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CBRE Group
CBRE

456 hedge funds and large institutions have $10.4B invested in CBRE Group in 2016 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 163 increasing their positions, 171 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $18M | Put options by funds: $8.79M

33% more funds holding in top 10

Funds holding in top 10: 12 → 16 (+4)

15% more capital invested

Capital invested by funds: $9.03B → $10.4B (+$1.36B)

4% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 68

5% less repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 171

1% less funds holding

Funds holding: 461 → 456 (-5)

Holders
456
Holders Change
-5
Holders Change %
-1.08%
% of All Funds
11.4%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.4%
New
71
Increased
163
Reduced
171
Closed
68
Calls
$18M
Puts
$8.79M
Net Calls
+$9.2M
Net Calls Change
+$12.6M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
+$217M
2
VH
ValueAct Holdings
California
+$210M
3
JP Morgan Chase
JP Morgan Chase
New York
+$140M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$43.7M
5
HCM
Hitchwood Capital Management
New York
+$40.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$157M
2
GFA
Gallagher Fiduciary Advisors
Illinois
-$109M
3
Ameriprise
Ameriprise
Minnesota
-$107M
4
HCM
Herndon Capital Management
Georgia
-$39.7M
5
CCM
Criterion Capital Management
California
-$39.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
SP
151
Sarasin & Partners
United Kingdom
$3.85M +$117K +4,030 +3%
Robeco Institutional Asset Management
152
Robeco Institutional Asset Management
Netherlands
$3.78M -$579K -20,000 -14%
MCIM
153
Meadow Creek Investment Management
Georgia
$3.74M +$3.43M +118,660 New
FA
154
FDx Advisors
Illinois
$3.68M +$431K +14,877 +15%
CC
155
Cipher Capital
New York
$3.59M +$1.26M +43,383 +61%
Daiwa Securities Group
156
Daiwa Securities Group
Japan
$3.5M +$1.32M +45,600 +70%
AIG
157
American International Group
New York
$3.48M +$81.4K +2,813 +3%
TD Asset Management
158
TD Asset Management
Ontario, Canada
$3.45M -$3.3M -113,860 -51%
ProShare Advisors
159
ProShare Advisors
Maryland
$3.3M +$534K +18,431 +21%
Envestnet Asset Management
160
Envestnet Asset Management
Illinois
$3.28M -$68.4K -2,362 -2%
WBC
161
Westpac Banking Corp
Australia
$3.27M +$302K +10,450 +11%
ATIA
162
American Trust Investment Advisors
New Hampshire
$3.22M +$97.4K +3,366 +3%
USAA
163
United Services Automobile Association
Texas
$3.15M +$44.7K +1,544 +2%
M&T Bank
164
M&T Bank
New York
$3.1M +$95K +3,282 +3%
SOMRS
165
State of Michigan Retirement System
Michigan
$3.09M -$177K -6,128 -6%
EP
166
Elkfork Partners
Oregon
$3.08M +$2.83M +97,720 New
Axa
167
Axa
France
$3.05M -$1.49M -51,343 -35%
Mitsubishi UFJ Asset Management
168
Mitsubishi UFJ Asset Management
Japan
$2.98M -$270K -9,337 -9%
MAM
169
Meeder Asset Management
Ohio
$2.91M -$1.14M -39,223 -30%
TPSF
170
Texas Permanent School Fund
Texas
$2.83M -$59.8K -2,067 -2%
WSTAM
171
Wilbanks Smith & Thomas Asset Management
Virginia
$2.81M +$48.7K +1,681 +2%
SRC
172
Shufro Rose & Co
New York
$2.8M +$2.19M +75,800 +574%
GIBU
173
Gulf International Bank (UK)
United Kingdom
$2.8M – – –
AAM
174
Advisors Asset Management
Colorado
$2.7M +$342K +11,828 +16%
HCM
175
Howland Capital Management
Massachusetts
$2.63M -$52.8K -1,825 -2%
5 6
7
8 9

CBRE Hedge Fund Activity: Q4 2016 in Review

456 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q4 2016, worth a combined $10.4B — up 15% from $9.03B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new CBRE positions and 68 closed out — a net gain of 3 holders — while 163 added to existing stakes and 171 trimmed.

The largest buyer was Vulcan Value Partners, opening a new position worth an estimated $217M. The largest seller was Fidelity Investments, cutting an estimated $157M.

  • 456 institutional investors held CBRE Group (CBRE) as of Q4 2016, down from 461 in Q3 2016.
  • Funds reported $10.4B of CBRE Group stock for Q4 2016, up 15% quarter-over-quarter.
  • 71 funds opened new CBRE Group positions in Q4 2016 and 68 closed out, a net change of +3 holders.
  • The largest CBRE Group buyer in Q4 2016 was Vulcan Value Partners, an estimated $217M added.
  • The largest CBRE Group seller in Q4 2016 was Fidelity Investments, an estimated $157M sold.

Based on aggregated 13F filings for Q4 2016.