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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 %
SSWM
601
Smith Salley Wealth Management
North Carolina
$231K +$30.2K +339 +15%
WA
602
Waverly Advisors
Alabama
$230K -$5.08K -57 -2%
PAM
603
Panagora Asset Management
Massachusetts
$229K -$267 -3 -0.1%
SI
604
Stephens Inc
Arkansas
$228K – – –
MAM
605
Madison Asset Management
Wisconsin
$225K +$1.16K +13 +0.5%
UCB
606
United Community Bank
South Carolina
$225K +$225K +2,521 New
KPWS
607
Kestra Private Wealth Services
Texas
$222K -$124K -1,392 -36%
AC
608
Avestar Capital
New York
$221K +$221K +2,479 New
BCWM
609
Bartlett & Co Wealth Management
Ohio
$218K -$535 -6 -0.2%
CCA
610
Checchi Capital Advisers
California
$218K – – –
PFA
611
Pathway Financial Advisors
Vermont
$215K – – –
AFG
612
Atomi Financial Group
New York
$215K +$215K +2,411 New
TFF
613
The Family Firm
Maryland
$214K +$214K +2,402 New
PAM
614
Paradigm Asset Management
New York
$214K -$17.8K -200 -8%
GIA
615
GHP Investment Advisors
Colorado
$213K -$8.2K -92 -4%
OWP
616
Obermeyer Wealth Partners
Colorado
$211K – – –
EG
617
Ellerson Group
Maryland
$205K -$43.7K -490 -18%
CA
618
Commerzbank Aktiengesellschaft
Germany
$202K +$6.87K +77 +4%
CI
619
Conning Inc
Connecticut
$202K -$3.21K -36 -2%
CAM
620
Cidel Asset Management
Ontario, Canada
$202K – – –
GS
621
GTS Securities
New York
$201K -$205K -2,301 -50%
PPWP
622
Premier Path Wealth Partners
New Jersey
$201K +$201K +2,255 New
MWM
623
Mission Wealth Management
California
$200K +$7.22K +81 +4%
NICM
624
Neo Ivy Capital Management
New York
$200K +$200K +2,240 New
GM
625
GeoWealth Management
Illinois
$199K -$96.7K -1,085 -33%
23 24
25
26 27