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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 %
CWM
451
Cornerstone Wealth Management
Missouri
$611K -$44K -473 -7%
VSQM
452
V-Square Quantitative Management
Illinois
$609K +$130K +1,401 +27%
AGWCA
453
Annis Gardner Whiting Capital Advisors
Florida
$599K +$60.5K +650 +11%
EI
454
Ellevest Inc
New York
$589K -$8.1K -87 -1%
CCMG
455
Clark Capital Management Group
Pennsylvania
$578K +$7.17K +77 +1%
SAM
456
Sawgrass Asset Management
Florida
$577K +$88.3K +949 +18%
GC
457
Gilbert & Cook
Iowa
$566K +$30K +322 +6%
MGWM
458
Marks Group Wealth Management
Minnesota
$563K – – –
MYLI
459
Meiji Yasuda Life Insurance
Japan
$561K +$561K +6,030 New
William Blair & Company
460
William Blair & Company
Illinois
$560K -$36.3K -390 -6%
HA
461
Harbor Advisors
Florida
$559K – – –
MA
462
MJP Associates
Connecticut
$558K +$173K +1,863 +45%
LCM
463
Logan Capital Management
Pennsylvania
$555K – – –
FTDI
464
First Trust Direct Indexing
Massachusetts
$554K +$121K +1,295 +28%
TI
465
Tidal Investments
Wisconsin
$532K +$51.9K +558 +11%
MBTD
466
Mechanics Bank - Trust Department
California
$530K -$82.2K -883 -13%
BHCM
467
Brevan Howard Capital Management
Jersey
$524K +$524K +5,625 New
ATPW
468
Ashton Thomas Private Wealth
Arizona
$520K +$7.91K +85 +2%
LNC
469
Lincoln National Corp
Pennsylvania
$514K -$745 -8 -0.1%
PA
470
Parallel Advisors
California
$511K -$79.2K -851 -13%
WSTAM
471
Wilbanks Smith & Thomas Asset Management
Virginia
$507K – – –
TAM
472
Tocqueville Asset Management
New York
$506K -$3.19M -34,256 -86%
PA
473
Profund Advisors
Maryland
$506K +$81.5K +875 +19%
RCAG
474
Rehmann Capital Advisory Group
Michigan
$499K -$16.9K -182 -3%
QCG
475
Quadrant Capital Group
Ohio
$497K +$1.77K +19 +0.4%
17 18
19
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