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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 %
WT
726
Washington Trust
Rhode Island
$3.17K – – –
AW
727
Avion Wealth
Texas
$3K +$1.77K +20 +143%
HI
728
Hoey Investments
Pennsylvania
$2.98K – – –
AP
729
Aspect Partners
Virginia
$2.89K +$2.89K +31 New
M
730
MOTCO
Texas
$2.7K – – –
BAM
731
Bellevue Asset Management
Washington
$2.51K – – –
PP
732
Pacifica Partners
Canada
$2.35K – – –
SIC
733
SJS Investment Consulting
Ohio
$2.33K -$279 -3 -11%
DPW
734
DiNuzzo Private Wealth
Pennsylvania
$2.33K +$2.33K +25 New
LF
735
Lee Financial
Texas
$2.14K +$2.14K +23 New
GI
736
Gradient Investments
Minnesota
$2.14K – – –
PWMG
737
Prestige Wealth Management Group
New Jersey
$2.05K – – –
CAL
738
Capital Advisors Ltd
Ohio
$2K +$2K +18 New
DF
739
Dunhill Financial
United Kingdom
$1.97K +$1.97K +21 New
AAG
740
Armstrong Advisory Group
Massachusetts
$1.86K +$1.86K +20 New
FG
741
Fairman Group
Pennsylvania
$1.77K +$1.77K +19 New
BWM
742
Baystate Wealth Management
Massachusetts
$1.61K +$661 +7 +70%
DWA
743
Delos Wealth Advisors
Texas
$1.58K – – –
SIS
744
Sound Income Strategies
Florida
$1.49K – – –
NSIM
745
North Star Investment Management
Illinois
$1.3K – – –
VWM
746
Venturi Wealth Management
Texas
$1.12K +$1.12K +12 New
WWM
747
Wolff Wiese Magana
California
$931 – – –
GWM
748
Geneos Wealth Management
Colorado
$931 +$931 +10 New
AIMA
749
Ables Iannone Moore & Associates
Georgia
$745 +$745 +8 New
CWC
750
Carolinas Wealth Consulting
North Carolina
$652 – – –
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30
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