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CBRE Group
CBRE

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: 11 → 13 (+2)

4% more funds holding

Funds holding: 761 → 795 (+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

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$199M
2
Man Group
Man Group
United Kingdom
+$110M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$68.2M
4
Parnassus Investments
Parnassus Investments
California
+$49.4M
5
Bank of America
Bank of America
North Carolina
+$48.4M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$270M
2
Morgan Stanley
Morgan Stanley
New York
-$256M
3
VH
ValueAct Holdings
California
-$195M
4
Swedbank
Swedbank
Sweden
-$140M
5
Invesco
Invesco
Georgia
-$124M
Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
776
DiNuzzo Private Wealth
Pennsylvania
$2.53K +$90 +1 +4%
KHC
777
Koesten Hirschmann & Crabtree
Kansas
$2.43K +$2.25K +25 New
DF
778
Dunhill Financial
United Kingdom
$2.34K +$269 +3 +14%
Kayne Anderson Rudnick Investment Management
779
Kayne Anderson Rudnick Investment Management
California
$2.14K -$4.04K -45 -67%
CAL
780
Capital Advisors Ltd
Ohio
$2K +$539 +6 +33%
FPB
781
First PREMIER Bank
South Dakota
$2K +$1.71K +19 New
AAG
782
Armstrong Advisory Group
Massachusetts
$1.86K – – –
FG
783
Fairman Group
Pennsylvania
$1.85K – – –
WWP
784
WR Wealth Planners
Missouri
$1.65K +$1.53K +17 New
SIS
785
Sound Income Strategies
Florida
$1.56K – – –
NSIM
786
North Star Investment Management
Illinois
$1.36K – – –
VWM
787
Venturi Wealth Management
Texas
$1.17K – – –
CWC
788
Carolinas Wealth Consulting
North Carolina
$1.17K +$449 +5 +71%
HIA
789
Harbor Investment Advisory
Maryland
$1.17K +$1.08K +12 New
CAC
790
Core Alternative Capital
Georgia
$1.07K -$8.89K -99 -90%
WWM
791
Wolff Wiese Magana
California
$973 – – –
ECM
792
Everence Capital Management
Indiana
$825 – – –
VWA
793
Valued Wealth Advisors
Utah
$778 +$449 +5 +167%
RS
794
Rakuten Securities
Japan
$681 – – –
CTA
795
Colonial Trust Advisors
South Carolina
$194 – – –
DWM
796
Dogwood Wealth Management
Kansas
$3 – – –
Swedbank
797
Swedbank
Sweden
– -$140M -1,501,862 Closed
Balyasny Asset Management
798
Balyasny Asset Management
Illinois
– -$55.2M -592,644 Closed
MC
799
Maverick Capital
Texas
– -$51.9M -557,201 Closed
LP
800
LMR Partners
United Kingdom
– -$33.2M -357,077 Closed
30 31
32
33 34

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.