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CBRE Group
CBRE

Overview Fund Activity

857 hedge funds and large institutions have $36.2B invested in CBRE Group in 2024 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 315 increasing their positions, 297 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
857
Holders Change
+80
Holders Change %
+10.3%
% of All Funds
12.4%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
135
Increased
315
Reduced
297
Closed
49
Calls
$71.8M
Puts
$47M
Net Calls
+$24.8M
Net Calls Change
+$12.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$435M
2
Lazard Asset Management
Lazard Asset Management
New York
+$282M
3
FPP
Findlay Park Partners
United Kingdom
+$135M
4
Artisan Partners
Artisan Partners
Wisconsin
+$129M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$124M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$297M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$255M
3
Harris Associates
Harris Associates
Illinois
-$231M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$224M
5
GIM
Generation Investment Management
United Kingdom
-$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
551
Coldstream Capital Management
Washington
$490K +$67.9K +540 +16%
GSC
552
Ground Swell Capital
South Carolina
$490K +$490K +3,937 New
PNAA
553
Pictet North America Advisors
Switzerland
$485K – – –
SF
554
Safeguard Financial
Wisconsin
$482K -$63.4K -509 -12%
Janney Montgomery Scott
555
Janney Montgomery Scott
Pennsylvania
$481K +$73.8K +592 +18%
PWMG
556
Prestige Wealth Management Group
New Jersey
$477K +$474K +3,807 +17,305%
RJT
557
Raymond James Trust
Florida
$469K -$42.2K -339 -8%
HDIM
558
Hanson & Doremus Investment Management
Vermont
$462K – – –
Wolverine Trading
559
Wolverine Trading
Illinois
$455K -$533K -4,327 -54%
WWS
560
Wellington Wealth Strategies
Indiana
$454K +$454K +3,466 New
WW
561
Waterfront Wealth
Kansas
$451K – – –
FCH
562
Freestone Capital Holdings
Washington
$448K +$871 +7 +0.2%
HH
563
Hilltop Holdings
Texas
$442K +$442K +3,548 New
OIA
564
OneDigital Investment Advisors
Kansas
$438K +$22.5K +181 +5%
YMRC
565
Yorktown Management & Research Company
Virginia
$436K -$398K -3,200 -48%
AA
566
Ancora Advisors
Ohio
$434K +$249 +2 +0.1%
WIC
567
Whitegate Investment Counselors
New Hampshire
$430K – – –
BJL
568
Brighton Jones LLC
Washington
$427K +$622 +5 +0.1%
MPM
569
MBB Public Markets
Illinois
$426K -$2.7M -21,708 -86%
WPC
570
Wedmont Private Capital
Pennsylvania
$422K +$46.4K +389 +12%
UB
571
UMB Bank
Missouri
$415K +$26.4K +212 +7%
CGL
572
Clarius Group LLC
Washington
$413K -$10.6K -86 -3%
HAG
573
HighPoint Advisor Group
Illinois
$409K +$4.69K +36 +1%
LCM
574
Logan Capital Management
Pennsylvania
$407K – – –
GI
575
GAMCO Investors
Connecticut
$403K – – –
21 22
23
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