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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
Nomura Holdings
626
Nomura Holdings
Japan
$231K -$4.65M -51,729 -96%
OWP
627
Obermeyer Wealth Partners
Colorado
$230K
PWM
628
Perigon Wealth Management
California
$225K +$208K +2,318 New
CI
629
Conning Inc
Connecticut
$224K
IAN
630
Integrated Advisors Network
Texas
$224K -$10.7K -119 -5%
TAM
631
Trillium Asset Management
Massachusetts
$221K -$28.2K -314 -12%
EFA
632
Evernest Financial Advisors
Indiana
$221K -$206K -2,291 -47%
CAM
633
Cidel Asset Management
Ontario, Canada
$220K +$203K +2,262 New
CAMG
634
CWA Asset Management Group
Florida
$220K -$2.96K -33 -1%
SSWM
635
Smith Salley Wealth Management
North Carolina
$220K -$76.1K -847 -27%
CFG
636
Citizens Financial Group
Rhode Island
$219K +$5.12K +57 +3%
A
637
AJOVista
Massachusetts
$218K
FIM
638
Freedom Investment Management
Connecticut
$217K +$200K +2,231 New
ACA
639
Atlas Capital Advisors
Wyoming
$217K -$35.8K -399 -15%
GI
640
GAMMA Investing
California
$214K +$33.2K +370 +20%
GFP
641
Gryphon Financial Partners
Ohio
$213K -$28.8K -321 -13%
CA
642
Commerzbank Aktiengesellschaft
Germany
$213K +$196K +2,187 New
CC
643
Corton Capital
Ontario, Canada
$212K +$196K +2,181 New
MWM
644
Mission Wealth Management
California
$211K +$359 +4 +0.2%
TPCW
645
TD Private Client Wealth
New York
$207K -$199K -2,221 -51%
LTAS
646
Linden Thomas Advisory Services
North Carolina
$206K +$191K +2,122 New
I
647
IMPACTfolio
Colorado
$205K -$76.9K -856 -29%
RWP
648
RWA Wealth Partners
Massachusetts
$204K -$17.2K -191 -8%
MW
649
Marcum Wealth
Ohio
$202K +$187K +2,078 New
MFIM
650
Mesirow Financial Investment Management
Illinois
$200K +$185K +2,060 New

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.