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CBRE Group
CBRE

356 hedge funds and large institutions have $7.14B invested in CBRE Group in 2013 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 132 increasing their positions, 149 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 30

22% more call options, than puts

Call options by funds: $7.22M | Put options by funds: $5.9M

3% more funds holding

Funds holding: 346 → 356 (+10)

1% less capital invested

Capital invested by funds: $7.19B → $7.14B (-$59M)

11% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 149

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
356
Holders Change
+10
Holders Change %
+2.89%
% of All Funds
11.54%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
41
Increased
132
Reduced
149
Closed
30
Calls
$7.22M
Puts
$5.9M
Net Calls
+$1.32M
Net Calls Change
+$33K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$87.5M
2
Goldman Sachs
Goldman Sachs
New York
+$60.7M
3
FPP
Findlay Park Partners
United Kingdom
+$60.5M
4
SFM
Systematic Financial Management
New Jersey
+$43.6M
5
Prudential Financial
Prudential Financial
New Jersey
+$42.3M

Top Sellers

1
PHS
PFM Health Sciences
California
-$133M
2
WRF
Waddell & Reed Financial
Kansas
-$57.6M
3
TI
Turner Investments
Pennsylvania
-$55.5M
4
American Century Companies
American Century Companies
Missouri
-$48.1M
5
CCM
Criterion Capital Management
California
-$39.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
176
Paloma Partners
Connecticut
$2.17M +$797K +34,433 +58%
NIP
177
Nicholas Investment Partners
California
$2.16M -$600K -25,912 -22%
ClearBridge Investments
178
ClearBridge Investments
New York
$2.14M -$1.32M -57,035 -38%
Public Sector Pension Investment Board (PSP Investments)
179
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.14M -$262K -11,300 -11%
Nomura Holdings
180
Nomura Holdings
Japan
$2.13M +$42.9K +1,854 +2%
WSTAM
181
Wilbanks Smith & Thomas Asset Management
Virginia
$2.06M +$89.4K +3,860 +5%
ACI
182
AMP Capital Investors
Australia
$2.05M -$269K -11,640 -12%
HIMCH
183
Hartford Investment Management Co (HIMCO)
Connecticut
$2.05M -$137K -5,930 -6%
MSA
184
Mason Street Advisors
Wisconsin
$2.03M -$16.8M -723,756 -89%
JIM
185
Jupiter Investment Management
United Kingdom
$1.98M +$1.98M +85,700 New
Royal Bank of Canada
186
Royal Bank of Canada
Ontario, Canada
$1.97M +$232K +10,015 +13%
TAS
187
TIFF Advisory Services
Pennsylvania
$1.95M – – –
ASRS
188
Arizona State Retirement System
Arizona
$1.88M -$174K -7,500 -8%
SAM
189
Shell Asset Management
Netherlands
$1.86M +$107K +4,636 +6%
MA
190
Montag & Associates
Georgia
$1.85M -$3.37M -145,700 -65%
FAF
191
Fjarde Ap-fonden
Sweden
$1.78M -$249K -10,753 -12%
DIA
192
Denver Investment Advisors
Colorado
$1.78M -$234K -10,110 -12%
BF
193
BOK Financial
Oklahoma
$1.75M +$1.29M +55,673 +282%
Royal London Asset Management
194
Royal London Asset Management
United Kingdom
$1.73M – – –
EIM
195
ExxonMobil Investment Management
Texas
$1.71M -$247K -10,669 -13%
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$1.69M +$170K +7,349 +11%
PP
197
PDT Partners
New York
$1.68M -$449K -19,400 -21%
IAM
198
Impax Asset Management
New Hampshire
$1.65M +$2.55K +110 +0.2%
MAM
199
Mastrapasqua Asset Management
Tennessee
$1.62M +$693K +29,927 +75%
BA
200
Boston Advisors
Massachusetts
$1.56M -$5.33K -230 -0.3%
6 7
8
9 10

CBRE Hedge Fund Activity: Q3 2013 in Review

356 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q3 2013, worth a combined $7.14B — down 0.82% from $7.19B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new CBRE positions and 30 closed out — a net gain of 11 holders — while 132 added to existing stakes and 149 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $87.5M. The largest seller was PFM Health Sciences, exiting entirely with an estimated $133M sold.

  • 356 institutional investors held CBRE Group (CBRE) as of Q3 2013, up from 346 in Q2 2013.
  • Funds reported $7.14B of CBRE Group stock for Q3 2013, down 0.82% quarter-over-quarter.
  • 41 funds opened new CBRE Group positions in Q3 2013 and 30 closed out, a net change of +11 holders.
  • The largest CBRE Group buyer in Q3 2013 was JP Morgan Chase, an estimated $87.5M added.
  • The largest CBRE Group seller in Q3 2013 was PFM Health Sciences, an estimated $133M sold.

Based on aggregated 13F filings for Q3 2013.