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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 %
IAA
676
Independent Advisor Alliance
North Carolina
$291K +$75.4K +574 +35%
MWM
677
Mission Wealth Management
California
$290K -$4.86K -37 -2%
CI
678
Conning Inc
Connecticut
$289K -$7.62K -58 -3%
PFW
679
Petros Family Wealth
Minnesota
$288K +$288K +2,197 New
PCM
680
Penserra Capital Management
California
$287K +$96.4K +736 +51%
AWA
681
Aaron Wealth Advisors
Illinois
$280K +$36K +274 +15%
WCM Investment Management
682
WCM Investment Management
California
$280K +$47.7K +366 +21%
VFA
683
Valeo Financial Advisors
Indiana
$280K +$22.1K +168 +9%
WANY
684
Wealthspire Advisors (New York)
New York
$279K +$63.4K +483 +29%
CFG
685
Cooper Financial Group
California
$278K -$5.12K -39 -2%
SMA
686
Sage Mountain Advisors
Georgia
$275K +$23.2K +177 +9%
MW
687
Marcum Wealth
Ohio
$273K +$2.1K +16 +0.8%
IAN
688
Integrated Advisors Network
Texas
$271K -$525 -4 -0.2%
TAM
689
Trillium Asset Management
Massachusetts
$270K -$15.9K -121 -6%
MFIM
690
Mesirow Financial Investment Management
Illinois
$270K – – –
RZH
691
Relyea Zuckerberg Hanson
Connecticut
$270K +$3.94K +30 +1%
IC
692
Iconiq Capital
California
$268K +$268K +2,045 New
FMLI
693
Fukoku Mutual Life Insurance
Japan
$268K – – –
VIA
694
Virtus Investment Advisers
Connecticut
$268K – – –
PWPS
695
Pinnacle Wealth Planning Services
Ohio
$268K -$36.6K -279 -12%
TNBTD
696
Trustmark National Bank Trust Department
Mississippi
$267K +$267K +2,035 New
AC
697
Avestar Capital
New York
$267K +$267K +2,035 New
BWP
698
Balboa Wealth Partners
Arizona
$267K +$267K +2,030 New
GL
699
Graypoint LLC
New York
$266K +$26.9K +205 +11%
EWM
700
Evermay Wealth Management
Virginia
$265K – – –
26 27
28
29 30