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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
MA
601
MONECO Advisors
Connecticut
$276K
PFBT
602
Parkside Financial Bank & Trust
Missouri
$275K -$10.2K -114 -4%
CP
603
Covenant Partners
Tennessee
$275K -$14.4K -160 -5%
HAG
604
HighPoint Advisor Group
Illinois
$274K +$8.35K +93 +3%
KWM
605
Kolinsky Wealth Management
New Jersey
$273K -$2.78K -31 -1%
EG
606
Ellerson Group
Maryland
$271K -$11.2K -125 -4%
MNBTD
607
Moody National Bank Trust Division
Texas
$267K
GA
608
Geller Advisors
New York
$266K +$4.22K +47 +2%
CA
609
Clearstead Advisors
Ohio
$261K -$5.3K -59 -2%
WA
610
Waverly Advisors
Alabama
$256K -$18.4K -205 -7%
HI
611
Humankind Investments
New York
$256K -$24.1K -268 -9%
SIA
612
Schechter Investment Advisors
Michigan
$255K -$5.03K -56 -2%
PMG
613
ProVise Management Group
Florida
$254K
DWT
614
Dorsey & Whitney Trust
South Dakota
$253K +$1.8K +20 +0.8%
PAM
615
Paradigm Asset Management
New York
$253K -$80.8K -900 -26%
PAM
616
Panagora Asset Management
Massachusetts
$250K
SI
617
Stephens Inc
Arkansas
$249K +$18K +200 +8%
MAM
618
Madison Asset Management
Wisconsin
$244K
MM
619
MQS Management
New York
$244K -$103K -1,149 -31%
MAS
620
Meeder Advisory Services
Ohio
$242K -$1.8K -20 -0.8%
GIA
621
GHP Investment Advisors
Colorado
$242K
BCWM
622
Bartlett & Co Wealth Management
Ohio
$239K +$539 +6 +0.2%
CCA
623
Checchi Capital Advisers
California
$237K -$2.87K -32 -1%
PFA
624
Pathway Financial Advisors
Vermont
$235K
ONB
625
Old National Bancorp
Indiana
$234K -$98.4K -1,096 -31%

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.