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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 %
Luther King Capital Management (LKCM)
651
Luther King Capital Management (LKCM)
Texas
$347K +$110K +840 +47%
SI
652
Stephens Inc
Arkansas
$347K – – –
HWA
653
Heritage Wealth Advisors
Virginia
$346K -$5.65K -43 -2%
PWM
654
Perigon Wealth Management
California
$345K +$49.1K +364 +17%
AO
655
Advisor OS
Illinois
$343K -$2.08M -15,810 -86%
PMG
656
ProVise Management Group
Florida
$343K – – –
EFA
657
Evernest Financial Advisors
Indiana
$342K – – –
CBUSF
658
Construction & Building Unions Superannuation Fund
Australia
$341K +$341K +2,600 New
MA
659
MJP Associates
Connecticut
$335K -$689K -5,251 -67%
TWC
660
TD Waterhouse Canada
Ontario, Canada
$335K +$302K +2,298 +901%
BRWA
661
B. Riley Wealth Advisors
Florida
$335K -$85.1K -648 -20%
YCG
662
Yeomans Consulting Group
Georgia
$333K +$333K +2,533 New
SWP
663
Sagespring Wealth Partners
Tennessee
$323K +$323K +2,463 New
GIA
664
GHP Investment Advisors
Colorado
$322K – – –
BCWM
665
Bartlett & Co Wealth Management
Ohio
$322K – – –
CCA
666
Checchi Capital Advisers
California
$321K -$4.86K -37 -1%
CA
667
CoreCap Advisors
Michigan
$318K +$318K +2,422 New
TFF
668
The Family Firm
Maryland
$315K – – –
HCM
669
Howard Capital Management
Georgia
$315K +$14.2K +108 +5%
OWP
670
Obermeyer Wealth Partners
Colorado
$311K – – –
LSA
671
Lion Street Advisors
Texas
$308K +$308K +2,343 New
LTAS
672
Linden Thomas Advisory Services
North Carolina
$304K -$3.41K -26 -1%
GM
673
GeoWealth Management
Illinois
$299K -$65.6K -500 -18%
CAM
674
Cidel Asset Management
Ontario, Canada
$297K – – –
AG
675
Ascent Group
Virginia
$297K +$297K +2,262 New
25 26
27
28 29