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CBRE Group

586 hedge funds and large institutions have $12B invested in CBRE Group in 2020 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 202 increasing their positions, 249 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $9.98M | Put options by funds: $7.08M

0.32% less ownership

Funds ownership: 94.8%94.48% (-0.32%)

8% less funds holding

Funds holding: 638586 (-52)

19% less repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 249

38% less capital invested

Capital invested by funds: $19.4B → $12B (-$7.46B)

39% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 119

50% less funds holding in top 10

Funds holding in top 10: 147 (-7)

Holders
586
Holders Change
-52
Holders Change %
-8.15%
% of All Funds
12.91%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.15%
New
72
Increased
202
Reduced
249
Closed
119
Calls
$9.98M
Puts
$7.08M
Net Calls
+$2.9M
Net Calls Change
-$7.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
551
Procyon Advisors
Connecticut
$6K -$1.77K -32 -17%
AS
552
Altshuler Shaham
Israel
$6K +$7.51K +136 +800%
WPA
553
West Paces Advisors
Georgia
$6K
AA
554
Advisory Alpha
Michigan
$5.28K +$7.29K +132 New
EWP
555
Engrave Wealth Partners
Texas
$5K -$11.1K -201 -59%
HR
556
Howe & Rusling
New York
$5K
WT
557
Washington Trust
Rhode Island
$5K +$7.63K +138 New
EWM
558
Elmwood Wealth Management
California
$4.72K +$5.53K +100 New
Fidelity International
559
Fidelity International
Bermuda
$4K -$7.86M -142,239 -100%
FHA
560
Flagship Harbor Advisors
Massachusetts
$4K -$21.6K -391 -78%
CI
561
CX Institutional
Indiana
$4K -$4.2K -76 -40%
IA
562
IndexIQ Advisors
New York
$4K +$111 +2 +2%
SFS
563
Sowell Financial Services
Arkansas
$4K +$4.81K +87 +395%
WOC
564
West Oak Capital
California
$4K +$5.53K +100 New
FDCDDQ
565
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.06K
FBT
566
First Bank & Trust
South Dakota
$3K
GWS
567
Glassman Wealth Services
Virginia
$3K +$829 +15 +26%
DWM
568
Darwin Wealth Management
Florida
$3K +$4.75K +86 New
ED
569
Exane Derivatives
France
$2.9K
SWA
570
Sutton Wealth Advisors
Florida
$2.53K +$387 +7 +12%
SQA
571
Simon Quick Advisors
New Jersey
$2K -$30.9K -560 -90%
TFO
572
Tarbox Family Office
California
$2K -$1.88K -34 -40%
AF
573
Allworth Financial
California
$2K
CHA
574
Carmichael Hill & Associates
Maryland
$2K
SNT
575
Security National Trust
West Virginia
$2K +$3.59K +65 New

CBRE Hedge Fund Activity: Q1 2020 in Review

586 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q1 2020, worth a combined $12B — down 38% from $19.4B a quarter earlier.

Sellers outnumbered buyers: 119 funds closed out of CBRE and 72 opened new positions — a net loss of 47 holders — while 249 trimmed existing stakes and 202 added.

The largest buyer was Generation Investment Management, adding an estimated $338M. The largest seller was Cohen & Steers, exiting entirely with an estimated $151M sold.

  • 586 institutional investors held CBRE Group (CBRE) as of Q1 2020, down from 638 in Q4 2019.
  • Funds reported $12B of CBRE Group stock for Q1 2020, down 38% quarter-over-quarter.
  • 72 funds opened new CBRE Group positions in Q1 2020 and 119 closed out, a net change of -47 holders.
  • The largest CBRE Group buyer in Q1 2020 was Generation Investment Management, an estimated $338M added.
  • The largest CBRE Group seller in Q1 2020 was Cohen & Steers, an estimated $151M sold.

Based on aggregated 13F filings for Q1 2020.