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CBRE Group

579 hedge funds and large institutions have $15.6B invested in CBRE Group in 2018 Q2 according to their latest regulatory filings, with 62 funds opening new positions, 227 increasing their positions, 198 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 52

15% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 198

1.89% more ownership

Funds ownership: 94.14%96.03% (+1.9%)

3% more capital invested

Capital invested by funds: $15.1B → $15.6B (+$471M)

1% more funds holding

Funds holding: 575579 (+4)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

42% less call options, than puts

Call options by funds: $13.8M | Put options by funds: $23.9M

Holders
579
Holders Change
+4
Holders Change %
+0.7%
% of All Funds
13.26%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.34%
New
62
Increased
227
Reduced
198
Closed
52
Calls
$13.8M
Puts
$23.9M
Net Calls
-$10.1M
Net Calls Change
-$1.91M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
476
AssetMark Inc
California
$114K -$9.41K -199 -8%
FMT
477
First Mercantile Trust
Tennessee
$104K +$103K +2,170 New
OWA
478
One Wealth Advisors
California
$99K +$946 +20 +1%
PFA
479
Pathway Financial Advisors
Vermont
$92K
SIAS
480
Shine Investment Advisory Services
Colorado
$91K -$7K -148 -7%
CAW
481
Cornerstone Advisors (Washington)
Washington
$91K +$1.28K +27 +1%
AIM
482
Anchor Investment Management
South Carolina
$88.8K +$88K +1,860 New
GFP
483
Gryphon Financial Partners
Ohio
$80K -$1.23K -26 -2%
PGWM
484
Parisi Gray Wealth Management
New Jersey
$77K
GIC
485
GFI Investment Counsel
Ontario, Canada
$72K
FHA
486
First Horizon Advisors
Tennessee
$71K +$30.4K +642 +75%
EDRH
487
Edmond de Rothschild Holding
Switzerland
$65K
MUS
488
Mitsubishi UFJ Securities
Japan
$63K
PG
489
Patten Group
Tennessee
$63K
NIMI
490
Natixis Investment Managers International
France
$62K +$61.6K +1,302 New
YWP
491
YorkBridge Wealth Partners
New York
$56K
PCG
492
Private Capital Group
Connecticut
$50K +$3.78K +80 +8%
EA
493
Edge Advisors
Georgia
$49K -$3.31K -70 -6%
FANJ
494
Financial Architects (New Jersey)
New Jersey
$43K +$3.92K +83 +10%
MCM
495
Manchester Capital Management
Vermont
$40K
GLI
496
Guardian Life Insurance
New York
$40K +$6.48K +137 +19%
SLF
497
Sun Life Financial
Ontario, Canada
$39K +$35.7K +754 +1,160%
ST
498
Smithfield Trust
Pennsylvania
$38K +$851 +18 +2%
TL
499
TrueWealth LLC
Georgia
$36K -$1.23K -26 -3%
FMII
500
Farmers & Merchants Investments Inc
Nebraska
$36K

CBRE Hedge Fund Activity: Q2 2018 in Review

579 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q2 2018, worth a combined $15.6B — up 3.1% from $15.1B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new CBRE positions and 52 closed out — a net gain of 10 holders — while 227 added to existing stakes and 198 trimmed.

The largest buyer was Vanguard Group, adding an estimated $498M. The largest seller was Vulcan Value Partners, cutting an estimated $114M.

  • 579 institutional investors held CBRE Group (CBRE) as of Q2 2018, up from 575 in Q1 2018.
  • Funds reported $15.6B of CBRE Group stock for Q2 2018, up 3.1% quarter-over-quarter.
  • 62 funds opened new CBRE Group positions in Q2 2018 and 52 closed out, a net change of +10 holders.
  • The largest CBRE Group buyer in Q2 2018 was Vanguard Group, an estimated $498M added.
  • The largest CBRE Group seller in Q2 2018 was Vulcan Value Partners, an estimated $114M sold.

Based on aggregated 13F filings for Q2 2018.