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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 %
AFG
576
Atomi Financial Group
New York
$402K +$102K +819 +34%
CFGS
577
Concourse Financial Group Securities
Alabama
$401K +$21.2K +170 +6%
SBIA
578
Sheaff Brock Investment Advisors
Indiana
$398K +$398K +3,200 New
BRWA
579
B. Riley Wealth Advisors
Florida
$396K -$28.5K -230 -7%
CI
580
Cigna Investments
Connecticut
$396K -$9.08K -73 -2%
AIP
581
Ameritas Investment Partners
Nebraska
$394K -$20.7K -166 -5%
I
582
InceptionR
California
$393K -$924K -7,426 -70%
BWP
583
BSW Wealth Partners
Colorado
$390K -$13.3K -107 -3%
SOW
584
State of Wyoming
Wyoming
$390K +$191K +1,536 +96%
DT
585
Diversified Trust
Tennessee
$390K -$4.48K -36 -1%
RG
586
Renaissance Group
Kentucky
$385K -$72.1K -579 -16%
EWA
587
EP Wealth Advisors
California
$383K +$1.99K +16 +0.5%
BC
588
Burney Company
Virginia
$378K -$5.6K -45 -1%
A
589
AlphaQuest
New York
$377K -$1.35M -10,884 -78%
NFC
590
Northeast Financial Consultants
Connecticut
$373K – – –
PGFC
591
Peapack-Gladstone Financial Corp
New Jersey
$372K – – –
CFA
592
Cahill Financial Advisors
Minnesota
$372K +$871 +7 +0.2%
TPI
593
Trust Point Inc
Wisconsin
$370K +$29.8K +239 +9%
EFG
594
Ethos Financial Group
Pennsylvania
$367K +$367K +2,951 New
VF
595
VitalStone Financial
Texas
$366K +$366K +2,940 New
AGA
596
Accuvest Global Advisors
Utah
$364K +$364K +2,947 New
HFM
597
Harvest Fund Management
China
$362K +$362K +2,909 New
TPCW
598
TD Private Client Wealth
New York
$360K +$88.3K +709 +32%
FFM
599
Forum Financial Management
Illinois
$358K +$124 +1 +0%
IIC
600
Integrated Investment Consultants
Michigan
$357K +$357K +2,870 New
22 23
24
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