $28.9B (+$551M)

2% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 290

2.62% less ownership

Funds ownership: 100.09%97.47% (-2.6%)

36% less call options, than puts

Call options by funds: $58.6M | Put options by funds: $91.8M

Holders
795
Holders Change
+34
Holders Change %
+4.47%
% of All Funds
11.45%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
93
Increased
295
Reduced
290
Closed
48
Calls
$58.6M
Puts
$91.8M
Net Calls
-$33.2M
Net Calls Change
-$64.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VVP
26
Vulcan Value Partners
Alabama
$247M +$11.8M +130,854 +5%
VH
27
ValueAct Holdings
California
$240M -$195M -2,167,000 -47%
UBS AM
28
UBS AM
Illinois
$216M -$2.89M -32,175 -1%
DDC
29
DF Dent & Co
Maryland
$213M -$4.2M -46,785 -2%
Legal & General Group
30
Legal & General Group
United Kingdom
$201M -$5.47M -60,874 -3%
Goldman Sachs
31
Goldman Sachs
New York
$187M -$44.2M -492,248 -20%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$181M -$8.74M -97,360 -5%
Charles Schwab
33
Charles Schwab
California
$174M +$445K +4,957 +0.3%
LCOV
34
London Company of Virginia
Virginia
$167M +$2.07M +23,013 +1%
Parnassus Investments
35
Parnassus Investments
California
$162M +$49.4M +550,646 +49%
N
36
Nuveen
North Carolina
$160M +$12.6M +140,865 +9%
CB
37
Cooke & Bieler
Pennsylvania
$147M -$5.01M -55,841 -4%
Man Group
38
Man Group
United Kingdom
$144M +$110M +1,224,211 +473%
OAC
39
OMERS Administration Corp
Ontario, Canada
$142M
SEI Investments
40
SEI Investments
Pennsylvania
$138M +$10M +111,745 +9%
FPP
41
Findlay Park Partners
United Kingdom
$133M -$2.17M -24,200 -2%
Robeco Institutional Asset Management
42
Robeco Institutional Asset Management
Netherlands
$130M -$83.4M -928,332 -41%
State of Wisconsin Investment Board
43
State of Wisconsin Investment Board
Wisconsin
$123M -$1.65M -18,428 -1%
Aberdeen Group
44
Aberdeen Group
United Kingdom
$120M +$4.92M +54,753 +5%
EWM
45
Evercore Wealth Management
New York
$117M -$228K -2,536 -0.2%
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$115M -$17.4M -193,731 -14%
Deutsche Bank
47
Deutsche Bank
Germany
$111M +$2.85M +31,783 +3%
BAMCO Inc
48
BAMCO Inc
New York
$106M -$4.81M -53,557 -5%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$104M -$1.98M -22,047 -2%
EC
50
Eminence Capital
New York
$104M +$8.24M +91,749 +9%

CBRE Hedge Fund Activity: Q1 2024 in Review

795 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q1 2024, worth a combined $28.9B — up 1.9% from $28.4B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new CBRE positions and 48 closed out — a net gain of 45 holders — while 295 added to existing stakes and 290 trimmed.

The largest buyer was Millennium Management, adding an estimated $199M. The largest seller was Fidelity Investments, cutting an estimated $270M.

  • 795 institutional investors held CBRE Group (CBRE) as of Q1 2024, up from 761 in Q4 2023.
  • Funds reported $28.9B of CBRE Group stock for Q1 2024, up 1.9% quarter-over-quarter.
  • 93 funds opened new CBRE Group positions in Q1 2024 and 48 closed out, a net change of +45 holders.
  • The largest CBRE Group buyer in Q1 2024 was Millennium Management, an estimated $199M added.
  • The largest CBRE Group seller in Q1 2024 was Fidelity Investments, an estimated $270M sold.

Based on aggregated 13F filings for Q1 2024.