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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 %
MW
651
Marcum Wealth
Ohio
$257K +$257K +2,061 New
MFIM
652
Mesirow Financial Investment Management
Illinois
$256K +$256K +2,055 New
FMLI
653
Fukoku Mutual Life Insurance
Japan
$254K +$254K +2,041 New
VIA
654
Virtus Investment Advisers
Connecticut
$254K +$254K +2,040 New
WPWM
655
Western Pacific Wealth Management
Illinois
$253K – – –
GFP
656
Gryphon Financial Partners
Ohio
$253K +$253K +2,033 New
RZH
657
Relyea Zuckerberg Hanson
Connecticut
$252K +$252K +2,024 New
TPW
658
Transatlantique Private Wealth
New York
$252K +$252K +2,024 New
EWM
659
Evermay Wealth Management
Virginia
$251K – – –
WC
660
Waterloo Capital
Texas
$249K +$249K +2,004 New
TWM
661
Tolleson Wealth Management
Texas
$249K +$249K +2,000 New
KA
662
Kerrisdale Advisers
Florida
$247K -$898K -7,215 -78%
PFBT
663
Parkside Financial Bank & Trust
Missouri
$247K -$747 -6 -0.3%
HBT
664
Heartland Bank & Trust
Illinois
$246K +$246K +1,975 New
VFA
665
Valeo Financial Advisors
Indiana
$244K +$244K +1,964 New
ECM
666
Evergreen Capital Management
Washington
$244K +$244K +1,961 New
SSWM
667
Smith Salley Wealth Management
North Carolina
$239K -$83.9K -674 -26%
PFA
668
Pathway Financial Advisors
Vermont
$239K -$62.2K -500 -21%
SMA
669
Sage Mountain Advisors
Georgia
$239K +$239K +1,917 New
TIA
670
Trust Investment Advisors
Indiana
$234K +$234K +1,883 New
AWA
671
Aaron Wealth Advisors
Illinois
$232K +$232K +1,862 New
FAFN
672
First Affirmative Financial Network
Colorado
$232K +$232K +1,860 New
ECG
673
Edge Capital Group
Georgia
$231K +$231K +1,857 New
ONB
674
Old National Bancorp
Indiana
$230K +$230K +1,850 New
MCM
675
Mainstream Capital Management
California
$230K +$230K +1,845 New
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