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CBRE Group
CBRE

Overview Fund Activity

777 hedge funds and large institutions have $26.6B invested in CBRE Group in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 334 increasing their positions, 254 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
-14
Holders Change %
-1.77%
% of All Funds
11.3%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
77
Increased
334
Reduced
254
Closed
78
Calls
$40.4M
Puts
$27.9M
Net Calls
+$12.5M
Net Calls Change
+$45.7M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$172M
2
Swedbank
Swedbank
Sweden
+$134M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$105M
4
GIM
Generation Investment Management
United Kingdom
+$92M
5
BlackRock
BlackRock
New York
+$86.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$361M
2
VH
ValueAct Holdings
California
-$240M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$161M
4
GFA
Gallagher Fiduciary Advisors
Illinois
-$98.1M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$84.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KRSITF
426
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$867K -$7.66K -86 -0.9%
GC
427
Guggenheim Capital
Illinois
$866K -$157K -1,757 -15%
EHWM
428
Eads & Heald Wealth Management
Georgia
$858K +$33.7K +378 +4%
NMIMC
429
Northwestern Mutual Investment Management Company
Wisconsin
$855K +$14.4K +162 +2%
Carson Wealth (CWM LLC)
430
Carson Wealth (CWM LLC)
Nebraska
$852K -$71K -797 -8%
VW
431
Vance Wealth
California
$852K +$624 +7 +0.1%
CG
432
Caprock Group
Idaho
$849K +$109K +1,224 +15%
3IP
433
3Chopt Investment Partners
Virginia
$844K +$844K +9,473 New
DFA
434
Delta Financial Advisors
Louisiana
$833K – – –
AAS
435
Avantax Advisory Services
Texas
$832K +$832K +9,341 New
KA
436
Kerrisdale Advisers
Florida
$820K -$707K -7,935 -46%
RGI
437
River Global Investors
United Kingdom
$805K -$10.6K -119 -1%
Federated Hermes
438
Federated Hermes
Pennsylvania
$791K +$416K +4,665 +111%
SRC
439
Shufro Rose & Co
New York
$781K -$26.7K -300 -3%
PA
440
Procyon Advisors
Connecticut
$768K +$89K +999 +13%
CIBC Private Wealth Group
441
CIBC Private Wealth Group
Georgia
$767K -$192K -2,176 -20%
UCFA
442
United Capital Financial Advisors
Texas
$763K +$5.61K +63 +0.7%
SAI
443
Systematic Alpha Investments
New Jersey
$742K – – –
CA
444
Clearstead Advisors
Ohio
$741K +$478K +5,362 +181%
SI
445
Seeds Investor
New York
$741K +$5.08K +57 +0.7%
SP
446
Symmetry Partners
Connecticut
$731K – – –
Capstone Investment Advisors
447
Capstone Investment Advisors
New York
$724K +$280K +3,137 +63%
HFS
448
Hantz Financial Services
Michigan
$721K -$8.02K -90 -1%
ACM
449
AlphaStar Capital Management
North Carolina
$717K +$135K +1,513 +23%
TMAM
450
Tokio Marine Asset Management
Japan
$716K +$17.6K +198 +3%
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