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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
EF
551
Empowered Funds
Pennsylvania
$371K +$60.9K +678 +22%
Walleye Capital
552
Walleye Capital
New York
$370K -$1.75M -19,492 -84%
GHA
553
GW Henssler & Associates
Georgia
$370K
HWM
554
HB Wealth Management
Georgia
$367K +$17.2K +191 +5%
HDIM
555
Hanson & Doremus Investment Management
Vermont
$361K
SAM
556
Silvercrest Asset Management
New York
$359K -$1.26K -14 -0.4%
PWMG
557
Prestige Wealth Management Group
New Jersey
$358K +$328K +3,655 +16,614%
SGI
558
Summit Global Investments
Utah
$356K -$442K -4,921 -57%
SC
559
Savant Capital
Illinois
$352K +$40.5K +451 +14%
OAM
560
Oxford Asset Management
United Kingdom
$350K +$323K +3,600 New
TB
561
Treynor Bancshares
Iowa
$350K
FCH
562
Freestone Capital Holdings
Washington
$346K -$3.41K -38 -1%
CGL
563
Clarius Group LLC
Washington
$346K -$12.6K -140 -4%
LSA
564
Leonteq Securities AG
Switzerland
$345K +$69.5K +774 +28%
AA
565
Ancora Advisors
Ohio
$339K
BWP
566
BSW Wealth Partners
Colorado
$338K -$9.7K -108 -3%
P
567
Pitcairn
Pennsylvania
$337K +$39.8K +443 +15%
Janney Montgomery Scott
568
Janney Montgomery Scott
Pennsylvania
$336K +$310K +3,455 New
WIC
569
Whitegate Investment Counselors
New Hampshire
$336K
I
570
InceptionR
California
$333K +$8.26K +92 +3%
BC
571
Burney Company
Virginia
$332K -$14.4K -160 -4%
GCP
572
GSA Capital Partners
United Kingdom
$330K +$305K +3,395 New
OPTFSNA
573
Old Point Trust & Financial Services N A
Virginia
$326K +$301K +3,349 New
AIP
574
Ameritas Investment Partners
Nebraska
$324K -$15.3K -170 -5%
GM
575
GeoWealth Management
Illinois
$322K +$298K +3,313 New

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.