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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
Janney Montgomery Scott
576
Janney Montgomery Scott
Pennsylvania
$291K -$16.6K -187 -5%
CI
577
Cigna Investments
Connecticut
$290K
BWP
578
BSW Wealth Partners
Colorado
$289K -$20.3K -229 -7%
GI
579
GAMCO Investors
Connecticut
$288K
Axa
580
Axa
France
$285K -$6.09M -68,612 -96%
DT
581
Diversified Trust
Tennessee
$282K +$26.1K +294 +10%
UB
582
UMB Bank
Missouri
$278K +$24K +271 +10%
BC
583
Burney Company
Virginia
$275K -$28.8K -325 -10%
EWA
584
EP Wealth Advisors
California
$273K +$13.5K +152 +5%
CFGS
585
Concourse Financial Group Securities
Alabama
$272K +$15.2K +171 +6%
NFC
586
Northeast Financial Consultants
Connecticut
$267K
PGFC
587
Peapack-Gladstone Financial Corp
New Jersey
$266K -$8.7K -98 -3%
CFA
588
Cahill Financial Advisors
Minnesota
$265K +$887 +10 +0.3%
PCP
589
Proficio Capital Partners
Massachusetts
$263K -$16K -180 -6%
FTWA
590
Fifth Third Wealth Advisors
Ohio
$258K +$257K +2,894 New
FFM
591
Forum Financial Management
Illinois
$256K +$355 +4 +0.1%
HWA
592
Heritage Wealth Advisors
Virginia
$256K
CIA
593
Concurrent Investment Advisors
Florida
$252K +$251K +2,826 New
CP
594
Covenant Partners
Tennessee
$252K
SIA
595
Schechter Investment Advisors
Michigan
$252K +$17.7K +200 +8%
VI
596
Versor Investments
New York
$250K +$248K +2,800 New
CFG
597
Citizens Financial Group
Rhode Island
$248K +$46.8K +527 +23%
BTWM
598
Baker Tilly Wealth Management
Wisconsin
$244K -$25.5K -287 -9%
TPI
599
Trust Point Inc
Wisconsin
$243K -$106K -1,199 -31%
TB
600
Treynor Bancshares
Iowa
$240K -$79.8K -899 -25%

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.