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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
+$395M
2
AIM
Alphinity Investment Management
Australia
+$191M
3
Morgan Stanley
Morgan Stanley
New York
+$189M
4
MNA
Manning & Napier Advisors
New York
+$176M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$161M

Top Sellers

1
GIM
Generation Investment Management
United Kingdom
-$557M
2
Harris Associates
Harris Associates
Illinois
-$436M
3
Millennium Management
Millennium Management
New York
-$229M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$196M
5
BlackRock
BlackRock
New York
-$127M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
851
JFS Wealth Advisors
Pennsylvania
$15.4K +$263 +2 +2%
CA
852
Continuum Advisory
Idaho
$15.4K +$10.1K +77 +193%
TC
853
Truvestments Capital
Florida
$13.8K +$3.15K +24 +30%
WIM
854
Westside Investment Management
California
$13.1K – – –
AWM
855
Abound Wealth Management
Tennessee
$13.1K -$1.44K -11 -10%
FFC
856
First Financial Corp
Indiana
$13K – – –
FMP
857
Financial Management Professionals
Texas
$11.2K +$394 +3 +4%
FW
858
Fairway Wealth
Ohio
$10.4K +$10.4K +79 New
AWM
859
Accredited Wealth Management
Kentucky
$9.85K +$9.85K +75 New
SIM
860
Synergy Investment Management
Florida
$9.58K +$9.58K +73 New
CAL
861
Capital Advisors Ltd
Ohio
$9K – – –
CMP
862
Coston McIsaac & Partners
Maine
$9K – – –
MSG
863
Main Street Group
Virginia
$8.53K – – –
NSIM
864
North Star Investment Management
Illinois
$8.27K +$6.96K +53 +530%
A
865
AlphaQuest
New York
$8.14K -$390K -2,969 -98%
DF
866
Dunhill Financial
United Kingdom
$8.12K +$2.1K +16 +35%
AT
867
Arlington Trust
Alabama
$8.01K – – –
AW
868
Avion Wealth
Texas
$8K +$262 +2 +3%
RWS
869
Retirement Wealth Solutions
Wisconsin
$7.67K +$7.67K +62 New
TCA
870
Trifecta Capital Advisors
Illinois
$7.22K – – –
WWP
871
WR Wealth Planners
Missouri
$7.09K +$2.36K +18 +50%
T
872
Transce3nd
Texas
$6.57K +$6.57K +50 New
RWM
873
Ruedi Wealth Management
Illinois
$6.43K – – –
CWA
874
Carolina Wealth Advisors
South Carolina
$6.04K – – –
GFPC
875
Global Financial Private Client
Florida
$6.04K +$919 +7 +18%
33 34
35
36 37