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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 %
CWM
476
Cornerstone Wealth Management
Missouri
$845K -$17.8K -143 -2%
BTI
477
Blue Trust Inc
Georgia
$836K -$58.5K -656 -7%
HNB
478
Huntington National Bank
Ohio
$826K +$104K +839 +14%
GC
479
Guggenheim Capital
Illinois
$824K -$386K -3,100 -32%
FF
480
Friedenthal Financial
New Jersey
$821K +$821K +6,596 New
VAS
481
Vestmark Advisory Solutions
Massachusetts
$811K +$871 +7 +0.1%
CRC
482
Curi RMB Capital
Illinois
$811K -$373 -3 -0%
EDRH
483
Edmond de Rothschild Holding
Switzerland
$804K -$136K -1,090 -14%
GAM
484
Groupama Asset Management
France
$802K -$357K -3,571 -31%
PP
485
Prudential plc
United Kingdom
$790K – – –
SRC
486
Shufro Rose & Co
New York
$781K – – –
IFS
487
Ifrah Financial Services
Arkansas
$764K -$9.71K -78 -1%
AWM
488
Apollon Wealth Management
South Carolina
$761K +$276K +2,219 +57%
HWM
489
HB Wealth Management
Georgia
$758K +$115K +923 +18%
SWM
490
Spire Wealth Management
Virginia
$752K +$715K +5,745 +1,928%
SCA
491
Snowden Capital Advisors
New York
$749K +$5.6K +45 +0.8%
HA
492
Harbor Advisors
Florida
$747K – – –
PA
493
Parallel Advisors
California
$738K +$43.7K +351 +6%
MGWM
494
Marks Group Wealth Management
Minnesota
$737K – – –
SWP
495
Stratos Wealth Partners
Ohio
$733K +$66.3K +533 +10%
CL
496
Choreo LLC
Illinois
$733K +$6.19K +50 +0.9%
Capstone Investment Advisors
497
Capstone Investment Advisors
New York
$732K -$280K -2,248 -28%
SC
498
Savant Capital
Illinois
$719K +$107K +861 +18%
CIA
499
Concurrent Investment Advisors
Florida
$709K +$358K +2,873 +102%
SC
500
Syon Capital
California
$708K +$747 +6 +0.1%
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