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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
KHC
751
Koesten Hirschmann & Crabtree
Kansas
$2.43K – – –
SIC
752
SJS Investment Consulting
Ohio
$2.41K – – –
HWP
753
Highline Wealth Partners
California
$2.32K +$2.31K +26 New
UWS
754
Unique Wealth Strategies
Illinois
$2.24K +$2.04K +23 New
DF
755
Dunhill Financial
United Kingdom
$2.2K +$89 +1 +4%
FW
756
Fairway Wealth
Ohio
$2.14K +$2.13K +24 New
CAL
757
Capital Advisors Ltd
Ohio
$2K -$444 -5 -21%
PWMG
758
Prestige Wealth Management Group
New Jersey
$1.96K -$324K -3,655 -99%
WWP
759
WR Wealth Planners
Missouri
$1.96K +$444 +5 +29%
AAG
760
Armstrong Advisory Group
Massachusetts
$1.78K – – –
BWP
761
Baldwin Wealth Partners
Massachusetts
$1.78K +$1.77K +20 New
FG
762
Fairman Group
Pennsylvania
$1.69K – – –
SIS
763
Sound Income Strategies
Florida
$1.43K – – –
TWD
764
True Wealth Design
Ohio
$1.16K -$7.99K -90 -87%
VCM
765
Versant Capital Management
Arizona
$1.16K +$1.15K +13 New
CWC
766
Carolinas Wealth Consulting
North Carolina
$1.07K – – –
CAC
767
Core Alternative Capital
Georgia
$980 – – –
WWM
768
Wolff Wiese Magana
California
$892 – – –
GWM
769
Geneos Wealth Management
Colorado
$891 -$1.86K -21 -68%
NSIM
770
North Star Investment Management
Illinois
$891 -$355 -4 -29%
ECM
771
Everence Capital Management
Indiana
$737 – – –
VWA
772
Valued Wealth Advisors
Utah
$713 – – –
RS
773
Rakuten Securities
Japan
$624 – – –
LIA
774
Lynx Investment Advisory
District of Columbia
$535 +$532 +6 New
OWA
775
Opal Wealth Advisors
New York
$535 +$532 +6 New
29 30
31
32 33

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.