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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 %
SIA
576
Schechter Investment Advisors
Michigan
$249K -$9.96K -107 -4%
EP
577
Edgestream Partners
New Jersey
$247K +$247K +2,655 New
ACA
578
Atlas Capital Advisors
Wyoming
$244K -$187K -2,011 -43%
PMG
579
ProVise Management Group
Florida
$244K +$244K +2,616 New
CFGS
580
Concourse Financial Group Securities
Alabama
$242K -$8.19K -88 -3%
TAM
581
Trillium Asset Management
Massachusetts
$241K -$79.1K -850 -25%
DWT
582
Dorsey & Whitney Trust
South Dakota
$240K +$240K +2,581 New
GFP
583
Gryphon Financial Partners
Ohio
$240K +$240K +2,516 New
NA
584
NewEdge Advisors
Louisiana
$239K +$205K +2,345 +598%
PAM
585
Panagora Asset Management
Massachusetts
$239K +$239K +2,568 New
GLA
586
Great Lakes Advisors
Illinois
$237K -$70.3K -755 -23%
MAM
587
Madison Asset Management
Wisconsin
$234K +$234K +2,513 New
MAS
588
Meeder Advisory Services
Ohio
$234K -$33.3K -358 -12%
GIA
589
GHP Investment Advisors
Colorado
$231K -$13.1K -141 -5%
NW
590
NewEdge Wealth
Pennsylvania
$231K +$231K +2,485 New
CCA
591
Checchi Capital Advisers
California
$230K +$230K +2,473 New
BC
592
Bartlett & Co
Ohio
$230K – – –
SAM
593
Smartleaf Asset Management
Massachusetts
$230K +$230K +2,452 New
BCWM
594
Bartlett & Co Wealth Management
Ohio
$230K – – –
SAG
595
SageView Advisory Group
California
$230K +$230K +2,651 New
Qube Research & Technologies (QRT)
596
Qube Research & Technologies (QRT)
United Kingdom
$228K -$3.89M -41,739 -94%
SFM
597
Signet Financial Management
New Jersey
$227K -$4.86M -52,173 -96%
TFA
598
Transamerica Financial Advisors
Florida
$226K -$61.8K -661 -21%
TC
599
TownSquare Capital
Utah
$226K -$453K -4,869 -67%
IAN
600
Integrated Advisors Network
Texas
$225K +$225K +2,418 New
22 23
24
25 26