We are live on ! Find out more
CBRE icon

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
OA
726
Operose Advisors
Wisconsin
$17.5K
CA
727
CoreCap Advisors
Michigan
$17K +$15.7K +175 New
MCM
728
Manchester Capital Management
Vermont
$16.4K +$629 +7 +4%
CTC
729
Central Trust Company
Missouri
$16.3K
PWMG
730
Private Wealth Management Group
New Jersey
$15.2K
CPG
731
Cornerstone Planning Group
New Jersey
$15.2K +$449 +5 +3%
BCMLT
732
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.6K
W
733
WealthCollab
Washington
$13.3K -$988 -11 -7%
SIC
734
Salem Investment Counselors
North Carolina
$13.3K
MA
735
MCF Advisors
Kentucky
$13.1K
ETC
736
Exchange Traded Concepts
Oklahoma
$12.9K -$9.79K -109 -45%
NCTC
737
New Covenant Trust Company
Indiana
$12.1K +$11.1K +124 New
GKIM
738
GW&K Investment Management
Massachusetts
$12K -$539 -6 -5%
CAM
739
Close Asset Management
United Kingdom
$12K
DWA
740
Delos Wealth Advisors
Texas
$11.9K +$9.43K +105 +618%
BFEC
741
Benjamin F. Edwards & Company
Missouri
$11K +$5.03K +56 +98%
GJWM
742
Gilliland Jeter Wealth Management
Arkansas
$11K +$10.1K +113 New
JWA
743
JFS Wealth Advisors
Pennsylvania
$10.8K +$180 +2 +2%
CFB
744
Cullen/Frost Bankers
Texas
$10.1K
AF
745
Advisornet Financial
Minnesota
$10K -$11.7K -130 -56%
TWD
746
True Wealth Design
Ohio
$10K +$8.71K +97 +1,617%
CA
747
Continuum Advisory
Idaho
$9.97K +$10.2K +114 New
WIM
748
Westside Investment Management
California
$9.72K
FFC
749
First Financial Corp
Indiana
$9.63K +$8.89K +99 New
RCM
750
Raleigh Capital Management
North Carolina
$9.24K +$4.94K +55 +138%

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.