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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$172M |
| 2 |
Swedbank
Stockholm,
Sweden
|
+$134M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$105M |
| 4 |
GIM
Generation Investment Management
London,
United Kingdom
|
+$91.6M |
| 5 |
BlackRock
New York
|
+$85.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$359M |
| 2 |
VH
ValueAct Holdings
San Francisco,
California
|
-$240M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$160M |
| 4 |
GFA
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
-$98.1M |
| 5 |
Viking Global Investors
Stamford,
Connecticut
|
-$84.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EC
851
EntryPoint Capital
New York
| – | -$17.9K | -184 | Closed |
|
|
BCMLT
852
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| – | -$14.6K | -150 | Closed |
|
|
CAM
853
Close Asset Management
London,
United Kingdom
| – | -$12K | -125 | Closed |
|
|
NCTC
854
New Covenant Trust Company
Jeffersonville,
Indiana
| – | -$12.1K | -124 | Closed |
|
855
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$5.83K | -60 | Closed |
|
|
PCWA
856
Pacific Capital Wealth Advisors
Corona,
California
| – | -$5.45K | -56 | Closed |
|
|
FGAM
857
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$3.02K | -31 | Closed |
|
|
FPB
858
First PREMIER Bank
Sioux Falls,
South Dakota
| – | -$2K | -19 | Closed |
|
|
HIA
859
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$1.17K | -12 | Closed |
|
|
CTA
860
Colonial Trust Advisors
Spartanburg,
South Carolina
| – | -$194 | -2 | 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.