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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
IA
676
IFP Advisors
Florida
$78.8K -$32.1K -357 -31%
AssetMark Inc
677
AssetMark Inc
California
$78.3K -$1.08K -12 -1%
FHA
678
First Horizon Advisors
Tennessee
$77.5K +$3.5K +39 +5%
WTC
679
WhitTier Trust Company
Nevada
$77.3K
TWC
680
TD Waterhouse Canada
Ontario, Canada
$72.9K
GBT
681
Grove Bank & Trust
Florida
$66.5K
PTC
682
Private Trust Company
Ohio
$61K -$1.8K -20 -3%
SOW
683
State of Wyoming
Wyoming
$59.5K -$10.2K -114 -16%
MHR
684
Matthew Hamilton Rosenberg
$54.9K
BGAI
685
Bruce G. Allen Investments
Colorado
$53.7K +$2.87K +32 +6%
FCA
686
FinTrust Capital Advisors
South Carolina
$53.5K -$9.79K -109 -17%
TFA
687
Transamerica Financial Advisors
Florida
$49K -$173K -1,921 -79%
HI
688
Harbour Investments
Wisconsin
$47.5K +$12.5K +139 +40%
QL
689
Quarry LP
New York
$47K +$39.5K +440 +1,023%
EWA
690
EverSource Wealth Advisors
Alabama
$46.3K +$14.8K +165 +45%
DMBA
691
Deseret Mutual Benefit Administrators
Utah
$44.8K +$5.84K +65 +16%
AWM
692
Atticus Wealth Management
Florida
$44.2K
GRP
693
Global Retirement Partners
California
$40.8K +$5.75K +64 +18%
AF
694
Allworth Financial
California
$40.4K +$6.46K +72 +21%
FRA
695
Front Row Advisors
California
$36.7K +$33.9K +377 New
SC
696
SouthState Corp
Florida
$34K
SWM
697
Spire Wealth Management
Virginia
$32.2K +$539 +6 +2%
HT
698
Headlands Technologies
Illinois
$31.9K -$104K -1,158 -78%
CA
699
Crewe Advisors
Utah
$30.2K +$27.9K +311 New
FMTCOCP
700
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29K

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.