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CBRE Group

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: 795780 (-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: 1311 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
826
Silvercrest Asset Management
New York
-$359K -3,687 Closed
OAM
827
Oxford Asset Management
United Kingdom
-$350K -3,600 Closed
WAP
828
Wealthcare Advisory Partners
Pennsylvania
-$314K -3,226 Closed
MA
829
MONECO Advisors
Connecticut
-$276K -2,841 Closed
KWM
830
Kolinsky Wealth Management
New Jersey
-$273K -2,809 Closed
MNBTD
831
Moody National Bank Trust Division
Texas
-$267K -2,743 Closed
HI
832
Humankind Investments
New York
-$256K -2,632 Closed
DWT
833
Dorsey & Whitney Trust
South Dakota
-$253K -2,601 Closed
ONB
834
Old National Bancorp
Indiana
-$234K -2,403 Closed
PWM
835
Perigon Wealth Management
California
-$225K -2,318 Closed
IAN
836
Integrated Advisors Network
Texas
-$224K -2,299 Closed
TAM
837
Trillium Asset Management
Massachusetts
-$221K -2,275 Closed
A
838
AJOVista
Massachusetts
-$218K -2,238 Closed
FIM
839
Freedom Investment Management
Connecticut
-$217K -2,231 Closed
GFP
840
Gryphon Financial Partners
Ohio
-$213K -2,195 Closed
CC
841
Corton Capital
Ontario, Canada
-$212K -2,181 Closed
LTAS
842
Linden Thomas Advisory Services
North Carolina
-$206K -2,122 Closed
I
843
IMPACTfolio
Colorado
-$205K -2,109 Closed
RWP
844
RWA Wealth Partners
Massachusetts
-$204K -2,095 Closed
MW
845
Marcum Wealth
Ohio
-$202K -2,078 Closed
MFIM
846
Mesirow Financial Investment Management
Illinois
-$200K -2,060 Closed
PI
847
PEAK6 Investments
Illinois
-$164K -1,851 Closed
RMC
848
Resources Management Corp
Connecticut
-$28K -290 Closed
SWS
849
SYSTM Wealth Solutions
Illinois
-$25.5K -262 Closed
CH
850
Canton Hathaway
Rhode Island
-$21K -213 Closed

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.