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CBRE Group
CBRE

Overview Fund Activity

857 hedge funds and large institutions have $36.2B invested in CBRE Group in 2024 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 315 increasing their positions, 297 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
857
Holders Change
+80
Holders Change %
+10.3%
% of All Funds
12.4%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
135
Increased
315
Reduced
297
Closed
49
Calls
$71.8M
Puts
$47M
Net Calls
+$24.8M
Net Calls Change
+$12.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$435M
2
Lazard Asset Management
Lazard Asset Management
New York
+$282M
3
FPP
Findlay Park Partners
United Kingdom
+$135M
4
Artisan Partners
Artisan Partners
Wisconsin
+$129M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$124M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$297M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$255M
3
Harris Associates
Harris Associates
Illinois
-$231M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$224M
5
GIM
Generation Investment Management
United Kingdom
-$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
451
Caprock Group
Idaho
$1.05M -$136K -1,092 -11%
VanEck Associates
452
VanEck Associates
New York
$1.04M +$72.3K +587 +7%
AWM
453
Avior Wealth Management
Nebraska
$1.04M -$210K -1,686 -17%
SAI
454
Systematic Alpha Investments
New Jersey
$1.04M – – –
CA
455
Clearstead Advisors
Ohio
$1.02M -$12.4K -100 -1%
SI
456
Seeds Investor
New York
$1.01M -$27.8K -223 -3%
HFS
457
Hantz Financial Services
Michigan
$1.01M -$2.36K -19 -0.2%
Federated Hermes
458
Federated Hermes
Pennsylvania
$997K -$108K -869 -10%
BS
459
Banco Santander
Spain
$990K +$443K +3,560 +81%
BP
460
Ballentine Partners
Massachusetts
$984K +$143K +1,148 +17%
VSQM
461
V-Square Quantitative Management
Illinois
$982K +$7.47K +60 +0.8%
AGWCA
462
Annis Gardner Whiting Capital Advisors
Florida
$978K -$871 -7 -0.1%
MA
463
MJP Associates
Connecticut
$971K -$240K -1,927 -20%
CAMG
464
CWA Asset Management Group
Florida
$967K +$967K +7,772 New
PAG
465
Private Advisor Group
New Jersey
$957K +$11.2K +90 +1%
SFA
466
Sequoia Financial Advisors
Ohio
$954K +$249 +2 +0%
Lido Advisors
467
Lido Advisors
California
$928K +$180K +1,446 +24%
SWM
468
Shelton Wealth Management
Texas
$927K +$185K +1,484 +25%
VI
469
Vestcor Inc
New Brunswick, Canada
$917K – – –
KWA
470
Kingswood Wealth Advisors
California
$913K -$28K -225 -3%
P
471
&Partners
Tennessee
$909K +$909K +7,300 New
CIS
472
Custom Index Systems
New York
$908K +$270K +2,171 +42%
EI
473
Ellevest Inc
New York
$904K -$64.5K -518 -7%
Fuller & Thaler Asset Management
474
Fuller & Thaler Asset Management
California
$885K +$405K +3,255 +84%
Vontobel Holding
475
Vontobel Holding
Switzerland
$855K -$120K -967 -12%
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19
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