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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
WTB
551
Washington Trust Bank
Washington
$6K -$20.1K -424 -76%
BFEC
552
Benjamin F. Edwards & Company
Missouri
$6K
CFG
553
Citizens Financial Group
Rhode Island
$6K
FC
554
Ferris Capital
Massachusetts
$6K
PGA
555
Premia Global Advisors
Florida
$6K
ACS
556
Archford Capital Strategies
Illinois
$5K
OC
557
Oakworth Capital
Alabama
$5K
PFBT
558
Parkside Financial Bank & Trust
Missouri
$5K +$709 +15 +18%
WT
559
Washington Trust
Rhode Island
$5K +$5.2K +110 New
FDCDDQ
560
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.87K
GWS
561
Glassman Wealth Services
Virginia
$3K -$898 -19 -26%
AF
562
Allworth Financial
California
$3K -$142 -3 -5%
ML
563
McAdam LLC
Pennsylvania
$3K
FHA
564
Flagship Harbor Advisors
Massachusetts
$3K +$3.31K +70 New
FIA
565
FNY Investment Advisers
New York
$3K +$3.59K +76 New
MPWT
566
MassMutual Private Wealth & Trust
Connecticut
$2.67K +$2.65K +56 New
CTC
567
Central Trust Company
Missouri
$2K
EFSCE
568
Enterprise Financial Services Corp (EFSC)
Missouri
$2K
SFSIG
569
San Francisco Sentry Investment Group
California
$2K
TFO
570
Tarbox Family Office
California
$2K
THWM
571
Taylor Hoffman Wealth Management
Virginia
$2K
ED
572
Exane Derivatives
France
$1.96K
AIL
573
AGF Investments LLC
Ontario, Canada
$1.42K +$922K +19,505 +191%
BWM
574
Baystate Wealth Management
Massachusetts
$1K
LFA
575
Legacy Financial Advisors
Kentucky
$1K

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.