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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
TFS
676
TrustCore Financial Services
Tennessee
$34K
ZB
677
Zions Bancorporation
Utah
$33K -$6.43K -66 -15%
SC
678
SouthState Corp
Florida
$32K -$3.6K -37 -10%
LAS
679
Lloyd Advisory Services
Georgia
$31K +$32.8K +337 New
FHA
680
First Horizon Advisors
Tennessee
$30K -$125K -1,285 -80%
WTA
681
Washington Trust Advisors
Massachusetts
$29K -$195 -2 -0.6%
GLLW
682
Graves Light Lenhart Wealth
Virginia
$29K
Jones Financial Companies
683
Jones Financial Companies
Missouri
$29K +$12.2K +125 +65%
HR
684
Howe & Rusling
New York
$27K
PK
685
Pflug Koory
Nebraska
$27K
AWMS
686
Advocacy Wealth Management Services
Georgia
$27K +$6.63K +68 +30%
SC
687
Siena Capital
Ohio
$27K +$29.2K +300 New
GWS
688
Glassman Wealth Services
Virginia
$25K +$4.48K +46 +20%
T
689
TCWP
Ohio
$25K +$27K +277 New
CCA
690
Column Capital Advisors
Indiana
$24K -$3.21K -33 -11%
SFM
691
Systematic Financial Management
New Jersey
$23K
RTC
692
Riverview Trust Company
Washington
$22K +$23.4K +240 New
GWSG
693
GPS Wealth Strategies Group
Colorado
$21K
MPWT
694
MassMutual Private Wealth & Trust
Connecticut
$21K +$9.74K +100 +75%
LWA
695
Lenox Wealth Advisors
New York
$18K
ME
696
McIlrath & Eck
Washington
$18K
SA
697
SRH Advisors
Kansas
$18K
ACM
698
Aquatic Capital Management
Illinois
$18K +$19.5K +200 New
CB
699
CNB Bank
Pennsylvania
$17K
HS
700
Horan Securities
United States
$16K

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.