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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
SI
601
Stephens Inc
Arkansas
$233K +$21.3K +219 +9%
OWP
602
Obermeyer Wealth Partners
Colorado
$232K -$20.9K -215 -8%
ER
603
Enlightenment Research
Florida
$229K +$244K +2,500 New
PSUF
604
People's United Financial
Connecticut
$228K -$43.4K -445 -15%
GIA
605
GHP Investment Advisors
Colorado
$227K +$242K +2,485 New
HIA
606
Harbor Investment Advisory
Maryland
$222K
MYLI
607
Meiji Yasuda Life Insurance
Japan
$221K -$62.7K -644 -21%
BWP
608
BSW Wealth Partners
Colorado
$221K -$47.7K -490 -17%
TA
609
TruWealth Advisors
Louisiana
$220K +$234K +2,400 New
DU
610
Delphia (USA)
Ontario, Canada
$218K -$17.5K -180 -7%
PMA
611
Prudent Man Advisors
Illinois
$218K -$2.44K -25 -1%
FAM
612
Fulcrum Asset Management
United Kingdom
$214K
CCA
613
Checchi Capital Advisers
California
$214K +$6.92K +71 +3%
MG
614
Mather Group
Illinois
$214K +$10K +103 +5%
SIM
615
Sentry Investment Management
Wisconsin
$213K -$105K -1,081 -32%
CFC
616
Coyle Financial Counsel
Illinois
$213K +$227K +2,325 New
M
617
Mirova
France
$211K -$195 -2 -0.1%
PMG
618
ProVise Management Group
Florida
$209K
MAM
619
Meeder Asset Management
Ohio
$207K -$9.84K -101 -4%
Capstone Investment Advisors
620
Capstone Investment Advisors
New York
$207K +$176K +1,810 +401%
RC
621
RegentAtlantic Capital
New Jersey
$206K -$4.48K -46 -2%
CIP
622
Convergence Investment Partners
Florida
$205K +$20.2K +207 +10%
MWM
623
Minot Wealth Management
Massachusetts
$204K
ST
624
Smithfield Trust
Pennsylvania
$201K
HWA
625
Heritage Wealth Advisors
Virginia
$197K

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.