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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
PCIA
526
Prime Capital Investment Advisors
Kansas
$436K +$42.7K +476 +12%
SW
527
Simplicity Wealth
New Jersey
$435K +$401K +4,471 New
NRD
528
Nebula Research & Development
New York
$432K +$399K +4,440 New
NW
529
NewEdge Wealth
Pennsylvania
$432K +$223K +2,487 +100%
GSB
530
Greenfield Savings Bank
Massachusetts
$422K -$18.3K -204 -4%
Cambridge Investment Research Advisors
531
Cambridge Investment Research Advisors
Iowa
$420K +$30.9K +344 +9%
S
532
SignatureFD
Georgia
$415K -$4.49K -50 -1%
CM
533
Capula Management
Cayman Islands
$415K +$383K +4,266 New
SF
534
Safeguard Financial
Wisconsin
$413K
RJT
535
Raymond James Trust
Florida
$410K -$44.6K -497 -11%
Federated Hermes
536
Federated Hermes
Pennsylvania
$410K -$14.9K -166 -4%
EW
537
Evoke Wealth
California
$409K +$378K +4,207 New
SWM
538
Shelton Wealth Management
Texas
$406K +$375K +4,176 New
HI
539
Horizon Investments
North Carolina
$401K -$31.7K -353 -8%
BMC
540
Beaton Management Company
Massachusetts
$399K
PMA
541
Prudent Man Advisors
Illinois
$392K -$30.5K -340 -8%
TA
542
Tectonic Advisors
Texas
$392K +$57.3K +638 +19%
BTI
543
Blue Trust Inc
Georgia
$390K +$4.67K +52 +1%
ATC
544
Argent Trust Co
Tennessee
$388K +$359K +3,995 New
WWS
545
Wellington Wealth Strategies
Indiana
$386K -$328K -3,657 -48%
TPI
546
Trust Point Inc
Wisconsin
$382K +$353K +3,931 New
KPWS
547
Kestra Private Wealth Services
Texas
$377K +$59.2K +659 +20%
CWA
548
CM Wealth Advisors
Ohio
$374K +$389K +4,327 New
SAM
549
Smartleaf Asset Management
Massachusetts
$373K +$126K +1,398 +57%
FCP
550
Fidelis Capital Partners
Florida
$371K +$59.6K +664 +21%

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.