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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 %
GI
576
GAMCO Investors
Connecticut
$288K – – –
Axa
577
Axa
France
$285K -$6.11M -68,612 -96%
DT
578
Diversified Trust
Tennessee
$282K +$26.2K +294 +10%
UB
579
UMB Bank
Missouri
$278K +$24.1K +271 +10%
BC
580
Burney Company
Virginia
$275K -$29K -325 -10%
EWA
581
EP Wealth Advisors
California
$273K +$13.5K +152 +5%
CFGS
582
Concourse Financial Group Securities
Alabama
$272K +$15.2K +171 +6%
NFC
583
Northeast Financial Consultants
Connecticut
$267K – – –
PGFC
584
Peapack-Gladstone Financial Corp
New Jersey
$266K -$8.73K -98 -3%
CFA
585
Cahill Financial Advisors
Minnesota
$265K +$891 +10 +0.3%
PCP
586
Proficio Capital Partners
Massachusetts
$263K -$16K -180 -6%
FTWA
587
Fifth Third Wealth Advisors
Ohio
$258K +$258K +2,894 New
FFM
588
Forum Financial Management
Illinois
$256K +$356 +4 +0.1%
HWA
589
Heritage Wealth Advisors
Virginia
$256K – – –
CIA
590
Concurrent Investment Advisors
Florida
$252K +$252K +2,826 New
CP
591
Covenant Partners
Tennessee
$252K – – –
SIA
592
Schechter Investment Advisors
Michigan
$252K +$17.8K +200 +8%
VI
593
Versor Investments
New York
$250K +$250K +2,800 New
CFG
594
Citizens Financial Group
Rhode Island
$248K +$47K +527 +23%
BTWM
595
Baker Tilly Wealth Management
Wisconsin
$244K -$25.6K -287 -9%
TPI
596
Trust Point Inc
Wisconsin
$243K -$107K -1,199 -31%
TB
597
Treynor Bancshares
Iowa
$240K -$80.1K -899 -25%
GA
598
Geller Advisors
New York
$239K -$4.9K -55 -2%
PMG
599
ProVise Management Group
Florida
$233K – – –
EFA
600
Evernest Financial Advisors
Indiana
$232K – – –
22 23
24
25 26