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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 %
ACA
626
Atlas Capital Advisors
Wyoming
$198K – – –
TPCW
627
TD Private Client Wealth
New York
$195K +$5.35K +60 +3%
WPWM
628
Western Pacific Wealth Management
Illinois
$181K – – –
EWM
629
Evermay Wealth Management
Virginia
$180K – – –
PFBT
630
Parkside Financial Bank & Trust
Missouri
$178K -$74.6K -837 -30%
MG
631
Mather Group
Illinois
$167K +$13.4K +138 +9%
LC
632
Lindbrook Capital
California
$149K +$1.96K +22 +1%
DFA
633
DHJJ Financial Advisors
Illinois
$144K -$178 -2 -0.1%
SOW
634
State of Wyoming
Wyoming
$142K +$88K +987 +161%
CAL
635
Capital Analysts LLC
Pennsylvania
$137K -$12.5K -140 -8%
FFA
636
Farther Finance Advisors
California
$129K +$6.88K +80 +6%
PCM
637
Penserra Capital Management
California
$128K -$623 -7 -0.5%
HT
638
Headlands Technologies
Illinois
$125K +$96.2K +1,079 +329%
HNB
639
Hilltop National Bank
Wyoming
$124K +$14.5K +163 +13%
SIM
640
Sentry Investment Management
Wisconsin
$120K -$24.6K -276 -17%
ST
641
Smithfield Trust
Pennsylvania
$114K -$3.29K -37 -3%
GRP
642
Global Retirement Partners
California
$111K +$74K +830 +198%
AssetMark Inc
643
AssetMark Inc
California
$99.6K +$27.8K +312 +39%
BF
644
BOK Financial
Oklahoma
$98.3K -$42.5K -477 -30%
IA
645
IFP Advisors
Florida
$93.2K +$21K +236 +29%
MPWT
646
MassMutual Private Wealth & Trust
Connecticut
$91.2K +$13.9K +156 +18%
AIM
647
Anchor Investment Management
South Carolina
$89.9K – – –
OIA
648
Optimum Investment Advisors
Illinois
$89.1K – – –
AA
649
Alta Advisers
United Kingdom
$89.1K – – –
FHA
650
First Horizon Advisors
Tennessee
$83.9K +$12.8K +144 +18%
24 25
26
27 28