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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 %
Wolverine Trading
451
Wolverine Trading
Illinois
$715K +$715K +8,021 New
VanEck Associates
452
VanEck Associates
New York
$703K -$992K -11,134 -59%
AGWCA
453
Annis Gardner Whiting Capital Advisors
Florida
$701K +$73.2K +822 +12%
Vontobel Holding
454
Vontobel Holding
Switzerland
$698K -$310K -3,476 -31%
VSQM
455
V-Square Quantitative Management
Illinois
$698K +$3.92K +44 +0.6%
EI
456
Ellevest Inc
New York
$693K +$81.4K +914 +13%
AAM
457
Advisors Asset Management
Colorado
$688K -$58.4K -655 -8%
SFA
458
Sequoia Financial Advisors
Ohio
$683K +$16K +180 +2%
PAG
459
Private Advisor Group
New Jersey
$677K -$5.88K -66 -0.9%
KWA
460
Kingswood Wealth Advisors
California
$673K +$1.43K +16 +0.2%
EDRH
461
Edmond de Rothschild Holding
Switzerland
$673K +$22.6K +254 +3%
VI
462
Vestcor Inc
New Brunswick, Canada
$656K – – –
Acadian Asset Management
463
Acadian Asset Management
Massachusetts
$656K +$656K +7,375 New
AUB
464
Atlantic Union Bankshares
Virginia
$646K -$2.41M -27,027 -79%
SW
465
SVB Wealth
Massachusetts
$641K -$27.4K -308 -4%
WS
466
Wedbush Securities
California
$639K -$980 -11 -0.2%
CWM
467
Cornerstone Wealth Management
Missouri
$617K – – –
IMCOOI
468
Investment Management Corp of Ontario (IMCO)
Canada
$611K -$2.44M -27,361 -80%
BP
469
Ballentine Partners
Massachusetts
$602K -$34.7K -389 -5%
YMRC
470
Yorktown Management & Research Company
Virginia
$597K – – –
BHPW
471
Beverly Hills Private Wealth
California
$594K -$37.9K -425 -6%
CF
472
Clarity Financial
Texas
$591K +$4.37K +49 +0.7%
CRC
473
Curi RMB Capital
Illinois
$581K -$147K -1,647 -20%
VAS
474
Vestmark Advisory Solutions
Massachusetts
$580K +$580K +6,508 New
SCM
475
Stevens Capital Management
Pennsylvania
$574K -$1.27M -14,266 -69%
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