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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 %
PCP
626
Proficio Capital Partners
Massachusetts
$405K +$405K +3,085 New
WPWM
627
Western Pacific Wealth Management
Illinois
$403K +$136K +1,035 +51%
CA
628
Commerzbank Aktiengesellschaft
Germany
$402K +$43.1K +330 +12%
AIP
629
Ameritas Investment Partners
Nebraska
$400K -$15.8K -120 -4%
IIC
630
Integrated Investment Consultants
Michigan
$395K +$18K +137 +5%
NFC
631
Northeast Financial Consultants
Connecticut
$394K – – –
EWA
632
EP Wealth Advisors
California
$394K -$10.6K -81 -3%
RG
633
Renaissance Group
Kentucky
$394K -$12.5K -95 -3%
PGFC
634
Peapack-Gladstone Financial Corp
New Jersey
$392K +$262 +2 +0.1%
CFO
635
Callan Family Office
Pennsylvania
$388K +$388K +2,955 New
BMO
636
Beck Mack & Oliver
New York
$384K +$384K +2,926 New
SIA
637
Schechter Investment Advisors
Michigan
$382K +$31.8K +242 +9%
CFA
638
Cahill Financial Advisors
Minnesota
$382K -$10.1K -77 -3%
DT
639
Diversified Trust
Tennessee
$377K -$34.3K -261 -8%
CP
640
Covenant Partners
Tennessee
$371K – – –
NCFG
641
New Century Financial Group
New Jersey
$369K +$369K +2,808 New
LS
642
Livforsakringsbolaget Skandia
Sweden
$367K – – –
VWM
643
Venturi Wealth Management
Texas
$367K +$340K +2,587 +1,250%
EG
644
Ellerson Group
Maryland
$366K – – –
PPWP
645
Premier Path Wealth Partners
New Jersey
$366K +$22.2K +169 +6%
BWM
646
BCO Wealth Management
New Mexico
$366K +$366K +2,785 New
BTWM
647
Baker Tilly Wealth Management
Wisconsin
$362K -$4.6K -35 -1%
DWT
648
Dorsey & Whitney Trust
South Dakota
$355K +$27.7K +211 +8%
YMRC
649
Yorktown Management & Research Company
Virginia
$354K -$105K -800 -23%
BAM
650
Blueshift Asset Management
New Jersey
$354K -$299K -2,276 -46%
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