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CBRE Group

432 hedge funds and large institutions have $11B invested in CBRE Group in 2014 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 170 increasing their positions, 146 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $4.96M

100% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 33

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

16% more repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 146

16% more capital invested

Capital invested by funds: $9.48B → $11B (+$1.51B)

6% more funds holding

Funds holding: 406432 (+26)

Holders
432
Holders Change
+26
Holders Change %
+6.4%
% of All Funds
11.52%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.29%
New
66
Increased
170
Reduced
146
Closed
33
Calls
$11.8M
Puts
$4.96M
Net Calls
+$6.88M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
VH
1
ValueAct Holdings
California
$1.07B -$27M -843,619 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$721M +$24.2M +757,400 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$693M -$30.7M -958,949 -5%
Goldman Sachs
4
Goldman Sachs
New York
$571M +$24.2M +755,738 +5%
Harris Associates
5
Harris Associates
Illinois
$554M -$346K -10,821 -0.1%
State Street
6
State Street
Massachusetts
$436M +$5.17M +161,733 +1%
BCP
7
Blum Capital Partners
California
$401M
JP Morgan Chase
8
JP Morgan Chase
New York
$341M +$33.3M +1,039,891 +12%
BTS
9
BB&T Securities
Virginia
$305M +$322K +10,078 +1%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$259M +$43.3M +1,353,523 +22%
BIT
11
BlackRock Institutional Trust
California
$247M +$911K +28,482 +0.4%
BFA
12
BlackRock Fund Advisors
California
$209M +$23.3M +729,069 +14%
TCIM
13
TIAA CREF Investment Management
New York
$204M +$9.99M +312,359 +6%
SFM
14
Systematic Financial Management
New Jersey
$193M +$3.63M +113,326 +2%
BAMCO Inc
15
BAMCO Inc
New York
$189M -$12.1M -376,846 -6%
AL
16
AJO LP
Pennsylvania
$183M -$15M -468,320 -8%
Principal Financial Group
17
Principal Financial Group
Iowa
$145M +$1.53M +47,974 +1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$137M -$68.6M -2,143,256 -35%
Northern Trust
19
Northern Trust
Illinois
$136M -$60.2K -1,883 -0%
AI
20
Ariel Investments
Illinois
$131M -$5.22M -163,040 -4%
Jennison Associates
21
Jennison Associates
New York
$111M +$31.7M +991,256 +44%
NC
22
Nicholas Company
Wisconsin
$103M -$932K -29,125 -1%
Franklin Resources
23
Franklin Resources
California
$98.8M +$2.53M +79,086 +3%
EARNEST Partners
24
EARNEST Partners
Georgia
$97.3M -$2.74M -85,687 -3%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$95.1M -$34M -1,063,547 -28%

CBRE Hedge Fund Activity: Q4 2014 in Review

432 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q4 2014, worth a combined $11B — up 16% from $9.48B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new CBRE positions and 33 closed out — a net gain of 33 holders — while 170 added to existing stakes and 146 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $43.3M. The largest seller was Select Equity Group, cutting an estimated $154M.

  • 432 institutional investors held CBRE Group (CBRE) as of Q4 2014, up from 406 in Q3 2014.
  • Funds reported $11B of CBRE Group stock for Q4 2014, up 16% quarter-over-quarter.
  • 66 funds opened new CBRE Group positions in Q4 2014 and 33 closed out, a net change of +33 holders.
  • The largest CBRE Group buyer in Q4 2014 was Wellington Management Group, an estimated $43.3M added.
  • The largest CBRE Group seller in Q4 2014 was Select Equity Group, an estimated $154M sold.

Based on aggregated 13F filings for Q4 2014.