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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
AA
651
Alta Advisers
United Kingdom
$89.1K
OIA
652
Optimum Investment Advisors
Illinois
$89.1K
FHA
653
First Horizon Advisors
Tennessee
$83.9K +$12.8K +144 +18%
CI Investments Inc
654
CI Investments Inc
Ontario, Canada
$83K -$7.9K -89 -9%
RIL
655
Rothschild Investment LLC
Illinois
$79.7K -$4.44K -50 -5%
QC
656
Quent Capital
New York
$77.6K
CFO
657
CVA Family Office
Colorado
$75.2K +$355 +4 +0.5%
EC
658
EdgeRock Capital
Colorado
$74.8K +$74.4K +839 New
AF
659
Allworth Financial
California
$74K +$30.3K +341 +82%
WTC
660
WhitTier Trust Company
Nevada
$70.8K
TFIPS
661
Towarzystwo Funduszy Inwestycyjnych PZU SA
$70.4K -$2.66K -30 -4%
CH
662
Cromwell Holdings
Wyoming
$69.1K +$68.8K +776 New
Jones Financial Companies
663
Jones Financial Companies
Missouri
$69K +$45.2K +509 +192%
PTC
664
Private Trust Company
Ohio
$63.3K +$7.36K +83 +13%
GBT
665
Grove Bank & Trust
Florida
$59.2K -$1.77K -20 -3%
PPC
666
Park Place Capital
Alabama
$57.2K -$24.9K -281 -30%
FCA
667
FinTrust Capital Advisors
South Carolina
$55.4K +$6.39K +72 +13%
BGAI
668
Bruce G. Allen Investments
Colorado
$54.3K +$5.06K +57 +10%
EWA
669
EverSource Wealth Advisors
Alabama
$52.1K -$6.3K -71 -13%
MHR
670
Matthew Hamilton Rosenberg
$49.7K
QL
671
Quarry LP
New York
$46.4K +$3.37K +38 +8%
HI
672
Harbour Investments
Wisconsin
$46.1K +$2.57K +29 +6%
TFA
673
Transamerica Financial Advisors
Florida
$45K
LS
674
Livforsakringsbolaget Skandia
Sweden
$44.3K -$35.5K -400 -45%
DMBA
675
Deseret Mutual Benefit Administrators
Utah
$41.1K

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.