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CBRE Group
CBRE

Overview Fund Activity

932 hedge funds and large institutions have $38.5B invested in CBRE Group in 2024 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 340 increasing their positions, 324 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+75
Holders Change %
+8.75%
% of All Funds
12.41%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
150
Increased
340
Reduced
324
Closed
65
Calls
$129M
Puts
$93.1M
Net Calls
+$35.8M
Net Calls Change
+$10.9M

Top Buyers

1
Artisan Partners
Artisan Partners
Wisconsin
$532M
2
AIM
Alphinity Investment Management
Australia
$191M
3
Morgan Stanley
Morgan Stanley
New York
$622M
4
MNA
Manning & Napier Advisors
New York
$176M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$162M

Top Sellers

1
GIM
Generation Investment Management
United Kingdom
$419M
2
Harris Associates
Harris Associates
Illinois
$1.41B
3
Millennium Management
Millennium Management
New York
$67.1M
4
Viking Global Investors
Viking Global Investors
Connecticut
$0
5
BlackRock
BlackRock
New York
$3.79B
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
801
Friedenthal Financial
New Jersey
$51.1K -$815K -6,207 -94%
CCA
802
Catalyst Capital Advisors
New York
$47.7K +$31.2K +238 +190%
BC
803
Bayforest Capital
United Kingdom
$46.9K +$46.9K +357 New
EFG
804
Ethos Financial Group
Pennsylvania
$45K -$342K -2,608 -88%
CIAM
805
Caitong International Asset Management
Hong Kong
$45K +$45K +343 New
LFG
806
Larson Financial Group
Missouri
$42.9K +$36.9K +281 +611%
BWL
807
Bogart Wealth LLC
Virginia
$42.4K +$3.94K +30 +10%
ADL
808
Asset Dedication LLC
California
$42.3K – – –
C
809
Covestor
United Kingdom
$40K -$2.91K -22 -7%
FMTCOCP
810
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$39K – – –
WWM
811
Wolff Wiese Magana
California
$38.5K – – –
CT
812
Colonial Trust
South Carolina
$36.5K +$23.6K +180 +184%
GWM
813
Geneos Wealth Management
Colorado
$35.1K +$1.58K +12 +5%
OC
814
Oarsman Capital
Wisconsin
$34.7K – – –
MCM
815
MV Capital Management
Maryland
$34K -$656 -5 -2%
MCM
816
Manchester Capital Management
Vermont
$33.1K -$263 -2 -0.8%
SA
817
SRH Advisors
Kansas
$32.8K – – –
PK
818
Pflug Koory
Nebraska
$29.5K – – –
DP
819
Denver PWM
Colorado
$29.1K +$29.1K +222 New
FFO
820
Fortitude Family Office
Arizona
$28.6K – – –
FMII
821
Farmers & Merchants Investments Inc
Nebraska
$28.5K – – –
ZB
822
Zions Bancorporation
Utah
$28.5K – – –
IMC
823
Investment Management Corporation
Virginia
$28.4K +$28.4K +216 New
CH
824
Canton Hathaway
Rhode Island
$28K – – –
DAM
825
Delta Asset Management
Tennessee
$27.4K – – –
31 32
33
34 35