We are live on ! Find out more
CBRE icon

CBRE Group

760 hedge funds and large institutions have $28.6B invested in CBRE Group in 2022 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 298 increasing their positions, 281 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $234M | Put options by funds: $76.6M

6% more repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 281

1.26% less ownership

Funds ownership: 95.61%94.35% (-1.3%)

2% less funds holding

Funds holding: 778760 (-18)

12% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 84

17% less capital invested

Capital invested by funds: $34.3B → $28.6B (-$5.7B)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

Holders
760
Holders Change
-18
Holders Change %
-2.31%
% of All Funds
11.99%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
74
Increased
298
Reduced
281
Closed
84
Calls
$234M
Puts
$76.6M
Net Calls
+$157M
Net Calls Change
-$58.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
801
Mission Wealth Management
California
-$219K -2,018 Closed
CWM
802
Circle Wealth Management
New Jersey
-$218K -2,008 Closed
RWRC
803
R.W. Roge & Company
New York
-$203K -2,000 Closed
TWM
804
Tolleson Wealth Management
Texas
-$217K -2,000 Closed
BJL
805
Brighton Jones LLC
Washington
-$214K -1,974 Closed
MW
806
Marcum Wealth
Ohio
-$214K -1,974 Closed
PWPS
807
Pinnacle Wealth Planning Services
Ohio
-$214K -1,973 Closed
CSPAM
808
Cary Street Partners Asset Management
Virginia
-$214K -1,968 Closed
CW
809
CreativeOne Wealth
Kansas
-$208K -1,913 Closed
GIA
810
Gateway Investment Advisers
Ohio
-$205K -1,889 Closed
LFA
811
Landmark Financial Advisors
Kentucky
-$203K -1,873 Closed
WFI
812
West Family Investments
California
-$201K -1,854 Closed
CAAS
813
Capital Asset Advisory Services
Michigan
-$200K -1,842 Closed
GA
814
GraniteShares Advisors
New York
-$176K -1,623 Closed
PCMC
815
Paragon Capital Management (Colorado)
Colorado
-$93K -857 Closed
BAM
816
Barrett Asset Management
New York
-$85K -779 Closed
CWS
817
Confluence Wealth Services
Pennsylvania
-$46K -429 Closed
AWA
818
Amplius Wealth Advisors
Pennsylvania
-$28K -266 Closed
CH
819
Canton Hathaway
Rhode Island
-$23K -213 Closed
ACM
820
Absolute Capital Management
Pennsylvania
-$17.3K -159 Closed
MP
821
McDonald Partners
Ohio
-$17.3K -159 Closed
Optiver Holding
822
Optiver Holding
Netherlands
-$15K -159 Closed
DFCM
823
Dark Forest Capital Management
Puerto Rico
-$12K -106 Closed
GWM
824
Geneos Wealth Management
Colorado
-$9K -87 Closed
BFEC
825
Benjamin F. Edwards & Company
Missouri
-$9K -85 Closed

CBRE Hedge Fund Activity: Q1 2022 in Review

760 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q1 2022, worth a combined $28.6B — down 17% from $34.3B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of CBRE and 74 opened new positions — a net loss of 10 holders — while 281 trimmed existing stakes and 298 added.

The largest buyer was Millennium Management, adding an estimated $104M. The largest seller was Fidelity Investments, cutting an estimated $242M.

  • 760 institutional investors held CBRE Group (CBRE) as of Q1 2022, down from 778 in Q4 2021.
  • Funds reported $28.6B of CBRE Group stock for Q1 2022, down 17% quarter-over-quarter.
  • 74 funds opened new CBRE Group positions in Q1 2022 and 84 closed out, a net change of -10 holders.
  • The largest CBRE Group buyer in Q1 2022 was Millennium Management, an estimated $104M added.
  • The largest CBRE Group seller in Q1 2022 was Fidelity Investments, an estimated $242M sold.

Based on aggregated 13F filings for Q1 2022.