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CBRE Group
CBRE

Overview Fund Activity

857 hedge funds and large institutions have $36.2B invested in CBRE Group in 2024 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 315 increasing their positions, 297 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
857
Holders Change
+80
Holders Change %
+10.3%
% of All Funds
12.4%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
135
Increased
315
Reduced
297
Closed
49
Calls
$71.8M
Puts
$47M
Net Calls
+$24.8M
Net Calls Change
+$12.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$435M
2
Lazard Asset Management
Lazard Asset Management
New York
+$282M
3
FPP
Findlay Park Partners
United Kingdom
+$135M
4
Artisan Partners
Artisan Partners
Wisconsin
+$129M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$124M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$297M
2
Viking Global Investors
Viking Global Investors
Connecticut
-$255M
3
Harris Associates
Harris Associates
Illinois
-$231M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$224M
5
GIM
Generation Investment Management
United Kingdom
-$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
776
Washington Trust
Rhode Island
$19.2K +$498 +4 +3%
SIC
777
Salem Investment Counselors
North Carolina
$17.1K – – –
W
778
WealthCollab
Washington
$17.1K – – –
CPG
779
Cornerstone Planning Group
New Jersey
$16.9K -$4.97K -38 -23%
MA
780
MCF Advisors
Kentucky
$16.8K – – –
CYG
781
Clean Yield Group
Vermont
$16.7K +$16.7K +134 New
CPA
782
Capital Performance Advisors
California
$16.3K +$16.3K +131 New
RCM
783
Raleigh Capital Management
North Carolina
$16.1K +$871 +7 +6%
CCA
784
Catalyst Capital Advisors
New York
$15.6K +$15.6K +125 New
WPA
785
West Paces Advisors
Georgia
$14.9K – – –
JWA
786
JFS Wealth Advisors
Pennsylvania
$14.3K +$498 +4 +4%
AWM
787
Abound Wealth Management
Tennessee
$13.8K +$3.74K +30 +37%
WIM
788
Westside Investment Management
California
$12.4K – – –
FFC
789
First Financial Corp
Indiana
$12.3K – – –
CT
790
Colonial Trust
South Carolina
$12.1K +$493 +4 +4%
AF
791
Advisornet Financial
Minnesota
$11.9K +$250 +2 +2%
SC
792
Steph & Co
Wisconsin
$11.3K +$11.3K +91 New
SSB
793
Sandy Spring Bank
Maryland
$10.8K +$6.22K +50 +135%
TC
794
Truvestments Capital
Florida
$10.1K +$10.1K +81 New
FMP
795
Financial Management Professionals
Texas
$10K – – –
MSG
796
Main Street Group
Virginia
$8.09K – – –
CAL
797
Capital Advisors Ltd
Ohio
$8K +$5.73K +48 +253%
AT
798
Arlington Trust
Alabama
$7.59K – – –
RWM
799
Reston Wealth Management
Virginia
$7.1K +$7.1K +57 New
AW
800
Avion Wealth
Texas
$7K +$2.37K +20 +51%
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