We are live on ! Find out more
CBRE icon

CBRE Group

695 hedge funds and large institutions have $22B invested in CBRE Group in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 233 increasing their positions, 281 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 65

1% less funds holding

Funds holding: 705695 (-10)

2.09% less ownership

Funds ownership: 98.18%96.09% (-2.1%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

11% less capital invested

Capital invested by funds: $24.6B → $22B (-$2.6B)

12% less call options, than puts

Call options by funds: $45.8M | Put options by funds: $52.1M

17% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 281

Holders
695
Holders Change
-10
Holders Change %
-1.42%
% of All Funds
11.03%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
61
Increased
233
Reduced
281
Closed
65
Calls
$45.8M
Puts
$52.1M
Net Calls
-$6.27M
Net Calls Change
+$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.6B -$37.9M -456,474 -0.9%
BlackRock
2
BlackRock
New York
$2.04B -$33.8M -408,049 -1%
Harris Associates
3
Harris Associates
Illinois
$1.13B +$48.6M +586,661 +4%
State Street
4
State Street
Massachusetts
$966M -$31.4M -379,027 -3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$699M +$23.9M +288,287 +3%
GIM
6
Generation Investment Management
United Kingdom
$581M +$938K +11,312 +0.1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$536M +$8.25M +99,508 +1%
Invesco
8
Invesco
Georgia
$523M +$2.35M +28,316 +0.4%
Principal Financial Group
9
Principal Financial Group
Iowa
$504M +$74.2M +894,521 +15%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$430M +$24.5M +294,954 +5%
Franklin Resources
11
Franklin Resources
California
$406M -$19.3M -232,537 -4%
Baillie Gifford & Co
12
Baillie Gifford & Co
United Kingdom
$386M -$9.01M -108,684 -2%
AllianceBernstein
13
AllianceBernstein
Tennessee
$379M +$15.9M +192,283 +4%
VH
14
ValueAct Holdings
California
$343M -$381M -4,600,000 -50%
CCM
15
Cantillon Capital Management
New York
$341M -$1.5M -18,087 -0.4%
FCM
16
Farallon Capital Management
California
$334M +$375M +4,520,388 New
JP Morgan Chase
17
JP Morgan Chase
New York
$320M -$57.6M -694,442 -14%
Northern Trust
18
Northern Trust
Illinois
$306M +$14.5M +174,362 +4%
Norges Bank
19
Norges Bank
Norway
$250M +$7.09M +85,477 +3%
Bank of America
20
Bank of America
North Carolina
$232M +$3.32M +40,068 +1%
EARNEST Partners
21
EARNEST Partners
Georgia
$230M +$13.5M +162,890 +6%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$226M +$274K +3,302 +0.1%
Morgan Stanley
23
Morgan Stanley
New York
$207M +$9.09M +109,590 +4%
VVP
24
Vulcan Value Partners
Alabama
$196M -$28.6M -344,982 -12%
Viking Global Investors
25
Viking Global Investors
Connecticut
$185M -$172M -2,073,297 -45%

CBRE Hedge Fund Activity: Q3 2023 in Review

695 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in CBRE Group (CBRE) for Q3 2023, worth a combined $22B — down 11% from $24.6B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of CBRE and 61 opened new positions — a net loss of 4 holders — while 281 trimmed existing stakes and 233 added.

The largest buyer was Farallon Capital Management, opening a new position worth an estimated $375M. The largest seller was ValueAct Holdings, cutting an estimated $381M.

  • 695 institutional investors held CBRE Group (CBRE) as of Q3 2023, down from 705 in Q2 2023.
  • Funds reported $22B of CBRE Group stock for Q3 2023, down 11% quarter-over-quarter.
  • 61 funds opened new CBRE Group positions in Q3 2023 and 65 closed out, a net change of -4 holders.
  • The largest CBRE Group buyer in Q3 2023 was Farallon Capital Management, an estimated $375M added.
  • The largest CBRE Group seller in Q3 2023 was ValueAct Holdings, an estimated $381M sold.

Based on aggregated 13F filings for Q3 2023.