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

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$4.43B
2
FPP
Findlay Park Partners
United Kingdom
$130M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$346M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$828M
5
Franklin Resources
Franklin Resources
California
$459M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
551
Clearstead Advisors
Ohio
$281K -$281K -3,017 -50%
NP
552
NorthRock Partners
Minnesota
$279K +$279K +3,002 New
NFC
553
Northeast Financial Consultants
Connecticut
$279K – – –
PGFC
554
Peapack-Gladstone Financial Corp
New Jersey
$278K – – –
CP
555
Covenant Partners
Tennessee
$278K – – –
I
556
IMPACTfolio
Colorado
$276K +$9.87K +106 +4%
PFBT
557
Parkside Financial Bank & Trust
Missouri
$274K -$3.82K -41 -1%
EG
558
Ellerson Group
Maryland
$271K – – –
CFA
559
Cahill Financial Advisors
Minnesota
$271K +$465 +5 +0.2%
EWA
560
EP Wealth Advisors
California
$270K -$141K -1,512 -34%
HI
561
Humankind Investments
New York
$270K +$13.6K +146 +5%
FFM
562
Forum Financial Management
Illinois
$267K – – –
HWA
563
Heritage Wealth Advisors
Virginia
$267K – – –
WPC
564
Wedmont Private Capital
Pennsylvania
$266K -$7.67K -87 -3%
MA
565
MONECO Advisors
Connecticut
$264K – – –
KWM
566
Kolinsky Wealth Management
New Jersey
$264K +$264K +2,840 New
WA
567
Waverly Advisors
Alabama
$264K +$264K +2,838 New
OQS
568
Occudo Quantitative Strategies
Florida
$258K +$258K +2,767 New
DT
569
Diversified Trust
Tennessee
$257K -$70K -752 -21%
PCM
570
Penserra Capital Management
California
$257K -$52.3K -566 -17%
MNBTD
571
Moody National Bank Trust Division
Texas
$255K -$274K -2,943 -52%
PCP
572
Proficio Capital Partners
Massachusetts
$255K +$255K +2,739 New
BRWA
573
B. Riley Wealth Advisors
Florida
$253K -$117K -1,256 -32%
GA
574
Geller Advisors
New York
$251K -$13.6K -146 -5%
BTWM
575
Baker Tilly Wealth Management
Wisconsin
$250K -$74.8K -804 -23%
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