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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
SAM
526
Smartleaf Asset Management
Massachusetts
$405K +$64.4K +726 +19%
BFG
527
Bleakley Financial Group
New Jersey
$404K +$2.22K +25 +0.6%
SW
528
Simplicity Wealth
New Jersey
$404K +$5.32K +60 +1%
William Blair & Company
529
William Blair & Company
Illinois
$399K -$15.3K -172 -4%
ATC
530
Argent Trust Co
Tennessee
$399K +$42.5K +479 +12%
BS
531
Banco Santander
Spain
$391K -$83.4K -940 -18%
SF
532
Safeguard Financial
Wisconsin
$390K +$12K +135 +3%
Nomura Holdings
533
Nomura Holdings
Japan
$389K +$176K +1,989 +84%
OPTFSNA
534
Old Point Trust & Financial Services N A
Virginia
$386K +$87.3K +984 +29%
EF
535
Empowered Funds
Pennsylvania
$386K +$45.9K +517 +14%
MM
536
MQS Management
New York
$382K +$158K +1,785 +71%
SEC
537
Seven Eight Capital
New York
$380K +$378K +4,263 New
PMA
538
Prudent Man Advisors
Illinois
$379K +$20.1K +226 +6%
HI
539
Horizon Investments
North Carolina
$377K +$9.32K +105 +3%
Cambridge Investment Research Advisors
540
Cambridge Investment Research Advisors
Iowa
$377K -$7.99K -90 -2%
FRA
541
Frank Rimerman Advisors
California
$371K +$369K +4,162 New
GI
542
GAMMA Investing
California
$367K +$170K +1,918 +87%
RJT
543
Raymond James Trust
Florida
$366K -$9.94K -112 -3%
BMC
544
Beaton Management Company
Massachusetts
$365K
CFM
545
Catalyst Funds Management
Australia
$356K -$794K -8,950 -69%
AWM
546
Ariadne Wealth Management
California
$354K +$100K +1,132 New
HAG
547
HighPoint Advisor Group
Illinois
$348K -$355 -4 -0.1%
AWM
548
Apollon Wealth Management
South Carolina
$347K -$130K -1,466 -27%
PNAA
549
Pictet North America Advisors
Switzerland
$347K -$65.5K -738 -16%
NA
550
NewEdge Advisors
Louisiana
$344K -$117K -1,315 -25%

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.