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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 %
SWP
501
Stratos Wealth Partners
Ohio
$477K -$6.86K -77 -1%
SGI
502
Summit Global Investments
Utah
$476K +$150K +1,689 +46%
TI
503
Tidal Investments
Wisconsin
$465K -$1M -11,240 -68%
HWM
504
HB Wealth Management
Georgia
$460K +$124K +1,392 +37%
CIS
505
Custom Index Systems
New York
$456K -$33.6K -377 -7%
LSAG
506
Lake Street Advisors Group
New Hampshire
$456K -$5.79K -65 -1%
CPBTD
507
Central Pacific Bank - Trust Division
Hawaii
$453K +$37K +415 +9%
GSB
508
Greenfield Savings Bank
Massachusetts
$452K +$65.6K +736 +17%
MBTD
509
Mechanics Bank - Trust Department
California
$448K -$7.57K -85 -2%
M
510
MOTCO
Texas
$448K – – –
MWM
511
Meridian Wealth Management
Kentucky
$447K +$447K +5,015 New
MYAM
512
Meiji Yasuda Asset Management
Japan
$446K +$39.3K +441 +10%
TA
513
Tectonic Advisors
Texas
$440K +$81.4K +914 +23%
SC
514
Savant Capital
Illinois
$438K +$116K +1,299 +36%
SFI
515
Siemens Fonds Invest
Germany
$437K -$3.21K -36 -0.7%
Focus Partners Wealth
516
Focus Partners Wealth
Massachusetts
$433K +$2.76K +31 +0.6%
NP
517
NorthRock Partners
Minnesota
$426K +$142K +1,594 +50%
RG
518
Rathbones Group
United Kingdom
$425K +$12.5K +140 +3%
LCS
519
Levin Capital Strategies
New York
$424K – – –
S
520
SignatureFD
Georgia
$421K +$41.2K +462 +11%
PA
521
Profund Advisors
Maryland
$416K +$16.7K +187 +4%
FCP
522
Fidelis Capital Partners
Florida
$416K +$10.2K +96 +3%
MFG
523
Menard Financial Group
Texas
$410K +$178 +2 +0%
SAM
524
Smartleaf Asset Management
Massachusetts
$405K +$64.3K +726 +19%
BFG
525
Bleakley Financial Group
New Jersey
$404K +$2.23K +25 +0.6%
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