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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 %
HWP
876
Highline Wealth Partners
California
$6.04K +$1.31K +10 +28%
WCM
877
WealthTrak Capital Management
Virginia
$5.91K +$5.91K +45 New
JGIA
878
Jackson Grant Investment Advisers
Connecticut
$5.78K – – –
OCM
879
Orion Capital Management
California
$5.51K +$5.51K +42 New
FWM
880
FSA Wealth Management
Massachusetts
$5.12K – – –
EBA
881
Eagle Bay Advisors
New York
$4.73K – – –
AP
882
Aspect Partners
Virginia
$4.33K +$263 +2 +6%
HI
883
Hoey Investments
Pennsylvania
$4.2K – – –
DPW
884
DiNuzzo Private Wealth
Pennsylvania
$4.2K +$131 +1 +3%
GSWM
885
Golden State Wealth Management
California
$4.07K +$4.07K +31 New
M
886
MOTCO
Texas
$3.81K -$656K -4,995 -99%
PP
887
Pacifica Partners
Canada
$3.77K – – –
BAM
888
Bellevue Asset Management
Washington
$3.68K – – –
RTL
889
Red Tortoise LLC
Georgia
$3.68K +$3.68K +28 New
TCM
890
TD Capital Management
Tennessee
$3.55K +$3.55K +27 New
EB
891
Eastern Bank
Massachusetts
$3.28K – – –
NC
892
NewSquare Capital
Pennsylvania
$3.28K +$3.28K +25 New
CWP
893
Concord Wealth Partners
Virginia
$3.15K – – –
SIC
894
SJS Investment Consulting
Ohio
$3.02K -$525 -4 -15%
AAG
895
Armstrong Advisory Group
Massachusetts
$2.63K – – –
FWM
896
FLP Wealth Management
Arkansas
$2.5K +$2.5K +19 New
TSMHT
897
Thurston Springer Miller Herd & Titak
Indiana
$2.49K +$262 +2 +12%
CWC
898
Carolinas Wealth Consulting
North Carolina
$2.23K – – –
RS
899
Rakuten Securities
Japan
$2.23K +$1.31K +10 +143%
SC
900
Stance Capital
Massachusetts
$2.23K +$2.23K +17 New
34 35
36
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