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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
MWM
626
Mission Wealth Management
California
$200K +$7.19K +81 +4%
NICM
627
Neo Ivy Capital Management
New York
$200K +$199K +2,240 New
GM
628
GeoWealth Management
Illinois
$199K -$96.3K -1,085 -33%
ACA
629
Atlas Capital Advisors
Wyoming
$198K
TPCW
630
TD Private Client Wealth
New York
$195K +$5.32K +60 +3%
WPWM
631
Western Pacific Wealth Management
Illinois
$181K
EWM
632
Evermay Wealth Management
Virginia
$180K
PFBT
633
Parkside Financial Bank & Trust
Missouri
$178K -$74.3K -837 -30%
MG
634
Mather Group
Illinois
$167K +$12.2K +138 +9%
LC
635
Lindbrook Capital
California
$149K +$1.95K +22 +1%
DFA
636
DHJJ Financial Advisors
Illinois
$144K -$177 -2 -0.1%
SOW
637
State of Wyoming
Wyoming
$142K +$87.6K +987 +161%
CAL
638
Capital Analysts LLC
Pennsylvania
$137K -$12.4K -140 -8%
FFA
639
Farther Finance Advisors
California
$129K +$7.1K +80 +6%
PCM
640
Penserra Capital Management
California
$128K -$621 -7 -0.5%
HT
641
Headlands Technologies
Illinois
$125K +$95.7K +1,079 +329%
HNB
642
Hilltop National Bank
Wyoming
$124K +$14.5K +163 +13%
SIM
643
Sentry Investment Management
Wisconsin
$120K -$24.5K -276 -17%
ST
644
Smithfield Trust
Pennsylvania
$114K -$3.28K -37 -3%
GRP
645
Global Retirement Partners
California
$111K +$73.6K +830 +198%
AssetMark Inc
646
AssetMark Inc
California
$99.6K +$27.7K +312 +39%
BF
647
BOK Financial
Oklahoma
$98.3K -$42.3K -477 -30%
IA
648
IFP Advisors
Florida
$93.2K +$20.9K +236 +29%
MPWT
649
MassMutual Private Wealth & Trust
Connecticut
$91.2K +$13.8K +156 +18%
AIM
650
Anchor Investment Management
South Carolina
$89.9K

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.