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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
DMBA
651
Deseret Mutual Benefit Administrators
Utah
$83K -$19K -195 -18%
PFGIA
652
Patriot Financial Group Insurance Agency
Massachusetts
$79K -$3.51K -36 -4%
APA
653
American Portfolios Advisors
New York
$78.6K -$187K -1,916 -69%
MCM
654
Manchester Capital Management
Vermont
$76K
AssetMark Inc
655
AssetMark Inc
California
$75K +$1.75K +18 +2%
AF
656
Advisornet Financial
Minnesota
$73K +$1.07K +11 +1%
RMC
657
Resources Management Corp
Connecticut
$66K
T
658
TOBAM
France
$65K -$43.2K -443 -39%
BWL
659
Bogart Wealth LLC
Virginia
$64K
Macquarie Group
660
Macquarie Group
Australia
$63.5K +$13.9M +142,766 +26%
LC
661
Lindbrook Capital
California
$62K -$10.7K -110 -14%
FAG
662
Fortitude Advisory Group
Washington
$60K
BDWM
663
Brewin Dolphin Wealth Management
Ireland
$57K
MHR
664
Matthew Hamilton Rosenberg
$53K
TAIM
665
TD Ameritrade Investment Management
Nebraska
$49K -$877 -9 -2%
FMTCOCP
666
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$47K
JGIA
667
Jackson Grant Investment Advisers
Connecticut
$45K
TWA
668
TCI Wealth Advisors
Arizona
$44K -$3.9K -40 -8%
FF
669
FourThought Financial
Florida
$41K +$45.4K +466 New
FMII
670
Farmers & Merchants Investments Inc
Nebraska
$39K
EWA
671
EverSource Wealth Advisors
Alabama
$38K -$25.3K -260 -39%
SC
672
Seldon Capital
California
$38K
CFO
673
CVA Family Office
Colorado
$38K +$4.38K +45 +12%
FRA
674
Front Row Advisors
California
$37K -$585 -6 -1%
GRP
675
Global Retirement Partners
California
$37K +$45.7K +469 New

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.