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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
C
701
Covestor
United Kingdom
$29K +$4.31K +48 +19%
BWL
702
Bogart Wealth LLC
Virginia
$28.5K
JWM
703
Janiczek Wealth Management
Colorado
$28.3K -$3.05K -34 -10%
RMC
704
Resources Management Corp
Connecticut
$28K
ZB
705
Zions Bancorporation
Utah
$26.8K -$3.59K -40 -13%
Jones Financial Companies
706
Jones Financial Companies
Missouri
$25.8K +$19.6K +218 +464%
SWS
707
SYSTM Wealth Solutions
Illinois
$25.5K
MCM
708
MV Capital Management
Maryland
$25.3K -$449 -5 -2%
SA
709
SRH Advisors
Kansas
$24.3K +$4.49K +50 +25%
GWSG
710
GPS Wealth Strategies Group
Colorado
$21.9K
PK
711
Pflug Koory
Nebraska
$21.9K
FMII
712
Farmers & Merchants Investments Inc
Nebraska
$21.6K
CH
713
Canton Hathaway
Rhode Island
$21K +$19.1K +213 New
CG
714
Cutler Group
California
$21K +$20.1K +224 New
DAM
715
Delta Asset Management
Tennessee
$20.3K
FFO
716
Fortitude Family Office
Arizona
$20K
RA
717
Rise Advisors
New York
$19.9K +$18.4K +205 New
ME
718
McIlrath & Eck
Washington
$19.4K
S
719
Sachetta
Massachusetts
$19.1K
BIA
720
Bell Investment Advisors
California
$19K
TCOV
721
Trust Company of Vermont
Vermont
$18.4K
CB
722
CNB Bank
Pennsylvania
$18K
EC
723
EntryPoint Capital
New York
$17.9K -$28.3K -315 -63%
SL
724
Salomon & Ludwin
Virginia
$17.9K +$16.5K +184 New
WPA
725
West Paces Advisors
Georgia
$17.5K -$7.9K -88 -33%

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.