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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 %
HI
826
Hoey Investments
Pennsylvania
$2.85K – – –
AAG
827
Armstrong Advisory Group
Massachusetts
$2.49K – – –
FG
828
Fairman Group
Pennsylvania
$2.37K – – –
TWD
829
True Wealth Design
Ohio
$2.12K +$498 +4 +31%
CWC
830
Carolinas Wealth Consulting
North Carolina
$2.12K +$623 +5 +42%
TSMHT
831
Thurston Springer Miller Herd & Titak
Indiana
$2.12K -$10.1K -81 -83%
SIS
832
Sound Income Strategies
Florida
$1.99K – – –
BAM
833
Belpointe Asset Management
Nevada
$1.74K +$1.74K +14 New
VCM
834
Versant Capital Management
Arizona
$1.62K – – –
HPC
835
HM Payson & Co
Maine
$1.49K +$1.49K +12 New
CAC
836
Core Alternative Capital
Georgia
$1.37K – – –
CAS
837
Coppell Advisory Solutions
Texas
$1.36K -$37K -300 -96%
NSIM
838
North Star Investment Management
Illinois
$1.25K – – –
TFA
839
Transamerica Financial Advisors
Florida
$1K -$248K -496 -100%
PMAM
840
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1K +10 New
VWA
841
Valued Wealth Advisors
Utah
$996 – – –
CA
842
Claris Advisors
Missouri
$996 +$996 +8 New
AFS
843
Annapolis Financial Services
Maryland
$872 +$872 +7 New
RS
844
Rakuten Securities
Japan
$871 – – –
FNWA
845
Financial Network Wealth Advisors
Utah
$871 +$871 +7 New
RTC
846
Riverview Trust Company
Washington
$871 +$871 +7 New
FDCP
847
Foster Dykema Cabot & Partners
Massachusetts
$747 +$747 +6 New
RAM
848
Riggs Asset Management
Pennsylvania
$623 – – –
VAMG
849
Voisard Asset Management Group
Michigan
$498 +$498 +4 New
NL
850
NVWM LLC
Pennsylvania
$498 +$498 +4 New
32 33
34
35 36