CBRE icon

CBRE Group
CBRE

Overview Fund Activity

757 hedge funds and large institutions have $28.4B invested in CBRE Group in 2023 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 235 increasing their positions, 295 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+65
Holders Change %
+9.39%
% 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
124
Increased
235
Reduced
295
Closed
49
Calls
$78.7M
Puts
$47.3M
Net Calls
+$31.4M
Net Calls Change
+$37.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$536M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$419M
3
Viking Global Investors
Viking Global Investors
Connecticut
$355M
4
Parnassus Investments
Parnassus Investments
California
$104M
5
Norges Bank
Norges Bank
Norway
$381M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$4.43B
2
FPP
Findlay Park Partners
United Kingdom
$130M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$346M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$828M
5
Franklin Resources
Franklin Resources
California
$459M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
376
Wealth Enhancement Advisory Services
Minnesota
$1.17M -$35.9K -386 -3%
Wolverine Trading
377
Wolverine Trading
Illinois
$1.16M +$394K +4,229 +51%
MLICM
378
Metropolitan Life Insurance Company (MetLife)
New York
$1.15M -$38.4K -412 -3%
SRC
379
Shufro Rose & Co
New York
$1.12M – – –
KeyBank National Association
380
KeyBank National Association
Ohio
$1.12M +$62.8K +675 +6%
BAM
381
Bayview Asset Management
Florida
$1.12M +$1.12M +12,000 New
PGCM
382
Prescott Group Capital Management
Oklahoma
$1.12M – – –
CA
383
Cetera Advisors
Colorado
$1.12M +$203K +2,177 +22%
LA
384
LBP AM
France
$1.11M -$1.9M -20,382 -63%
EOJOAM
385
E. Ohman J:or Asset Management
Sweden
$1.11M -$289K -3,100 -21%
KAS
386
Kestra Advisory Services
Texas
$1.09M +$9.68K +104 +0.9%
ARC
387
Advisor Resource Council
Texas
$1.08M +$1.08M +11,634 New
GC
388
Guggenheim Capital
Illinois
$1.08M -$171K -1,835 -14%
SWP
389
Stratos Wealth Partners
Ohio
$1.05M -$153K -1,646 -13%
SF
390
Synovus Financial
Georgia
$1.04M -$50.8K -546 -5%
EF
391
Empirical Finance
Pennsylvania
$1.04M +$3.82K +41 +0.4%
SC
392
Syon Capital
California
$1.03M +$658K +7,069 +176%
CIBC Private Wealth Group
393
CIBC Private Wealth Group
Georgia
$1.02M -$95.9K -1,030 -9%
IB
394
Intrust Bank
Kansas
$1.01M -$22.4K -241 -2%
KRSITF
395
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.01M -$110K -1,181 -10%
FNBT
396
FineMark National Bank & Trust
Florida
$1.01M +$1.01M +10,854 New
TNA
397
True North Advisors
Texas
$1M -$200K -2,150 -17%
NB
398
Norinchukin Bank
Japan
$995K -$109K -1,173 -10%
AAM
399
Advisors Asset Management
Colorado
$990K -$238K -2,554 -19%
SBIA
400
Sheaff Brock Investment Advisors
Indiana
$977K -$55.9K -600 -5%
14 15
16
17 18