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CBRE Group

760 hedge funds and large institutions have $28.6B invested in CBRE Group in 2022 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 298 increasing their positions, 281 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $234M | Put options by funds: $76.6M

6% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 281

1.26% less ownership

Funds ownership: 95.61%94.35% (-1.3%)

2% less funds holding

Funds holding: 778760 (-18)

12% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 84

17% less capital invested

Capital invested by funds: $34.3B → $28.6B (-$5.7B)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
760
Holders Change
-18
Holders Change %
-2.31%
% of All Funds
11.99%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
74
Increased
298
Reduced
281
Closed
84
Calls
$234M
Puts
$76.6M
Net Calls
+$157M
Net Calls Change
-$58.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
576
Proficio Capital Partners
Massachusetts
$284K +$66.3K +681 +28%
HDIM
577
Hanson & Doremus Investment Management
Vermont
$283K
SGI
578
Summit Global Investments
Utah
$278K -$993K -10,190 -77%
ASN
579
Advisory Services Network
Georgia
$277K -$12.6K -129 -4%
ACM
580
AlphaStar Capital Management
North Carolina
$277K +$48.6K +499 +20%
LS
581
Livforsakringsbolaget Skandia
Sweden
$275K
CC
582
Corton Capital
Ontario, Canada
$275K +$293K +3,005 New
SLG
583
Stanley-Laman Group
Pennsylvania
$268K +$285K +2,930 New
GC
584
Gilbert & Cook
Iowa
$267K -$4.29K -44 -1%
CFA
585
Cahill Financial Advisors
Minnesota
$266K -$73.4K -753 -21%
Fisher Asset Management
586
Fisher Asset Management
Washington
$265K +$7.01K +72 +3%
PGFC
587
Peapack-Gladstone Financial Corp
New Jersey
$263K -$29.2K -300 -9%
SW
588
SVB Wealth
Massachusetts
$263K -$9.64K -99 -3%
E
589
Ergoteles
New York
$259K +$276K +2,828 New
FMAEN1
590
Fund Management at Engine No 1
California
$259K +$276K +2,833 New
P
591
Pitcairn
Pennsylvania
$257K -$3.9K -40 -1%
RB
592
Renasant Bank
Mississippi
$255K +$33.5K +344 +14%
PCG
593
Private Capital Group
Connecticut
$254K -$25.9K -266 -9%
PFBT
594
Parkside Financial Bank & Trust
Missouri
$252K -$60.7K -623 -18%
BC
595
Bartlett & Co
Ohio
$252K
TC
596
TownSquare Capital
Utah
$252K +$56.4K +579 +27%
BCWM
597
Bartlett & Co Wealth Management
Ohio
$252K
WWM
598
Windsor Wealth Management
Indiana
$247K -$1.07K -11 -0.4%
PCS
599
Personal CFO Solutions
New Jersey
$235K +$14.2K +146 +6%
APG
600
Abacus Planning Group
South Carolina
$235K +$57.5K +590 +30%

CBRE Hedge Fund Activity: Q1 2022 in Review

760 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q1 2022, worth a combined $28.6B — down 17% from $34.3B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of CBRE and 74 opened new positions — a net loss of 10 holders — while 281 trimmed existing stakes and 298 added.

The largest buyer was Millennium Management, adding an estimated $104M. The largest seller was Fidelity Investments, cutting an estimated $242M.

  • 760 institutional investors held CBRE Group (CBRE) as of Q1 2022, down from 778 in Q4 2021.
  • Funds reported $28.6B of CBRE Group stock for Q1 2022, down 17% quarter-over-quarter.
  • 74 funds opened new CBRE Group positions in Q1 2022 and 84 closed out, a net change of -10 holders.
  • The largest CBRE Group buyer in Q1 2022 was Millennium Management, an estimated $104M added.
  • The largest CBRE Group seller in Q1 2022 was Fidelity Investments, an estimated $242M sold.

Based on aggregated 13F filings for Q1 2022.