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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 %
SIS
901
Sound Income Strategies
Florida
$2.1K – – –
GA
902
GoalVest Advisory
New York
$2.1K +$2.1K +16 New
CSWM
903
Cassady Schiller Wealth Management
Ohio
$2.1K +$2.1K +16 New
HWA
904
HHM Wealth Advisors
Tennessee
$1.84K +$1.84K +14 New
SN
905
Sittner & Nelson
Oregon
$1.84K +$1.84K +14 New
NS
906
NBC Securities
Alabama
$1.49K -$1.48M -10,906 -100%
CAC
907
Core Alternative Capital
Georgia
$1.44K – – –
CAS
908
Coppell Advisory Solutions
Texas
$1.43K – – –
BFPW
909
BOK Financial Private Wealth
Colorado
$1.31K +$1.31K +10 New
TFA
910
Toth Financial Advisory
Virginia
$1.31K +$1.31K +10 New
FG
911
Fairman Group
Pennsylvania
$1.18K -$1.31K -10 -53%
VWA
912
Valued Wealth Advisors
Utah
$1.05K – – –
PWA
913
Principia Wealth Advisory
Texas
$1.05K +$1.05K +8 New
TFA
914
Transamerica Financial Advisors
Florida
$1K – – –
PMAM
915
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
RTC
916
Riverview Trust Company
Washington
$919 – – –
FDCP
917
Foster Dykema Cabot & Partners
Massachusetts
$788 – – –
NRG
918
Nemes Rush Group
Michigan
$788 +$788 +6 New
WW
919
Winnow Wealth
Texas
$739 +$739 +6 New
PWM
920
Parkworth Wealth Management
California
$656 +$656 +5 New
RAM
921
Riggs Asset Management
Pennsylvania
$652 – – –
AF
922
Advisornet Financial
Minnesota
$566 -$12.9K -91 -96%
CA
923
Crewe Advisors
Utah
$526 -$40.8K -310 -99%
NL
924
NVWM LLC
Pennsylvania
$525 – – –
CAM
925
Creekmur Asset Management
Illinois
$394 – – –
35 36
37
38 39