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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
BC
826
Bridgefront Capital
Texas
– -$285K -3,064 Closed
EP
827
Edgestream Partners
New Jersey
– -$247K -2,655 Closed
SAG
828
SageView Advisory Group
California
– -$230K -2,651 Closed
SFM
829
Signet Financial Management
New Jersey
– -$227K -2,438 Closed
EA
830
Everpar Advisors
Oklahoma
– -$221K -2,375 Closed
AGM
831
Alpine Global Management
New York
– -$201K -2,154 Closed
BBHC
832
Brown Brothers Harriman & Co
New York
– -$135K -1,445 Closed
EC
833
EdgeRock Capital
Colorado
– -$58.9K -693 Closed
WTG
834
West Tower Group
Virginia
– -$58.4K -627 Closed
PS
835
Planned Solutions
California
– -$52.4K -563 Closed
TCWA
836
Turtle Creek Wealth Advisors
Texas
– -$45.2K -486 Closed
GWS
837
Glassman Wealth Services
Virginia
– -$37.2K -400 Closed
PA
838
Pineridge Advisors
Missouri
– -$4.1K -44 Closed
AA
839
Addison Advisors
Vermont
– -$3.17K -34 Closed
GI
840
Gradient Investments
Minnesota
– -$2.14K -23 Closed
LF
841
Lee Financial
Texas
– -$2.14K -23 Closed
AIMA
842
Ables Iannone Moore & Associates
Georgia
– -$745 -8 Closed
OP
843
ORG Partners
Indiana
– -$372 -4 Closed
CJ
844
Caitlin John
Michigan
– -$93 -1 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.