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CBRE Group
CBRE

Overview Fund Activity

757 hedge funds and large institutions have $28.4B invested in CBRE Group in 2023 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 235 increasing their positions, 295 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
757
Holders Change
+65
Holders Change %
+9.39%
% of All Funds
11.1%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.16%
New
124
Increased
235
Reduced
295
Closed
49
Calls
$78.7M
Puts
$47.3M
Net Calls
+$31.4M
Net Calls Change
+$37.6M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$536M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$419M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$355M
4
Parnassus Investments
4
Parnassus Investments
California
$104M
5
Norges Bank
5
Norges Bank
Norway
$381M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.43B
2
FPP
2
Findlay Park Partners
United Kingdom
$130M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$346M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$828M
5
Franklin Resources
5
Franklin Resources
California
$459M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTG
651
West Tower Group
Virginia
$58.4K +$58.4K +627 New
EDRH
652
Edmond de Rothschild Holding
Switzerland
$57.7K -$1.26M -13,503 -96%
MHR
653
Matthew Hamilton Rosenberg
$53.8K – – –
PS
654
Planned Solutions
California
$52.4K +$52.4K +563 New
BGAI
655
Bruce G. Allen Investments
Colorado
$48.4K +$48.4K +520 New
EC
656
EntryPoint Capital
New York
$46.5K +$46.5K +499 New
TCWA
657
Turtle Creek Wealth Advisors
Texas
$45.2K +$45.2K +486 New
AWM
658
Atticus Wealth Management
Florida
$42.4K – – –
DGAM
659
Desjardins Global Asset Management
Quebec, Canada
$38.8K -$918K -9,856 -96%
GWS
660
Glassman Wealth Services
Virginia
$37.2K -$1.4K -15 -4%
DMBA
661
Deseret Mutual Benefit Administrators
Utah
$36.9K -$10.6K -114 -22%
EWA
662
EverSource Wealth Advisors
Alabama
$34.3K -$2.61K -28 -7%
SC
663
SouthState Corp
Florida
$32.6K – – –
HI
664
Harbour Investments
Wisconsin
$32.5K +$29.8K +320 +1,103%
AF
665
Allworth Financial
California
$31.9K +$372 +4 +1%
GRP
666
Global Retirement Partners
California
$30.4K +$6.83K +80 +29%
JWM
667
Janiczek Wealth Management
Colorado
$30.3K -$1.68K -18 -5%
ZB
668
Zions Bancorporation
Utah
$29.4K +$465 +5 +2%
FMTCOCP
669
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$28K – – –
SWM
670
Spire Wealth Management
Virginia
$27.8K +$342 +4 +1%
BWL
671
Bogart Wealth LLC
Virginia
$27.3K – – –
RMC
672
Resources Management Corp
Connecticut
$27K -$2.79K -30 -9%
WPA
673
West Paces Advisors
Georgia
$24.9K +$10.1K +109 +69%
MCM
674
MV Capital Management
Maryland
$24.7K -$3.26K -35 -12%
SWS
675
SYSTM Wealth Solutions
Illinois
$24.4K +$24.4K +262 New
25 26
27
28 29