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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
$944M
2
Lazard Asset Management
Lazard Asset Management
New York
$282M
3
FPP
Findlay Park Partners
United Kingdom
$252M
4
Artisan Partners
Artisan Partners
Wisconsin
$129M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$329M

Top Sellers

1
Millennium Management
Millennium Management
New York
$281M
2
Viking Global Investors
Viking Global Investors
Connecticut
$196M
3
Harris Associates
Harris Associates
Illinois
$1.76B
4
AllianceBernstein
AllianceBernstein
Tennessee
$331M
5
GIM
Generation Investment Management
United Kingdom
$925M
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
801
Simplex Trading
Illinois
$7K +$7K +62 New
TCA
802
Trifecta Capital Advisors
Illinois
$6.85K – – –
CHA
803
Carmichael Hill & Associates
Maryland
$6.35K – – –
RWM
804
Ruedi Wealth Management
Illinois
$6.1K -$6.1K -49 -50%
LFG
805
Larson Financial Group
Missouri
$5.73K +$5.73K +46 New
CWA
806
Carolina Wealth Advisors
South Carolina
$5.73K +$5.73K +46 New
DF
807
Dunhill Financial
United Kingdom
$5.71K +$2.6K +21 +84%
JGIA
808
Jackson Grant Investment Advisers
Connecticut
$5.48K – – –
CA
809
Continuum Advisory
Idaho
$5.28K -$10.3K -78 -66%
GFPC
810
Global Financial Private Client
Florida
$4.86K +$4.86K +39 New
FWM
811
FSA Wealth Management
Massachusetts
$4.86K +$4.86K +39 New
GSEP
812
Golden State Equity Partners
California
$4.61K +$4.61K +37 New
EBA
813
Eagle Bay Advisors
New York
$4.48K – – –
HWP
814
Highline Wealth Partners
California
$4.48K +$1.25K +10 +38%
WWP
815
WR Wealth Planners
Missouri
$4.48K +$1.74K +14 +64%
Kayne Anderson Rudnick Investment Management
816
Kayne Anderson Rudnick Investment Management
California
$4.36K – – –
AP
817
Aspect Partners
Virginia
$3.86K – – –
DPW
818
DiNuzzo Private Wealth
Pennsylvania
$3.86K +$124 +1 +3%
PP
819
Pacifica Partners
Canada
$3.61K – – –
BAM
820
Bellevue Asset Management
Washington
$3.49K – – –
SIC
821
SJS Investment Consulting
Ohio
$3.36K – – –
JIP
822
Jaffetilchin Investment Partners
Florida
$3.24K +$3.24K +26 New
KHC
823
Koesten Hirschmann & Crabtree
Kansas
$3.11K – – –
EB
824
Eastern Bank
Massachusetts
$3.11K +$3.11K +25 New
CWP
825
Concord Wealth Partners
Virginia
$2.99K -$12K -96 -80%
31 32
33
34 35