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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 %
PCIA
551
Prime Capital Investment Advisors
Kansas
$338K -$61.7K -692 -15%
Lazard Asset Management
552
Lazard Asset Management
New York
$333K -$241K -2,720 -42%
HDIM
553
Hanson & Doremus Investment Management
Vermont
$330K – – –
RG
554
Renaissance Group
Kentucky
$327K -$600K -6,729 -65%
FCH
555
Freestone Capital Holdings
Washington
$320K +$2.76K +31 +0.9%
P
556
Pitcairn
Pennsylvania
$317K +$8.38K +94 +3%
ET
557
Entropy Technologies
New York
$317K +$317K +3,554 New
AA
558
Ancora Advisors
Ohio
$310K – – –
WW
559
Waterfront Wealth
Kansas
$310K – – –
WIC
560
Whitegate Investment Counselors
New Hampshire
$308K – – –
MAS
561
Meeder Advisory Services
Ohio
$308K +$85.8K +963 +39%
ASN
562
Advisory Services Network
Georgia
$308K +$16.3K +183 +6%
CGL
563
Clarius Group LLC
Washington
$306K -$10.7K -120 -3%
BRWA
564
B. Riley Wealth Advisors
Florida
$305K -$48.4K -543 -14%
BJL
565
Brighton Jones LLC
Washington
$305K +$13.4K +150 +5%
CCM
566
Coldstream Capital Management
Washington
$299K +$26.6K +298 +10%
WPC
567
Wedmont Private Capital
Pennsylvania
$298K +$6.44K +68 +2%
OIA
568
OneDigital Investment Advisors
Kansas
$298K +$298K +3,340 New
AIP
569
Ameritas Investment Partners
Nebraska
$297K – – –
LI
570
LRI Investments
Florida
$293K +$290K +3,250 +7,738%
TC
571
TownSquare Capital
Utah
$292K +$5.97K +67 +2%
LCM
572
Logan Capital Management
Pennsylvania
$291K – – –
Janney Montgomery Scott
573
Janney Montgomery Scott
Pennsylvania
$291K -$16.7K -187 -5%
CI
574
Cigna Investments
Connecticut
$290K – – –
BWP
575
BSW Wealth Partners
Colorado
$289K -$20.4K -229 -7%
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