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CBRE Group
CBRE

Overview Fund Activity

932 hedge funds and large institutions have $38.5B invested in CBRE Group in 2024 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 340 increasing their positions, 324 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+75
Holders Change %
+8.75%
% of All Funds
12.41%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
150
Increased
340
Reduced
324
Closed
65
Calls
$129M
Puts
$93.1M
Net Calls
+$35.8M
Net Calls Change
+$10.9M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
+$395M
2
AIM
Alphinity Investment Management
Australia
+$191M
3
Morgan Stanley
Morgan Stanley
New York
+$189M
4
MNA
Manning & Napier Advisors
New York
+$176M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$161M

Top Sellers

1
GIM
Generation Investment Management
United Kingdom
-$557M
2
Harris Associates
Harris Associates
Illinois
-$436M
3
Millennium Management
Millennium Management
New York
-$229M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$196M
5
BlackRock
BlackRock
New York
-$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCA
576
Transcend Capital Advisors
New Jersey
$562K -$143K -1,092 -20%
CC
577
Centiva Capital
New York
$560K +$560K +4,267 New
DBRC
578
D.B. Root & Company
Pennsylvania
$559K +$559K +4,260 New
Vontobel Holding
579
Vontobel Holding
Switzerland
$552K -$350K -2,663 -39%
TPI
580
Trust Point Inc
Wisconsin
$550K +$160K +1,218 +41%
HI
581
Horizon Investments
North Carolina
$546K +$8.8K +67 +2%
PWMG
582
Prestige Wealth Management Group
New Jersey
$545K +$42.4K +323 +8%
BMC
583
Beaton Management Company
Massachusetts
$538K – – –
SPA
584
Sherbrooke Park Advisers
New York
$526K -$135K -1,030 -20%
I
585
InceptionR
California
$522K +$108K +820 +26%
CCM
586
Coldstream Capital Management
Washington
$517K +$4.99K +38 +1%
CIC
587
Chase Investment Counsel
Virginia
$515K +$515K +3,923 New
FFM
588
Forum Financial Management
Illinois
$513K +$135K +1,031 +36%
OPTFSNA
589
Old Point Trust & Financial Services N A
Virginia
$510K -$59.1K -450 -10%
NA
590
NewEdge Advisors
Louisiana
$506K -$24K -183 -5%
ACA
591
Atlas Capital Advisors
Wyoming
$503K -$47.7K -363 -9%
OQS
592
Occudo Quantitative Strategies
Florida
$499K +$499K +3,798 New
SF
593
Safeguard Financial
Wisconsin
$496K -$12.2K -93 -2%
FFA
594
Farther Finance Advisors
California
$488K +$256K +1,948 +110%
HDIM
595
Hanson & Doremus Investment Management
Vermont
$487K – – –
AM
596
AGF Management
Ontario, Canada
$474K -$1.08M -8,202 -69%
WA
597
Waverly Advisors
Alabama
$474K +$167K +1,269 +54%
FCH
598
Freestone Capital Holdings
Washington
$470K -$1.97K -15 -0.4%
PMA
599
Prudent Man Advisors
Illinois
$467K -$91.5K -697 -16%
AFG
600
Atomi Financial Group
New York
$464K +$39.8K +303 +9%
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