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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 %
I
701
IMPACTfolio
Colorado
$264K -$19.4K -148 -7%
CSA
702
Cornerstone Select Advisors
Missouri
$263K +$263K +2,005 New
TWM
703
Tolleson Wealth Management
Texas
$263K – – –
GFP
704
Gryphon Financial Partners
Ohio
$262K -$4.73K -36 -2%
PFBT
705
Parkside Financial Bank & Trust
Missouri
$262K +$788 +6 +0.3%
KA
706
Kerrisdale Advisers
Florida
$261K – – –
ECG
707
Edge Capital Group
Georgia
$261K +$16.9K +129 +7%
KRSITF
708
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$259K +$24.7K +940 +11%
SPC
709
Sigma Planning Corp
Michigan
$259K +$17.2K +131 +7%
ECM
710
Evergreen Capital Management
Washington
$257K – – –
MFG
711
Merit Financial Group
Georgia
$256K +$256K +1,950 New
FIM
712
Freedom Investment Management
Connecticut
$255K +$35.5K +270 +16%
PFA
713
Pathway Financial Advisors
Vermont
$252K – – –
GA
714
Geller Advisors
New York
$251K -$73.8K -562 -23%
HBT
715
Heartland Bank & Trust
Illinois
$250K -$9.45K -72 -4%
CNBOF
716
City National Bank of Florida
Florida
$248K +$248K +1,892 New
SW
717
Simplicity Wealth
New Jersey
$248K +$248K +1,892 New
MG
718
Mather Group
Illinois
$247K +$20.6K +157 +9%
SSA
719
Schonfeld Strategic Advisors
New York
$244K -$10.5M -80,147 -98%
MCM
720
Mainstream Capital Management
California
$242K – – –
PFS
721
Prospera Financial Services
Texas
$240K +$240K +1,831 New
MQWP
722
Morey & Quinn Wealth Partners
Nebraska
$238K +$238K +1,811 New
MFP
723
Meridian Financial Partners
Virginia
$236K – – –
TIA
724
Trust Investment Advisors
Indiana
$234K -$13K -99 -5%
FAFN
725
First Affirmative Financial Network
Colorado
$233K -$11.3K -86 -5%
27 28
29
30 31