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CBRE Group
CBRE

Overview Fund Activity

857 hedge funds and large institutions have $36.2B invested in CBRE Group in 2024 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 315 increasing their positions, 297 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
857
Holders Change
+80
Holders Change %
+10.3%
% of All Funds
12.4%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
135
Increased
315
Reduced
297
Closed
49
Calls
$71.8M
Puts
$47M
Net Calls
+$24.8M
Net Calls Change
+$12.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$435M
2
Lazard Asset Management
Lazard Asset Management
New York
+$282M
3
FPP
Findlay Park Partners
United Kingdom
+$135M
4
Artisan Partners
Artisan Partners
Wisconsin
+$129M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$124M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$297M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$255M
3
Harris Associates
Harris Associates
Illinois
-$231M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$224M
5
GIM
Generation Investment Management
United Kingdom
-$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
626
Advisory Services Network
Georgia
$308K – – –
KPWS
627
Kestra Private Wealth Services
Texas
$307K -$2.61K -21 -0.8%
GIA
628
GHP Investment Advisors
Colorado
$306K +$7.84K +63 +3%
BCWM
629
Bartlett & Co Wealth Management
Ohio
$305K – – –
TFF
630
The Family Firm
Maryland
$299K – – –
PAM
631
Paradigm Asset Management
New York
$299K – – –
OWP
632
Obermeyer Wealth Partners
Colorado
$295K – – –
LTAS
633
Linden Thomas Advisory Services
North Carolina
$292K +$292K +2,345 New
WA
634
Waverly Advisors
Alabama
$292K -$29.1K -234 -9%
PWPS
635
Pinnacle Wealth Planning Services
Ohio
$289K +$289K +2,318 New
UCB
636
United Community Bank
South Carolina
$288K -$25.8K -207 -8%
HCM
637
Howard Capital Management
Georgia
$285K +$285K +2,290 New
WIA
638
World Investment Advisors
California
$285K +$285K +2,286 New
CI
639
Conning Inc
Connecticut
$282K -$124 -1 -0%
CAM
640
Cidel Asset Management
Ontario, Canada
$282K – – –
Axa
641
Axa
France
$280K -$118K -951 -30%
MWM
642
Mission Wealth Management
California
$280K +$373 +3 +0.1%
RWP
643
RWA Wealth Partners
Massachusetts
$278K +$278K +2,233 New
PWM
644
Perigon Wealth Management
California
$273K +$273K +2,195 New
STA
645
Summit Trail Advisors
New York
$273K +$273K +2,194 New
TAM
646
Trillium Asset Management
Massachusetts
$271K +$271K +2,175 New
I
647
IMPACTfolio
Colorado
$269K +$269K +2,160 New
CFG
648
Cooper Financial Group
California
$269K +$269K +2,157 New
CPW
649
Crestmont Private Wealth
Texas
$263K +$263K +2,115 New
IAN
650
Integrated Advisors Network
Texas
$258K +$258K +2,071 New
24 25
26
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