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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
VF
476
Virtu Financial
New York
$643K +$593K +6,609 New
SCA
477
Snowden Capital Advisors
New York
$641K -$109K -1,210 -16%
CF
478
Clarity Financial
Texas
$640K -$3.59K -40 -0.6%
RIM
479
Redwood Investment Management
Arizona
$640K -$16.4K -183 -3%
ACM
480
AlphaStar Capital Management
North Carolina
$635K +$129K +1,442 +28%
Osaic Holdings
481
Osaic Holdings
Arizona
$629K -$5.75M -64,072 -91%
Lazard Asset Management
482
Lazard Asset Management
New York
$628K +$571K +6,363 +5,785%
SAM
483
Sawgrass Asset Management
Florida
$614K +$9.97K +111 +2%
CCMG
484
Clark Capital Management Group
Pennsylvania
$595K -$8.17K -91 -1%
MGWM
485
Marks Group Wealth Management
Minnesota
$588K
HA
486
Harbor Advisors
Florida
$583K
GC
487
Gilbert & Cook
Iowa
$581K -$9.88K -110 -2%
Simplex Trading
488
Simplex Trading
Illinois
$556K +$514K +5,720 New
LNC
489
Lincoln National Corp
Pennsylvania
$555K +$16K +178 +3%
TAM
490
Tocqueville Asset Management
New York
$548K +$18K +200 +4%
SC
491
Syon Capital
California
$548K -$490K -5,459 -49%
PA
492
Parallel Advisors
California
$548K +$13.6K +151 +3%
CIS
493
Custom Index Systems
New York
$535K +$494K +5,497 New
ATPW
494
Ashton Thomas Private Wealth
Arizona
$534K -$7.9K -88 -2%
HNB
495
Huntington National Bank
Ohio
$531K +$60.8K +677 +14%
WSTAM
496
Wilbanks Smith & Thomas Asset Management
Virginia
$530K +$898 +10 +0.2%
SWP
497
Stratos Wealth Partners
Ohio
$528K -$525K -5,841 -52%
SIM
498
Studio Investment Management
Illinois
$526K +$26.5K +295 +6%
FB
499
Fulton Bank
Pennsylvania
$522K +$25.3K +282 +6%
AWM
500
Apollon Wealth Management
South Carolina
$521K +$156K +1,732 +48%

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.