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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
1
Morgan Stanley
New York
$536M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$419M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$355M
4
Parnassus Investments
4
Parnassus Investments
California
$104M
5
Norges Bank
5
Norges Bank
Norway
$381M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.43B
2
FPP
2
Findlay Park Partners
United Kingdom
$130M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$346M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$828M
5
Franklin Resources
5
Franklin Resources
California
$459M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
526
Burney Company
Virginia
$332K -$98.8K -1,061 -23%
PAM
527
Paradigm Asset Management
New York
$326K – – –
AIP
528
Ameritas Investment Partners
Nebraska
$326K -$7.17K -77 -2%
ONB
529
Old National Bancorp
Indiana
$326K -$299K -3,210 -48%
AA
530
Ancora Advisors
Ohio
$324K – – –
UCB
531
United Community Bank
South Carolina
$324K +$324K +3,477 New
WW
532
Waterfront Wealth
Kansas
$323K – – –
WIC
533
Whitegate Investment Counselors
New Hampshire
$322K – – –
TA
534
Tectonic Advisors
Texas
$315K +$28.3K +304 +10%
I
535
InceptionR
California
$310K -$385K -4,132 -55%
CI
536
Cigna Investments
Connecticut
$309K -$7.36K -79 -2%
ASN
537
Advisory Services Network
Georgia
$309K -$10.6K -114 -3%
GI
538
GAMCO Investors
Connecticut
$301K – – –
KPWS
539
Kestra Private Wealth Services
Texas
$300K +$300K +3,223 New
SC
540
Savant Capital
Illinois
$295K -$54.9K -590 -16%
FCP
541
Fidelis Capital Partners
Florida
$293K +$293K +3,152 New
BTI
542
Blue Trust Inc
Georgia
$293K +$29.7K +402 +11%
EF
543
Empowered Funds
Pennsylvania
$292K -$115K -1,230 -28%
SSWM
544
Smith Salley Wealth Management
North Carolina
$289K -$79.3K -852 -22%
HAG
545
HighPoint Advisor Group
Illinois
$289K +$289K +3,015 New
CCM
546
Coldstream Capital Management
Washington
$287K +$5.77K +62 +2%
PE
547
Point72 Europe
United Kingdom
$286K +$286K +3,074 New
DA
548
Duality Advisers
Florida
$286K -$1.75M -18,826 -86%
BC
549
Bridgefront Capital
Texas
$285K +$285K +3,064 New
P
550
Pitcairn
Pennsylvania
$281K -$3.82K -41 -1%
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