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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 %
KWM
826
Kolinsky Wealth Management
New Jersey
– -$273K -2,809 Closed
MNBTD
827
Moody National Bank Trust Division
Texas
– -$267K -2,743 Closed
HI
828
Humankind Investments
New York
– -$256K -2,632 Closed
DWT
829
Dorsey & Whitney Trust
South Dakota
– -$253K -2,601 Closed
ONB
830
Old National Bancorp
Indiana
– -$234K -2,403 Closed
PWM
831
Perigon Wealth Management
California
– -$225K -2,318 Closed
IAN
832
Integrated Advisors Network
Texas
– -$224K -2,299 Closed
TAM
833
Trillium Asset Management
Massachusetts
– -$221K -2,275 Closed
A
834
AJOVista
Massachusetts
– -$218K -2,238 Closed
FIM
835
Freedom Investment Management
Connecticut
– -$217K -2,231 Closed
GFP
836
Gryphon Financial Partners
Ohio
– -$213K -2,195 Closed
CC
837
Corton Capital
Ontario, Canada
– -$212K -2,181 Closed
LTAS
838
Linden Thomas Advisory Services
North Carolina
– -$206K -2,122 Closed
I
839
IMPACTfolio
Colorado
– -$205K -2,109 Closed
RWP
840
RWA Wealth Partners
Massachusetts
– -$204K -2,095 Closed
MW
841
Marcum Wealth
Ohio
– -$202K -2,078 Closed
MFIM
842
Mesirow Financial Investment Management
Illinois
– -$200K -2,060 Closed
PI
843
PEAK6 Investments
Illinois
– -$180K -1,851 Closed
RMC
844
Resources Management Corp
Connecticut
– -$28K -290 Closed
SWS
845
SYSTM Wealth Solutions
Illinois
– -$25.5K -262 Closed
CH
846
Canton Hathaway
Rhode Island
– -$21K -213 Closed
EC
847
EntryPoint Capital
New York
– -$17.9K -184 Closed
BCMLT
848
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$14.6K -150 Closed
CAM
849
Close Asset Management
United Kingdom
– -$12K -125 Closed
NCTC
850
New Covenant Trust Company
Indiana
– -$12.1K -124 Closed
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