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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 %
SFI
476
Siemens Fonds Invest
Germany
$477K +$106K +1,141 +29%
SIM
477
Studio Investment Management
Illinois
$476K -$84.8K -911 -15%
ACM
478
AlphaStar Capital Management
North Carolina
$474K +$88.2K +947 +23%
FB
479
Fulton Bank
Pennsylvania
$474K +$9.4K +101 +2%
MWM
480
Meridian Wealth Management
Kentucky
$467K -$13.6K -146 -3%
Lido Advisors
481
Lido Advisors
California
$462K +$54K +580 +13%
AIM
482
Achmea Investment Management
Netherlands
$458K -$6.04M -64,914 -93%
EFA
483
Evernest Financial Advisors
Indiana
$456K +$456K +4,894 New
BP
484
Ballentine Partners
Massachusetts
$446K -$146K -1,563 -25%
HNB
485
Huntington National Bank
Ohio
$446K +$1.12K +12 +0.3%
Focus Partners Wealth
486
Focus Partners Wealth
Massachusetts
$445K +$445K +4,778 New
LCS
487
Levin Capital Strategies
New York
$443K – – –
LSAG
488
Lake Street Advisors Group
New Hampshire
$440K +$440K +4,723 New
RJT
489
Raymond James Trust
Florida
$439K +$22.8K +245 +5%
Cetera Investment Advisers
490
Cetera Investment Advisers
Illinois
$434K -$80.3K -863 -16%
PNAA
491
Pictet North America Advisors
Switzerland
$431K – – –
AIMCA
492
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$428K – – –
EAM
493
Empirical Asset Management
Massachusetts
$426K +$426K +4,575 New
GSB
494
Greenfield Savings Bank
Massachusetts
$423K +$17.1K +184 +4%
Marshall Wace
495
Marshall Wace
United Kingdom
$419K +$419K +4,500 New
HI
496
Horizon Investments
North Carolina
$417K +$22.2K +238 +6%
Federated Hermes
497
Federated Hermes
Pennsylvania
$408K +$51K +548 +14%
PMA
498
Prudent Man Advisors
Illinois
$407K -$3.54K -38 -0.9%
TPCW
499
TD Private Client Wealth
New York
$405K +$23.1K +248 +6%
S
500
SignatureFD
Georgia
$402K -$73.3K -787 -15%
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