We are live on ! Find out more
CBRE icon

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
Fuller & Thaler Asset Management
551
Fuller & Thaler Asset Management
California
$344K +$263K +2,960 +331%
GHA
552
GW Henssler & Associates
Georgia
$340K +$355 +4 +0.1%
PCIA
553
Prime Capital Investment Advisors
Kansas
$338K -$61.4K -692 -15%
Lazard Asset Management
554
Lazard Asset Management
New York
$333K -$241K -2,720 -42%
HDIM
555
Hanson & Doremus Investment Management
Vermont
$330K
RG
556
Renaissance Group
Kentucky
$327K -$597K -6,729 -65%
FCH
557
Freestone Capital Holdings
Washington
$320K +$2.75K +31 +0.9%
P
558
Pitcairn
Pennsylvania
$317K +$8.34K +94 +3%
LSA
559
Leonteq Securities AG
Switzerland
$317K +$1.24K +14 +0.4%
ET
560
Entropy Technologies
New York
$317K +$315K +3,554 New
AA
561
Ancora Advisors
Ohio
$310K
WW
562
Waterfront Wealth
Kansas
$310K
WIC
563
Whitegate Investment Counselors
New Hampshire
$308K
MAS
564
Meeder Advisory Services
Ohio
$308K +$85.4K +963 +39%
ASN
565
Advisory Services Network
Georgia
$308K +$16.2K +183 +6%
CGL
566
Clarius Group LLC
Washington
$306K -$10.6K -120 -3%
BRWA
567
B. Riley Wealth Advisors
Florida
$305K -$48.2K -543 -14%
BJL
568
Brighton Jones LLC
Washington
$305K +$13.3K +150 +5%
CCM
569
Coldstream Capital Management
Washington
$299K +$26.4K +298 +10%
WPC
570
Wedmont Private Capital
Pennsylvania
$298K +$6.03K +68 +2%
OIA
571
OneDigital Investment Advisors
Kansas
$298K +$296K +3,340 New
AIP
572
Ameritas Investment Partners
Nebraska
$297K
LI
573
LRI Investments
Florida
$293K +$288K +3,250 +7,738%
TC
574
TownSquare Capital
Utah
$292K +$5.94K +67 +2%
LCM
575
Logan Capital Management
Pennsylvania
$291K

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.