We are live on ! Find out more
CBRE icon

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
ACA
526
Atlas Capital Advisors
Wyoming
$18K +$17.1K +362 New
TIM
527
Thornburg Investment Management
New Mexico
$17K -$13.6M -286,881 -100%
HR
528
Howe & Rusling
New York
$17K
CFA
529
Carroll Financial Associates
North Carolina
$16K
MSE
530
MUFG Securities EMEA
United Kingdom
$16K +$16K +339 New
DBT
531
Dubuque Bank & Trust
Iowa
$15K
LWA
532
Lenox Wealth Advisors
New York
$14K -$4.3K -91 -24%
IP
533
Intellectus Partners
California
$14K
WAP
534
Wealthcare Advisory Partners
Pennsylvania
$14K +$4.92K +104 +55%
TCOV
535
Trust Company of Vermont
Vermont
$13K +$12.7K +268 New
TFS
536
TrustCore Financial Services
Tennessee
$13K +$12.9K +273 New
PCP
537
Proficio Capital Partners
Massachusetts
$12K
CIA
538
CSat Investment Advisory
Michigan
$12K +$11.4K +242 New
CHP
539
Cable Hill Partners
Oregon
$11K
CF
540
Centaurus Financial
California
$11K +$11.1K +235 New
ME
541
McIlrath & Eck
Washington
$10K
PCA
542
Providence Capital Advisors
North Carolina
$10K
BCA
543
Bay Colony Advisors
Massachusetts
$10K +$9.46K +200 New
RWA
544
River Wealth Advisors
Pennsylvania
$10K +$9.46K +200 New
JA
545
JOYN Advisors
Georgia
$9K +$8.51K +180 +3,000%
VVP
546
Vulcan Value Partners
Alabama
$8K -$114M -2,416,989 -100%
PCM
547
Poehling Capital Management
Wisconsin
$8K
WPA
548
West Paces Advisors
Georgia
$7.59K
Carson Wealth (CWM LLC)
549
Carson Wealth (CWM LLC)
Nebraska
$7K
KIG
550
Kessler Investment Group
Indiana
$7K +$6.57K +139 New

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.