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CBRE Group

780 hedge funds and large institutions have $26.6B invested in CBRE Group in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 336 increasing their positions, 255 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $40.4M | Put options by funds: $27.9M

32% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 255

0.11% less ownership

Funds ownership: 97.47%97.36% (-0.11%)

3% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 79

2% less funds holding

Funds holding: 795780 (-15)

8% less capital invested

Capital invested by funds: $28.9B → $26.6B (-$2.33B)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
780
Holders Change
-15
Holders Change %
-1.89%
% of All Funds
11.27%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
77
Increased
336
Reduced
255
Closed
79
Calls
$40.4M
Puts
$27.9M
Net Calls
+$12.5M
Net Calls Change
+$45.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
501
Gilbert & Cook
Iowa
$480K -$51.5K -580 -10%
RCAG
502
Rehmann Capital Advisory Group
Michigan
$479K +$3.64K +41 +0.8%
SWP
503
Stratos Wealth Partners
Ohio
$477K -$6.83K -77 -1%
SGI
504
Summit Global Investments
Utah
$476K +$150K +1,689 +46%
TI
505
Tidal Investments
Wisconsin
$465K -$997K -11,240 -68%
HWM
506
HB Wealth Management
Georgia
$460K +$124K +1,392 +37%
CIS
507
Custom Index Systems
New York
$456K -$33.4K -377 -7%
LSAG
508
Lake Street Advisors Group
New Hampshire
$456K -$5.77K -65 -1%
CPBTD
509
Central Pacific Bank - Trust Division
Hawaii
$453K +$36.8K +415 +9%
GSB
510
Greenfield Savings Bank
Massachusetts
$452K +$65.3K +736 +17%
MBTD
511
Mechanics Bank - Trust Department
California
$448K -$7.54K -85 -2%
M
512
MOTCO
Texas
$448K
MWM
513
Meridian Wealth Management
Kentucky
$447K +$445K +5,015 New
MYAM
514
Meiji Yasuda Asset Management
Japan
$446K +$39.1K +441 +10%
TA
515
Tectonic Advisors
Texas
$440K +$81.1K +914 +23%
SC
516
Savant Capital
Illinois
$438K +$115K +1,299 +36%
SFI
517
Siemens Fonds Invest
Germany
$437K -$3.19K -36 -0.7%
Focus Partners Wealth
518
Focus Partners Wealth
Massachusetts
$433K +$2.75K +31 +0.6%
NP
519
NorthRock Partners
Minnesota
$426K +$141K +1,594 +50%
RG
520
Rathbones Group
United Kingdom
$425K +$12.4K +140 +3%
LCS
521
Levin Capital Strategies
New York
$424K
S
522
SignatureFD
Georgia
$421K +$41K +462 +11%
PA
523
Profund Advisors
Maryland
$416K +$16.6K +187 +4%
FCP
524
Fidelis Capital Partners
Florida
$416K +$8.52K +96 +3%
MFG
525
Menard Financial Group
Texas
$410K +$177 +2 +0%

CBRE Hedge Fund Activity: Q2 2024 in Review

780 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q2 2024, worth a combined $26.6B — down 8% from $28.9B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of CBRE and 77 opened new positions — a net loss of 2 holders — while 255 trimmed existing stakes and 336 added.

The largest buyer was Millennium Management, adding an estimated $172M. The largest seller was Wellington Management Group, cutting an estimated $359M.

  • 780 institutional investors held CBRE Group (CBRE) as of Q2 2024, down from 795 in Q1 2024.
  • Funds reported $26.6B of CBRE Group stock for Q2 2024, down 8% quarter-over-quarter.
  • 77 funds opened new CBRE Group positions in Q2 2024 and 79 closed out, a net change of -2 holders.
  • The largest CBRE Group buyer in Q2 2024 was Millennium Management, an estimated $172M added.
  • The largest CBRE Group seller in Q2 2024 was Wellington Management Group, an estimated $359M sold.

Based on aggregated 13F filings for Q2 2024.