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CBRE Group
CBRE

Overview Fund Activity

791 hedge funds and large institutions have $28.8B invested in CBRE Group in 2024 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 293 increasing their positions, 289 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
791
Holders Change
+34
Holders Change %
+4.49%
% of All Funds
11.47%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
92
Increased
293
Reduced
289
Closed
48
Calls
$58.6M
Puts
$91.8M
Net Calls
-$33.2M
Net Calls Change
-$64.6M

Top Buyers

1
Millennium Management
Millennium Management
New York
$263M
2
Man Group
Man Group
United Kingdom
$144M
3
Viking Global Investors
Viking Global Investors
Connecticut
$444M
4
Parnassus Investments
Parnassus Investments
California
$162M
5
Bank of America
Bank of America
North Carolina
$358M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$573M
2
Morgan Stanley
Morgan Stanley
New York
$283M
3
VH
ValueAct Holdings
California
$240M
4
Swedbank
Swedbank
Sweden
$0
5
Invesco
Invesco
Georgia
$537M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFG
751
RFP Financial Group
Georgia
$7.39K +$3.01K +31 +69%
CMP
752
Coston McIsaac & Partners
Maine
$7K – – –
WT
753
Washington Trust
Rhode Island
$6.9K +$3.6K +37 +109%
MSG
754
Main Street Group
Virginia
$6.17K – – –
VNA
755
Valley National Advisers
Pennsylvania
$6K +$1.29K +15 +27%
AT
756
Arlington Trust
Alabama
$5.93K – – –
1832 Asset Management
757
1832 Asset Management
Ontario, Canada
$5.83K +$5.83K +60 New
PCWA
758
Pacific Capital Wealth Advisors
California
$5.45K +$5.45K +56 New
TCA
759
Trifecta Capital Advisors
Illinois
$5.35K – – –
CHA
760
Carmichael Hill & Associates
Maryland
$4.96K -$1.07K -11 -18%
JGIA
761
Jackson Grant Investment Advisers
Connecticut
$4.28K – – –
LI
762
LRI Investments
Florida
$4.08K +$4.08K +42 New
FWM
763
FSA Wealth Management
Massachusetts
$3.79K – – –
HI
764
Hoey Investments
Pennsylvania
$3.11K – – –
FGAM
765
Financial Gravity Asset Management
Texas
$3.02K +$2.44K +25 +417%
AP
766
Aspect Partners
Virginia
$3.01K – – –
GWM
767
Geneos Wealth Management
Colorado
$3.01K +$2.04K +21 +210%
AW
768
Avion Wealth
Texas
$3K -$778 -7 -21%
PP
769
Pacifica Partners
Canada
$2.77K – – –
SIC
770
SJS Investment Consulting
Ohio
$2.63K +$195 +2 +8%
BAM
771
Bellevue Asset Management
Washington
$2.63K – – –
DPW
772
DiNuzzo Private Wealth
Pennsylvania
$2.53K +$97 +1 +4%
KHC
773
Koesten Hirschmann & Crabtree
Kansas
$2.43K +$2.43K +25 New
DF
774
Dunhill Financial
United Kingdom
$2.34K +$293 +3 +14%
Kayne Anderson Rudnick Investment Management
775
Kayne Anderson Rudnick Investment Management
California
$2.14K -$4.38K -45 -67%
29 30
31
32 33