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CBRE Group
CBRE

Overview Fund Activity

777 hedge funds and large institutions have $26.6B invested in CBRE Group in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 334 increasing their positions, 254 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
-14
Holders Change %
-1.77%
% of All Funds
11.3%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
77
Increased
334
Reduced
254
Closed
78
Calls
$40.4M
Puts
$27.9M
Net Calls
+$12.5M
Net Calls Change
+$45.7M

Top Buyers

1
Millennium Management
Millennium Management
New York
$414M
2
Swedbank
Swedbank
Sweden
$134M
3
Vanguard Group
Vanguard Group
Pennsylvania
$4.31B
4
GIM
Generation Investment Management
United Kingdom
$797M
5
BlackRock
BlackRock
New York
$2.63B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$84.6M
2
VH
ValueAct Holdings
California
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$364M
4
GFA
Gallagher Fiduciary Advisors
Illinois
$0
5
Viking Global Investors
Viking Global Investors
Connecticut
$323M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
701
Venturi Wealth Management
Texas
$16.4K +$15.3K +172 +1,433%
SL
702
Salomon & Ludwin
Virginia
$16.4K – – –
OA
703
Operose Advisors
Wisconsin
$16K – – –
MAM
704
Meeder Asset Management
Ohio
$15.7K +$15.7K +176 New
GJWM
705
Gilliland Jeter Wealth Management
Arkansas
$15.2K +$5.17K +58 +51%
CTC
706
Central Trust Company
Missouri
$15K – – –
RI
707
Ridgewood Investments
New Jersey
$14.6K +$14.6K +163 New
KPP
708
Kings Path Partners
Texas
$13.7K +$13.7K +154 New
WT
709
Washington Trust
Rhode Island
$13.4K +$7.04K +79 +111%
GKIM
710
GW&K Investment Management
Massachusetts
$13K +$1.78K +20 +16%
W
711
WealthCollab
Washington
$12.2K – – –
SIC
712
Salem Investment Counselors
North Carolina
$12.2K – – –
MA
713
MCF Advisors
Kentucky
$12K – – –
DWA
714
Delos Wealth Advisors
Texas
$10.9K – – –
RCM
715
Raleigh Capital Management
North Carolina
$10.9K +$2.41K +27 +28%
WPA
716
West Paces Advisors
Georgia
$10.7K -$5.35K -60 -33%
CWP
717
Concord Wealth Partners
Virginia
$10.7K +$10.7K +120 New
CA
718
Continuum Advisory
Idaho
$10.5K +$356 +4 +4%
JWA
719
JFS Wealth Advisors
Pennsylvania
$9.89K – – –
WIM
720
Westside Investment Management
California
$8.91K – – –
FFC
721
First Financial Corp
Indiana
$8.82K – – –
RWM
722
Ruedi Wealth Management
Illinois
$8.73K +$8.73K +98 New
TSMHT
723
Thurston Springer Miller Herd & Titak
Indiana
$8.73K +$8.73K +98 New
CT
724
Colonial Trust
South Carolina
$8.32K – – –
AF
725
Advisornet Financial
Minnesota
$8.32K -$894 -10 -10%
27 28
29
30 31