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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 %
Group One Trading
676
Group One Trading
Illinois
$229K +$229K +1,842 New
SPC
677
Sigma Planning Corp
Michigan
$229K +$229K +1,839 New
GL
678
Graypoint LLC
New York
$227K +$227K +1,823 New
KWM
679
Kingsview Wealth Management
Oregon
$227K +$227K +1,821 New
Luther King Capital Management (LKCM)
680
Luther King Capital Management (LKCM)
Texas
$225K +$225K +1,804 New
MFP
681
Meridian Financial Partners
Virginia
$224K +$224K +1,800 New
MGIA
682
Moneta Group Investment Advisors
Missouri
$222K +$222K +1,786 New
FFA
683
Farther Finance Advisors
California
$220K +$33.7K +271 +18%
WCM Investment Management
684
WCM Investment Management
California
$220K +$220K +1,784 New
GHA
685
GW Henssler & Associates
Georgia
$219K -$255K -2,052 -54%
MNBTD
686
Moody National Bank Trust Division
Texas
$219K +$219K +1,758 New
LC
687
Lindbrook Capital
California
$218K +$9.83K +79 +5%
GVAG
688
Great Valley Advisor Group
Delaware
$217K +$217K +1,741 New
CAL
689
Capital Analysts LLC
Pennsylvania
$216K +$25.2K +203 +13%
DWM
690
Drive Wealth Management
Utah
$216K +$216K +1,734 New
MG
691
Mather Group
Illinois
$214K +$622 +5 +0.3%
TIAA Trust, National Association
692
TIAA Trust, National Association
North Carolina
$212K +$212K +1,702 New
CWP
693
Core Wealth Partners
California
$212K +$212K +1,700 New
IWC
694
Integrated Wealth Concepts
Massachusetts
$208K +$208K +1,674 New
FIM
695
Freedom Investment Management
Connecticut
$208K +$208K +1,673 New
WA
696
Wealthstream Advisors
New York
$207K +$207K +1,661 New
IAA
697
Independent Advisor Alliance
North Carolina
$205K +$205K +1,643 New
WANY
698
Wealthspire Advisors (New York)
New York
$204K +$204K +1,641 New
WPW
699
Waldron Private Wealth
Pennsylvania
$203K +$203K +1,628 New
DFA
700
DHJJ Financial Advisors
Illinois
$200K -$747 -6 -0.4%
26 27
28
29 30