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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 %
SC
426
Sonen Capital
California
$780K – – –
UCFA
427
United Capital Financial Advisors
Texas
$779K +$421K +4,522 +118%
SAI
428
Systematic Alpha Investments
New Jersey
$775K – – –
PAG
429
Private Advisor Group
New Jersey
$774K +$22.6K +243 +3%
SP
430
Symmetry Partners
Connecticut
$770K -$245K -2,612 -24%
B
431
Bailard
California
$762K +$88.2K +948 +13%
CRC
432
Curi RMB Capital
Illinois
$760K +$760K +8,165 New
AWM
433
Avior Wealth Management
Nebraska
$754K -$168K -1,800 -18%
FI
434
FJ Investments
Utah
$754K +$754K +8,100 New
SW
435
SVB Wealth
Massachusetts
$748K +$188K +2,023 +34%
VI
436
Vestcor Inc
New Brunswick, Canada
$747K -$8.1K -87 -1%
SCA
437
Snowden Capital Advisors
New York
$727K +$39.5K +424 +6%
GS
438
GTS Securities
New York
$717K +$717K +7,700 New
WWS
439
Wellington Wealth Strategies
Indiana
$710K +$710K +7,627 New
BHPW
440
Beverly Hills Private Wealth
California
$710K -$61.8K -664 -8%
Wealthfront Advisers
441
Wealthfront Advisers
California
$707K -$60.3K -648 -8%
NS
442
NBC Securities
Alabama
$706K +$119K +1,281 +20%
KWA
443
Kingswood Wealth Advisors
California
$705K -$182K -1,952 -20%
TMAM
444
Tokio Marine Asset Management
Japan
$683K +$31.4K +337 +5%
CG
445
Caprock Group
Idaho
$677K -$90.9K -977 -12%
PA
446
Procyon Advisors
Connecticut
$675K +$31.7K +341 +5%
IFS
447
Ifrah Financial Services
Arkansas
$654K -$55K -591 -8%
RIM
448
Redwood Investment Management
Arizona
$630K -$295K -3,170 -32%
YMRC
449
Yorktown Management & Research Company
Virginia
$624K – – –
CF
450
Clarity Financial
Texas
$617K -$9.22K -99 -1%
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