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CBRE Group

761 hedge funds and large institutions have $28.4B invested in CBRE Group in 2023 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 237 increasing their positions, 296 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 49

66% more call options, than puts

Call options by funds: $78.7M | Put options by funds: $47.3M

29% more capital invested

Capital invested by funds: $22B → $28.4B (+$6.39B)

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

9% more funds holding

Funds holding: 695761 (+66)

4% more ownership

Funds ownership: 96.09%100.09% (+4%)

20% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 296

Holders
761
Holders Change
+66
Holders Change %
+9.5%
% of All Funds
11.1%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
125
Increased
237
Reduced
296
Closed
49
Calls
$78.7M
Puts
$47.3M
Net Calls
+$31.4M
Net Calls Change
+$37.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.43B -$86.1M -1,107,374 -2%
BlackRock
2
BlackRock
New York
$2.61B +$28.6M +367,655 +1%
Harris Associates
3
Harris Associates
Illinois
$1.49B +$53.1M +683,225 +4%
State Street
4
State Street
Massachusetts
$1.24B +$21.4M +275,583 +2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$828M -$44.5M -573,005 -6%
GIM
6
Generation Investment Management
United Kingdom
$717M -$12.9M -165,490 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$679M +$2.75M +35,420 +0.5%
Invesco
8
Invesco
Georgia
$642M -$14.1M -181,919 -3%
Principal Financial Group
9
Principal Financial Group
Iowa
$639M +$3.64M +46,763 +0.7%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$546M +$3.47M +44,648 +0.8%
Morgan Stanley
11
Morgan Stanley
New York
$536M +$230M +2,960,163 +106%
CCM
12
Cantillon Capital Management
New York
$486M +$46.9M +603,771 +13%
Baillie Gifford & Co
13
Baillie Gifford & Co
United Kingdom
$461M -$21.3M -274,622 -5%
AllianceBernstein
14
AllianceBernstein
Tennessee
$461M -$14M -179,611 -4%
Franklin Resources
15
Franklin Resources
California
$459M -$43.7M -562,000 -10%
VH
16
ValueAct Holdings
California
$432M
Wellington Management Group
17
Wellington Management Group
Massachusetts
$419M +$218M +2,799,097 +164%
FCM
18
Farallon Capital Management
California
$395M -$21.3M -274,388 -6%
Norges Bank
19
Norges Bank
Norway
$381M +$55.3M +711,949 +21%
Northern Trust
20
Northern Trust
Illinois
$357M -$23.6M -303,467 -7%
Viking Global Investors
21
Viking Global Investors
Connecticut
$355M +$101M +1,304,756 +52%
JP Morgan Chase
22
JP Morgan Chase
New York
$346M -$47.4M -610,125 -14%
EARNEST Partners
23
EARNEST Partners
Georgia
$311M +$17.5M +224,949 +7%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$303M +$14.8M +191,012 +6%
Bank of America
25
Bank of America
North Carolina
$293M +$907K +11,670 +0.4%