CBRE icon

CBRE Group
CBRE

Overview Fund Activity

932 hedge funds and large institutions have $38.5B invested in CBRE Group in 2024 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 340 increasing their positions, 324 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+75
Holders Change %
+8.75%
% of All Funds
12.41%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
150
Increased
340
Reduced
324
Closed
65
Calls
$129M
Puts
$93.1M
Net Calls
+$35.8M
Net Calls Change
+$10.9M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$395M
2
AIM
Alphinity Investment Management
Australia
+$191M
3
Morgan Stanley
Morgan Stanley
New York
+$189M
4
MNA
Manning & Napier Advisors
New York
+$176M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$161M

Top Sellers

1
GIM
Generation Investment Management
United Kingdom
-$557M
2
Harris Associates
Harris Associates
Illinois
-$436M
3
Millennium Management
Millennium Management
New York
-$229M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$196M
5
BlackRock
BlackRock
New York
-$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
501
Aviso Financial
Ontario, Canada
$928K +$928K +7,070 New
SC
502
Savant Capital
Illinois
$903K +$144K +1,098 +19%
SWP
503
Stratos Wealth Partners
Ohio
$899K +$126K +961 +16%
BTI
504
Blue Trust Inc
Georgia
$889K -$343K -2,614 -28%
PRS
505
Pinkerton Retirement Specialists
Idaho
$882K +$882K +6,719 New
JCM
506
Jacobi Capital Management
Pennsylvania
$871K +$871K +6,636 New
CRC
507
Curi RMB Capital
Illinois
$855K – – –
CWM
508
Cornerstone Wealth Management
Missouri
$841K -$50.2K -382 -6%
VI
509
Vestcor Inc
New Brunswick, Canada
$834K -$133K -1,012 -14%
B
510
Bailard
California
$834K -$395K -3,012 -32%
PP
511
Prudential plc
United Kingdom
$833K – – –
SIA
512
SkyView Investment Advisors
New Jersey
$821K +$821K +6,257 New
VAS
513
Vestmark Advisory Solutions
Massachusetts
$812K -$43.6K -332 -5%
GI
514
GAMMA Investing
California
$808K +$186K +1,413 +30%
Cambridge Investment Research Advisors
515
Cambridge Investment Research Advisors
Iowa
$800K +$89.7K +683 +13%
CM
516
Crestline Management
Texas
$797K +$797K +6,067 New
HA
517
Harbor Advisors
Florida
$788K – – –
IFS
518
Ifrah Financial Services
Arkansas
$780K -$26.3K -200 -3%
BIM
519
Bridges Investment Management
Nebraska
$778K -$449K -3,422 -37%
MGWM
520
Marks Group Wealth Management
Minnesota
$777K – – –
RCAG
521
Rehmann Capital Advisory Group
Michigan
$776K +$34.7K +264 +5%
AWM
522
Apollon Wealth Management
South Carolina
$771K -$32.3K -246 -4%
HWM
523
HB Wealth Management
Georgia
$765K -$34.7K -264 -4%
CP
524
CenterBook Partners
Connecticut
$760K +$760K +5,790 New
RGI
525
River Global Investors
United Kingdom
$755K -$661K -5,038 -47%
19 20
21
22 23