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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
CT
751
Colonial Trust
South Carolina
$9.1K
RG
752
Retirement Group
California
$8.75K -$2.33K -26 -22%
AWM
753
Abound Wealth Management
Tennessee
$8.27K
FMP
754
Financial Management Professionals
Texas
$8K
RFG
755
RFP Financial Group
Georgia
$7.39K +$2.78K +31 +69%
CMP
756
Coston McIsaac & Partners
Maine
$7K
WT
757
Washington Trust
Rhode Island
$6.9K +$3.32K +37 +109%
MSG
758
Main Street Group
Virginia
$6.17K
VNA
759
Valley National Advisers
Pennsylvania
$6K +$1.35K +15 +27%
AT
760
Arlington Trust
Alabama
$5.93K
1832 Asset Management
761
1832 Asset Management
Ontario, Canada
$5.83K +$5.39K +60 New
PCWA
762
Pacific Capital Wealth Advisors
California
$5.45K +$5.03K +56 New
TCA
763
Trifecta Capital Advisors
Illinois
$5.35K
CHA
764
Carmichael Hill & Associates
Maryland
$4.96K -$988 -11 -18%
JGIA
765
Jackson Grant Investment Advisers
Connecticut
$4.28K
LI
766
LRI Investments
Florida
$4.08K +$3.77K +42 New
FWM
767
FSA Wealth Management
Massachusetts
$3.79K
HI
768
Hoey Investments
Pennsylvania
$3.11K
FGAM
769
Financial Gravity Asset Management
Texas
$3.02K +$2.25K +25 +417%
AP
770
Aspect Partners
Virginia
$3.01K
GWM
771
Geneos Wealth Management
Colorado
$3.01K +$1.89K +21 +210%
AW
772
Avion Wealth
Texas
$3K -$629 -7 -21%
PP
773
Pacifica Partners
Canada
$2.77K
SIC
774
SJS Investment Consulting
Ohio
$2.63K +$180 +2 +8%
BAM
775
Bellevue Asset Management
Washington
$2.63K

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.