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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
WPA
701
West Paces Advisors
Georgia
$14.6K
EW
702
Evoke Wealth
California
$14K +$1.95K +20 +16%
SSG
703
Summit Securities Group
New York
$13K +$13.3K +137 New
MCM
704
MV Capital Management
Maryland
$12K +$3.51K +36 +37%
AP
705
Arlington Partners
Alabama
$11K -$2.53K -26 -17%
TFO
706
Tarbox Family Office
California
$11K +$2.53K +26 +28%
RG
707
Retirement Group
California
$11K +$7.5K +77 +197%
CYG
708
Clean Yield Group
Vermont
$11K +$11.8K +121 New
SWA
709
Sutton Wealth Advisors
Florida
$10.2K +$974 +10 +10%
NIM
710
NuWave Investment Management
New Jersey
$10K +$10.1K +104 New
GWMIA
711
Global Wealth Management Investment Advisory
Florida
$9K
HCP
712
Hexagon Capital Partners
Arkansas
$9K
PFS
713
Prospera Financial Services
Texas
$8K +$8.96K +92 New
AF
714
Allworth Financial
California
$7K -$19.5K -200 -74%
MA
715
MUFG Americas
New York
$7K -$10.7K -110 -60%
ETC
716
Exchange Traded Concepts
Oklahoma
$7K
CHA
717
Carmichael Hill & Associates
Maryland
$6K
FBT
718
First Bank & Trust
South Dakota
$6K
JWA
719
JFS Wealth Advisors
Pennsylvania
$6K +$2.44K +25 +66%
CAC
720
Core Alternative Capital
Georgia
$6K +$5.07K +52 +274%
ED
721
Exane Derivatives
France
$4.03K
CI Investments Inc
722
CI Investments Inc
Ontario, Canada
$4K
FMP
723
Financial Management Professionals
Texas
$4K
SSB
724
Sandy Spring Bank
Maryland
$4K
SWA
725
SOA Wealth Advisors
New York
$4K

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.