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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
GA
601
Geller Advisors
New York
$239K -$4.88K -55 -2%
PMG
602
ProVise Management Group
Florida
$233K
EFA
603
Evernest Financial Advisors
Indiana
$232K
SSWM
604
Smith Salley Wealth Management
North Carolina
$231K +$30.1K +339 +15%
WA
605
Waverly Advisors
Alabama
$230K -$5.06K -57 -2%
PAM
606
Panagora Asset Management
Massachusetts
$229K -$266 -3 -0.1%
SI
607
Stephens Inc
Arkansas
$228K
MAM
608
Madison Asset Management
Wisconsin
$225K +$1.15K +13 +0.5%
UCB
609
United Community Bank
South Carolina
$225K +$224K +2,521 New
KPWS
610
Kestra Private Wealth Services
Texas
$222K -$124K -1,392 -36%
AC
611
Avestar Capital
New York
$221K +$220K +2,479 New
BCWM
612
Bartlett & Co Wealth Management
Ohio
$218K -$532 -6 -0.2%
CCA
613
Checchi Capital Advisers
California
$218K
PFA
614
Pathway Financial Advisors
Vermont
$215K
AFG
615
Atomi Financial Group
New York
$215K +$214K +2,411 New
TFF
616
The Family Firm
Maryland
$214K +$213K +2,402 New
PAM
617
Paradigm Asset Management
New York
$214K -$17.7K -200 -8%
GIA
618
GHP Investment Advisors
Colorado
$213K -$8.16K -92 -4%
OWP
619
Obermeyer Wealth Partners
Colorado
$211K
EG
620
Ellerson Group
Maryland
$205K -$43.5K -490 -18%
CA
621
Commerzbank Aktiengesellschaft
Germany
$202K +$6.83K +77 +4%
CI
622
Conning Inc
Connecticut
$202K -$3.19K -36 -2%
CAM
623
Cidel Asset Management
Ontario, Canada
$202K
GS
624
GTS Securities
New York
$201K -$204K -2,301 -50%
PPWP
625
Premier Path Wealth Partners
New Jersey
$201K +$200K +2,255 New

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.