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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 %
RG
701
Retirement Group
California
$10.8K – – –
CAC
702
Core Alternative Capital
Georgia
$10.2K -$2.42K -26 -19%
JWA
703
JFS Wealth Advisors
Pennsylvania
$10.1K – – –
Lazard Asset Management
704
Lazard Asset Management
New York
$10K -$2.36M -25,920 -100%
CFB
705
Cullen/Frost Bankers
Texas
$9.68K – – –
WIM
706
Westside Investment Management
California
$9.31K – – –
CT
707
Colonial Trust
South Carolina
$8.82K – – –
FMP
708
Financial Management Professionals
Texas
$8K – – –
AWM
709
Abound Wealth Management
Tennessee
$7.91K -$372 -4 -4%
Kayne Anderson Rudnick Investment Management
710
Kayne Anderson Rudnick Investment Management
California
$6.24K +$931 +10 +18%
MSG
711
Main Street Group
Virginia
$6.05K +$6.05K +65 New
CMP
712
Coston McIsaac & Partners
Maine
$6K – – –
CHA
713
Carmichael Hill & Associates
Maryland
$5.77K – – –
AT
714
Arlington Trust
Alabama
$5.68K +$5.68K +61 New
TCA
715
Trifecta Capital Advisors
Illinois
$5.12K – – –
BFEC
716
Benjamin F. Edwards & Company
Missouri
$5K -$175 -2 -3%
VNA
717
Valley National Advisers
Pennsylvania
$5K +$5K +55 New
Jones Financial Companies
718
Jones Financial Companies
Missouri
$4.38K +$2.7K +29 +161%
RFG
719
RFP Financial Group
Georgia
$4.19K – – –
JGIA
720
Jackson Grant Investment Advisers
Connecticut
$4.1K -$8.29K -89 -67%
PA
721
Pineridge Advisors
Missouri
$4.1K +$4.1K +44 New
QL
722
Quarry LP
New York
$4K +$4K +43 New
FWM
723
FSA Wealth Management
Massachusetts
$4K +$4K +39 New
RCM
724
Raleigh Capital Management
North Carolina
$3.72K +$2.79K +30 +300%
AA
725
Addison Advisors
Vermont
$3.17K – – –
27 28
29
30 31