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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
+$172M
2
Swedbank
Swedbank
Sweden
+$134M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$105M
4
GIM
Generation Investment Management
United Kingdom
+$92M
5
BlackRock
BlackRock
New York
+$86.1M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$361M
2
VH
ValueAct Holdings
California
-$240M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$161M
4
GFA
Gallagher Fiduciary Advisors
Illinois
-$98.1M
5
Viking Global Investors
Viking Global Investors
Connecticut
-$84.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
726
Abound Wealth Management
Tennessee
$7.22K -$356 -4 -5%
ETC
727
Exchange Traded Concepts
Oklahoma
$7.13K -$4.72K -53 -40%
FMP
728
Financial Management Professionals
Texas
$7K – – –
RFG
729
RFP Financial Group
Georgia
$6.77K – – –
CMP
730
Coston McIsaac & Partners
Maine
$6K – – –
VNA
731
Valley National Advisers
Pennsylvania
$6K +$400 +5 +7%
MSG
732
Main Street Group
Virginia
$5.59K – – –
AT
733
Arlington Trust
Alabama
$5.44K – – –
TCA
734
Trifecta Capital Advisors
Illinois
$4.9K – – –
CHA
735
Carmichael Hill & Associates
Maryland
$4.55K – – –
JGIA
736
Jackson Grant Investment Advisers
Connecticut
$3.92K – – –
SSB
737
Sandy Spring Bank
Maryland
$3.3K +$3.3K +37 New
CA
738
CoreCap Advisors
Michigan
$3.21K -$12.4K -139 -79%
EBA
739
Eagle Bay Advisors
New York
$3.21K +$3.21K +36 New
Kayne Anderson Rudnick Investment Management
740
Kayne Anderson Rudnick Investment Management
California
$3.12K +$1.16K +13 +59%
AW
741
Avion Wealth
Texas
$3K +$923 +12 +44%
CFB
742
Cullen/Frost Bankers
Texas
$2.85K -$6.42K -72 -69%
HI
743
Hoey Investments
Pennsylvania
$2.85K – – –
AP
744
Aspect Partners
Virginia
$2.76K – – –
DPW
745
DiNuzzo Private Wealth
Pennsylvania
$2.67K +$357 +4 +15%
PP
746
Pacifica Partners
Canada
$2.53K – – –
BAM
747
Bellevue Asset Management
Washington
$2.5K +$89 +1 +4%
KHC
748
Koesten Hirschmann & Crabtree
Kansas
$2.43K – – –
SIC
749
SJS Investment Consulting
Ohio
$2.41K – – –
HWP
750
Highline Wealth Partners
California
$2.32K +$2.32K +26 New
28 29
30
31 32