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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
AWM
676
Atticus Wealth Management
Florida
$40.5K
C
677
Covestor
United Kingdom
$37K +$10.7K +121 +40%
FRA
678
Front Row Advisors
California
$33.7K +$89 +1 +0.3%
SC
679
SouthState Corp
Florida
$31.2K
BFEC
680
Benjamin F. Edwards & Company
Missouri
$29K +$19.1K +215 +190%
CA
681
Crewe Advisors
Utah
$27.7K
CAS
682
Coppell Advisory Solutions
Texas
$27.7K +$27.6K +311 New
FMTCOCP
683
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$27K
SWM
684
Spire Wealth Management
Virginia
$26.6K -$2.93K -33 -10%
BWL
685
Bogart Wealth LLC
Virginia
$26.1K
JWM
686
Janiczek Wealth Management
Colorado
$25.9K
MCM
687
MV Capital Management
Maryland
$23.3K +$177 +2 +0.8%
S
688
Sachetta
Massachusetts
$23K
SA
689
SRH Advisors
Kansas
$22.3K
TWC
690
TD Waterhouse Canada
Ontario, Canada
$21.8K -$44.4K -500 -66%
PWMG
691
Private Wealth Management Group
New Jersey
$21.8K +$7.9K +89 +57%
ZB
692
Zions Bancorporation
Utah
$21.3K -$3.28K -37 -13%
GWSG
693
GPS Wealth Strategies Group
Colorado
$20.1K
FMII
694
Farmers & Merchants Investments Inc
Nebraska
$19.8K
FFO
695
Fortitude Family Office
Arizona
$19.4K +$1.06K +12 +6%
MCM
696
Manchester Capital Management
Vermont
$18.8K +$3.73K +42 +25%
DAM
697
Delta Asset Management
Tennessee
$18.6K
RA
698
Rise Advisors
New York
$18.3K
ME
699
McIlrath & Eck
Washington
$17.8K
CPG
700
Cornerstone Planning Group
New Jersey
$17.8K -$710 -8 -5%

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.