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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 %
LC
726
Lindbrook Capital
California
$233K +$3.15K +24 +1%
CI
727
CX Institutional
Indiana
$232K +$232K +1,769 New
CAL
728
Capital Analysts LLC
Pennsylvania
$231K +$3.02K +23 +1%
MNBTD
729
Moody National Bank Trust Division
Texas
$231K – – –
ONB
730
Old National Bancorp
Indiana
$230K -$12.6K -96 -5%
GVAG
731
Great Valley Advisor Group
Delaware
$228K -$920 -7 -0.4%
DWM
732
Drive Wealth Management
Utah
$227K -$263 -2 -0.1%
TIAA Trust, National Association
733
TIAA Trust, National Association
North Carolina
$227K +$3.81K +29 +2%
MGIA
734
Moneta Group Investment Advisors
Missouri
$226K -$8.8K -67 -4%
CI Investments Inc
735
CI Investments Inc
Ontario, Canada
$225K +$79.1K +601 +54%
CL
736
CIM LLC
New York
$224K +$224K +1,705 New
CWP
737
Core Wealth Partners
California
$223K – – –
WA
738
Wealthstream Advisors
New York
$223K +$4.46K +34 +2%
LA
739
Legacy Advisors
Pennsylvania
$221K +$221K +1,681 New
FHA
740
First Horizon Advisors
Tennessee
$220K +$98.7K +752 +81%
PAG
741
Private Advisory Group
Washington
$219K +$219K +1,670 New
GHA
742
GW Henssler & Associates
Georgia
$219K – – –
SSWM
743
Smith Salley Wealth Management
North Carolina
$217K -$35.1K -267 -14%
ACA
744
Aptus Capital Advisors
Alabama
$213K +$213K +1,623 New
CMBA
745
C.M. Bidwell & Associates
Hawaii
$213K +$213K +1,622 New
DFA
746
DHJJ Financial Advisors
Illinois
$211K – – –
CWM
747
Circle Wealth Management
New Jersey
$209K +$209K +1,594 New
TFP
748
Triune Financial Partners
Kansas
$208K +$208K +1,585 New
APG
749
Abacus Planning Group
South Carolina
$208K +$208K +1,584 New
CHP
750
Cable Hill Partners
Oregon
$208K +$208K +1,582 New
28 29
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