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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
VNA
726
Valley National Advisers
Pennsylvania
$4K
ZIG
727
Zullo Investment Group
Pennsylvania
$4K
JWM
728
Janiczek Wealth Management
Colorado
$3K
KFP
729
KB Financial Partners
New Jersey
$3K
PP
730
Pacifica Partners
Canada
$3K
SC
731
Sierra Capital
Florida
$3K
SIS
732
Sound Income Strategies
Florida
$3K +$1.66K +17 +106%
CI
733
Cordant Inc
Oregon
$3K +$3.7K +38 New
MGIM
734
M&G Investment Management
United Kingdom
$2.29K +$31.5K +323 +1%
PMFA
735
Plante Moran Financial Advisors
Michigan
$2K -$41.6K -427 -94%
SC
736
Schubert & Co
Texas
$2K -$292 -3 -13%
BAM
737
Bellevue Asset Management
Washington
$2K -$195 -2 -10%
BA
738
Bellwether Advisors
Nebraska
$2K
CAM
739
ClariVest Asset Management
California
$2K
CFB
740
Cullen/Frost Bankers
Texas
$2K
PWMG
741
Prestige Wealth Management Group
New Jersey
$2K
S
742
Surevest
California
$2K
WWM
743
Wolff Wiese Magana
California
$2K
WT
744
Washington Trust
Rhode Island
$2K +$97 +1 +4%
AA
745
Addison Advisors
Vermont
$2K +$682 +7 +44%
ADL
746
Asset Dedication LLC
California
$2K +$1.66K +17 New
SIC
747
SJS Investment Consulting
Ohio
$2K +$2.24K +23 New
DI
748
Disciplined Investments
Oklahoma
$2K +$2.34K +24 New
BWM
749
Baystate Wealth Management
Massachusetts
$1K
CWC
750
Carolinas Wealth Consulting
North Carolina
$1K

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.