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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
RCAG
501
Rehmann Capital Advisory Group
Michigan
$518K -$2.25K -25 -0.5%
BS
502
Banco Santander
Spain
$518K -$1.27M -14,090 -73%
QCG
503
Quadrant Capital Group
Ohio
$516K -$2.42K -27 -0.5%
LSAG
504
Lake Street Advisors Group
New Hampshire
$504K +$41.1K +458 +10%
NA
505
NewEdge Advisors
Louisiana
$503K +$219K +2,436 +89%
MPM
506
MBB Public Markets
Illinois
$500K -$6.29M -70,000 -93%
Lido Advisors
507
Lido Advisors
California
$500K +$16K +178 +4%
MBTD
508
Mechanics Bank - Trust Department
California
$498K -$51.6K -575 -10%
M
509
MOTCO
Texas
$489K +$449K +4,995 +17,224%
Capstone Investment Advisors
510
Capstone Investment Advisors
New York
$485K +$448K +4,992 New
SFI
511
Siemens Fonds Invest
Germany
$481K -$16.8K -187 -4%
CCIA
512
Campbell & Co Investment Adviser
Maryland
$470K +$434K +4,838 New
Focus Partners Wealth
513
Focus Partners Wealth
Massachusetts
$469K +$4.22K +47 +1%
LCS
514
Levin Capital Strategies
New York
$463K
William Blair & Company
515
William Blair & Company
Illinois
$452K -$123K -1,371 -23%
RG
516
Rathbones Group
United Kingdom
$451K +$52.7K +587 +15%
PNAA
517
Pictet North America Advisors
Switzerland
$450K
MFG
518
Menard Financial Group
Texas
$448K +$86.9K +968 +27%
AIMCA
519
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$447K
GS
520
GTS Securities
New York
$444K -$282K -3,138 -41%
MYAM
521
Meiji Yasuda Asset Management
Japan
$444K +$80.8K +900 +25%
CPBTD
522
Central Pacific Bank - Trust Division
Hawaii
$443K +$419K +4,665 New
GCM
523
Greenland Capital Management
New York
$439K -$1.93M -21,482 -83%
BFG
524
Bleakley Financial Group
New Jersey
$438K +$17.2K +191 +4%
PA
525
Profund Advisors
Maryland
$436K -$85K -947 -17%

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.