CBRE icon

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 %
WPC
601
Wedmont Private Capital
Pennsylvania
$463K +$25.5K +206 +6%
HAG
602
HighPoint Advisor Group
Illinois
$462K +$16.9K +119 +4%
AA
603
Ancora Advisors
Ohio
$458K – – –
WW
604
Waterfront Wealth
Kansas
$456K – – –
UCB
605
United Community Bank
South Carolina
$455K +$152K +1,155 +50%
UB
606
UMB Bank
Missouri
$454K +$16.8K +128 +4%
WIC
607
Whitegate Investment Counselors
New Hampshire
$454K – – –
PCIA
608
Prime Capital Investment Advisors
Kansas
$448K -$19K -145 -4%
ETC
609
Exchange Traded Concepts
Oklahoma
$446K +$364K +2,773 +444%
CGL
610
Clarius Group LLC
Washington
$440K -$263 -2 -0.1%
FTWA
611
Fifth Third Wealth Advisors
Ohio
$440K +$67.4K +513 +18%
IWC
612
Integrated Wealth Concepts
Massachusetts
$439K +$219K +1,669 +100%
CFG
613
Citizens Financial Group
Rhode Island
$437K +$70.1K +534 +19%
QWM
614
Quadcap Wealth Management
Texas
$432K +$432K +3,294 New
SFI
615
Siemens Fonds Invest
Germany
$431K -$96.9K -743 -18%
LCM
616
Logan Capital Management
Pennsylvania
$430K +$919 +7 +0.2%
WPW
617
Waldron Private Wealth
Pennsylvania
$429K +$215K +1,640 +101%
RSWM
618
Robertson Stephens Wealth Management
California
$429K -$1.24M -9,431 -74%
GI
619
GAMCO Investors
Connecticut
$425K – – –
CAM
620
Cresset Asset Management
Illinois
$425K -$3.23M -24,568 -88%
TPCW
621
TD Private Client Wealth
New York
$424K +$44.4K +338 +12%
STA
622
Summit Trail Advisors
New York
$422K +$134K +1,020 +46%
BWP
623
BSW Wealth Partners
Colorado
$420K +$7.75K +59 +2%
BCM
624
Bayesian Capital Management
New York
$416K -$1.61M -12,300 -80%
CI
625
Cigna Investments
Connecticut
$412K -$5.24K -40 -1%
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