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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 %
SW
526
Simplicity Wealth
New Jersey
$404K +$5.35K +60 +1%
William Blair & Company
527
William Blair & Company
Illinois
$399K -$15.3K -172 -4%
ATC
528
Argent Trust Co
Tennessee
$399K +$42.7K +479 +12%
BS
529
Banco Santander
Spain
$391K -$83.8K -940 -18%
SF
530
Safeguard Financial
Wisconsin
$390K +$12K +135 +3%
Nomura Holdings
531
Nomura Holdings
Japan
$389K +$177K +1,989 +84%
OPTFSNA
532
Old Point Trust & Financial Services N A
Virginia
$386K +$87.7K +984 +29%
EF
533
Empowered Funds
Pennsylvania
$386K +$46.1K +517 +14%
MM
534
MQS Management
New York
$382K +$159K +1,785 +71%
SEC
535
Seven Eight Capital
New York
$380K +$380K +4,263 New
PMA
536
Prudent Man Advisors
Illinois
$379K +$20.1K +226 +6%
HI
537
Horizon Investments
North Carolina
$377K +$9.36K +105 +3%
Cambridge Investment Research Advisors
538
Cambridge Investment Research Advisors
Iowa
$377K -$8.03K -90 -2%
FRA
539
Frank Rimerman Advisors
California
$371K +$371K +4,162 New
GI
540
GAMMA Investing
California
$367K +$171K +1,918 +87%
RJT
541
Raymond James Trust
Florida
$366K -$9.98K -112 -3%
BMC
542
Beaton Management Company
Massachusetts
$365K – – –
CFM
543
Catalyst Funds Management
Australia
$356K -$798K -8,950 -69%
AWM
544
Ariadne Wealth Management
California
$354K +$354K +1,132 New
HAG
545
HighPoint Advisor Group
Illinois
$348K -$448 -4 -0.1%
AWM
546
Apollon Wealth Management
South Carolina
$347K -$131K -1,466 -27%
PNAA
547
Pictet North America Advisors
Switzerland
$347K -$65.8K -738 -16%
NA
548
NewEdge Advisors
Louisiana
$344K -$117K -1,315 -25%
Fuller & Thaler Asset Management
549
Fuller & Thaler Asset Management
California
$344K +$264K +2,960 +331%
GHA
550
GW Henssler & Associates
Georgia
$340K +$356 +4 +0.1%
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