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CBRE Group
CBRE

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: 795 → 780 (-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: 13 → 11 (-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

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$172M
2
Swedbank
Swedbank
Sweden
+$134M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$105M
4
GIM
Generation Investment Management
United Kingdom
+$91.6M
5
BlackRock
BlackRock
New York
+$85.7M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$359M
2
VH
ValueAct Holdings
California
-$240M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$160M
4
GFA
Gallagher Fiduciary Advisors
Illinois
-$98.1M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$84.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSMHT
726
Thurston Springer Miller Herd & Titak
Indiana
$8.73K +$8.7K +98 New
CT
727
Colonial Trust
South Carolina
$8.32K – – –
AF
728
Advisornet Financial
Minnesota
$8.31K -$887 -10 -10%
AWM
729
Abound Wealth Management
Tennessee
$7.22K -$355 -4 -5%
ETC
730
Exchange Traded Concepts
Oklahoma
$7.13K -$4.7K -53 -40%
FMP
731
Financial Management Professionals
Texas
$7K – – –
RFG
732
RFP Financial Group
Georgia
$6.77K – – –
CMP
733
Coston McIsaac & Partners
Maine
$6K – – –
VNA
734
Valley National Advisers
Pennsylvania
$6K +$444 +5 +7%
MSG
735
Main Street Group
Virginia
$5.59K – – –
AT
736
Arlington Trust
Alabama
$5.44K – – –
TCA
737
Trifecta Capital Advisors
Illinois
$4.9K – – –
CHA
738
Carmichael Hill & Associates
Maryland
$4.54K – – –
JGIA
739
Jackson Grant Investment Advisers
Connecticut
$3.92K – – –
SSB
740
Sandy Spring Bank
Maryland
$3.3K +$3.28K +37 New
CA
741
CoreCap Advisors
Michigan
$3.21K -$12.3K -139 -79%
EBA
742
Eagle Bay Advisors
New York
$3.21K +$3.19K +36 New
Kayne Anderson Rudnick Investment Management
743
Kayne Anderson Rudnick Investment Management
California
$3.12K +$1.15K +13 +59%
AW
744
Avion Wealth
Texas
$3K +$1.06K +12 +44%
CFB
745
Cullen/Frost Bankers
Texas
$2.85K -$6.39K -72 -69%
HI
746
Hoey Investments
Pennsylvania
$2.85K – – –
AP
747
Aspect Partners
Virginia
$2.76K – – –
DPW
748
DiNuzzo Private Wealth
Pennsylvania
$2.67K +$355 +4 +15%
PP
749
Pacifica Partners
Canada
$2.53K – – –
BAM
750
Bellevue Asset Management
Washington
$2.5K +$89 +1 +4%
28 29
30
31 32

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.