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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
$414M
2
Swedbank
Swedbank
Sweden
$134M
3
Vanguard Group
Vanguard Group
Pennsylvania
$4.31B
4
GIM
Generation Investment Management
United Kingdom
$797M
5
BlackRock
BlackRock
New York
$2.63B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$84.6M
2
VH
ValueAct Holdings
California
$0
3
Fidelity Investments
Fidelity Investments
Massachusetts
$364M
4
GFA
Gallagher Fiduciary Advisors
Illinois
$0
5
Viking Global Investors
Viking Global Investors
Connecticut
$323M
Name Holding Trade Value Shares
Change 		Shares
Change %
UWS
751
Unique Wealth Strategies
Illinois
$2.24K +$2.24K +23 New
DF
752
Dunhill Financial
United Kingdom
$2.2K +$88 +1 +4%
FW
753
Fairway Wealth
Ohio
$2.14K +$2.14K +24 New
CAL
754
Capital Advisors Ltd
Ohio
$2K -$526 -5 -21%
PWMG
755
Prestige Wealth Management Group
New Jersey
$1.96K -$326K -3,655 -99%
WWP
756
WR Wealth Planners
Missouri
$1.96K +$445 +5 +29%
AAG
757
Armstrong Advisory Group
Massachusetts
$1.78K – – –
BWP
758
Baldwin Wealth Partners
Massachusetts
$1.78K +$1.78K +20 New
FG
759
Fairman Group
Pennsylvania
$1.69K – – –
SIS
760
Sound Income Strategies
Florida
$1.43K – – –
TWD
761
True Wealth Design
Ohio
$1.16K -$8.02K -90 -87%
VCM
762
Versant Capital Management
Arizona
$1.16K +$1.16K +13 New
CWC
763
Carolinas Wealth Consulting
North Carolina
$1.07K – – –
CAC
764
Core Alternative Capital
Georgia
$980 – – –
WWM
765
Wolff Wiese Magana
California
$892 – – –
GWM
766
Geneos Wealth Management
Colorado
$891 -$1.87K -21 -68%
NSIM
767
North Star Investment Management
Illinois
$891 -$356 -4 -29%
ECM
768
Everence Capital Management
Indiana
$737 – – –
VWA
769
Valued Wealth Advisors
Utah
$713 – – –
RS
770
Rakuten Securities
Japan
$624 – – –
LIA
771
Lynx Investment Advisory
District of Columbia
$535 +$535 +6 New
OWA
772
Opal Wealth Advisors
New York
$535 +$535 +6 New
RWMG
773
Redwood Wealth Management Group
New Jersey
$446 +$446 +5 New
RAM
774
Riggs Asset Management
Pennsylvania
$446 +$446 +5 New
CAM
775
Creekmur Asset Management
Illinois
$267 +$267 +3 New
29 30
31
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