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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 %
CAL
776
Capital Advisors Ltd
Ohio
$2K +$500 +6 +33%
FPB
777
First PREMIER Bank
South Dakota
$2K +$2K +19 New
AAG
778
Armstrong Advisory Group
Massachusetts
$1.86K – – –
FG
779
Fairman Group
Pennsylvania
$1.85K – – –
WWP
780
WR Wealth Planners
Missouri
$1.65K +$1.65K +17 New
SIS
781
Sound Income Strategies
Florida
$1.56K – – –
NSIM
782
North Star Investment Management
Illinois
$1.36K – – –
VWM
783
Venturi Wealth Management
Texas
$1.17K – – –
CWC
784
Carolinas Wealth Consulting
North Carolina
$1.17K +$486 +5 +71%
HIA
785
Harbor Investment Advisory
Maryland
$1.17K +$1.17K +12 New
CAC
786
Core Alternative Capital
Georgia
$1.07K -$9.63K -99 -90%
WWM
787
Wolff Wiese Magana
California
$973 – – –
ECM
788
Everence Capital Management
Indiana
$825 – – –
VWA
789
Valued Wealth Advisors
Utah
$778 +$486 +5 +167%
RS
790
Rakuten Securities
Japan
$681 – – –
CTA
791
Colonial Trust Advisors
South Carolina
$194 – – –
DWM
792
Dogwood Wealth Management
Kansas
$3 -$5 – –
Swedbank
793
Swedbank
Sweden
– -$140M -1,501,862 Closed
Balyasny Asset Management
794
Balyasny Asset Management
Illinois
– -$55.2M -592,644 Closed
MC
795
Maverick Capital
Texas
– -$51.9M -557,201 Closed
LP
796
LMR Partners
United Kingdom
– -$33.2M -357,077 Closed
LPC
797
Long Pond Capital
New York
– -$32.3M -347,430 Closed
MSV
798
MN Services Vermogensbeheer
Netherlands
– -$13.7M -147,388 Closed
RCM
799
Rivermont Capital Management
New York
– -$6.41M -68,903 Closed
First Trust Advisors
800
First Trust Advisors
Illinois
– -$4.97M -53,337 Closed
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