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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
VH
1
ValueAct Holdings
California
$744M +$3.73M +161,300 +0.5%
Goldman Sachs
2
Goldman Sachs
New York
$597M +$60.7M +2,623,140 +11%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$442M +$30.6M +1,323,159 +7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$427M -$5.9M -254,777 -1%
BCP
5
Blum Capital Partners
California
$348M +$263K +11,366 +0.1%
State Street
6
State Street
Massachusetts
$275M -$12.9M -556,316 -4%
Wells Fargo
7
Wells Fargo
California
$222M -$36.4M -1,570,239 -14%
BIT
8
BlackRock Institutional Trust
California
$166M -$12.8M -552,513 -7%
YCMGA
9
York Capital Management Global Advisors
New York
$161M +$14.8M +641,166 +10%
JP Morgan Chase
10
JP Morgan Chase
New York
$143M +$87.5M +3,777,827 +157%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$142M +$20.2M +871,414 +17%
BAMCO Inc
12
BAMCO Inc
New York
$141M +$14.4M +619,992 +11%
BFA
13
BlackRock Fund Advisors
California
$121M -$12.4M -535,228 -9%
Select Equity Group
14
Select Equity Group
New York
$120M -$28.1M -1,215,229 -19%
CRM
15
Cramer Rosenthal McGlynn
Connecticut
$114M -$9.82M -424,335 -8%
AI
16
Ariel Investments
Illinois
$113M +$24M +1,036,900 +27%
SFM
17
Systematic Financial Management
New Jersey
$111M +$43.6M +1,881,146 +64%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$109M +$38.2M +1,651,237 +54%
Principal Financial Group
19
Principal Financial Group
Iowa
$100M +$12.4M +536,369 +14%
Northern Trust
20
Northern Trust
Illinois
$91.4M -$8.64M -373,329 -9%
Ameriprise
21
Ameriprise
Minnesota
$88.9M +$12.4M +534,295 +16%
American Century Companies
22
American Century Companies
Missouri
$86.5M -$48.1M -2,076,597 -36%
Prudential Financial
23
Prudential Financial
New Jersey
$82.8M +$42.3M +1,825,261 +104%
CGM
24
Capital Growth Management
Massachusetts
$65.9M -$2.32M -100,000 -3%
FPP
25
Findlay Park Partners
United Kingdom
$60.4M +$60.5M +2,613,000 New
1
2 3 4 5

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.