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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 %
PFA
601
Pathway Financial Advisors
Vermont
$225K +$225K +2,418 New
EA
602
Everpar Advisors
Oklahoma
$221K +$221K +2,375 New
OWP
603
Obermeyer Wealth Partners
Colorado
$220K +$220K +2,366 New
SI
604
Stephens Inc
Arkansas
$220K +$220K +2,360 New
UB
605
UMB Bank
Missouri
$218K +$745 +8 +0.3%
CI
606
Conning Inc
Connecticut
$214K +$214K +2,300 New
CAMG
607
CWA Asset Management Group
Florida
$213K +$213K +2,293 New
RWP
608
RWA Wealth Partners
Massachusetts
$213K +$213K +2,286 New
A
609
AJOVista
Massachusetts
$208K +$208K +2,238 New
GAM
610
Gotham Asset Management
New York
$204K -$116K -1,250 -36%
CFG
611
Citizens Financial Group
Rhode Island
$204K +$204K +2,194 New
MWM
612
Mission Wealth Management
California
$201K +$201K +2,161 New
AGM
613
Alpine Global Management
New York
$201K +$201K +2,154 New
EWM
614
Evermay Wealth Management
Virginia
$188K +$372 +4 +0.2%
WPWM
615
Western Pacific Wealth Management
Illinois
$184K +$8.38K +90 +5%
GI
616
GAMMA Investing
California
$158K +$158K +1,827 New
SIM
617
Sentry Investment Management
Wisconsin
$151K -$16.3K -175 -10%
PPC
618
Park Place Capital
Alabama
$151K -$69.9K -751 -32%
DFA
619
DHJJ Financial Advisors
Illinois
$150K – – –
BF
620
BOK Financial
Oklahoma
$149K -$1.49K -16 -1%
LC
621
Lindbrook Capital
California
$146K +$49.9K +536 +52%
HT
622
Headlands Technologies
Illinois
$138K +$42.7K +459 +45%
BBHC
623
Brown Brothers Harriman & Co
New York
$135K – – –
ST
624
Smithfield Trust
Pennsylvania
$119K – – –
FFA
625
Farther Finance Advisors
California
$119K +$10.5K +113 +10%
23 24
25
26 27