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CBRE Group

863 hedge funds and large institutions have $36.8B invested in CBRE Group in 2024 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 319 increasing their positions, 298 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 48

53% more call options, than puts

Call options by funds: $71.8M | Put options by funds: $47M

38% more capital invested

Capital invested by funds: $26.6B → $36.8B (+$10.1B)

36% more funds holding in top 10

Funds holding in top 10: 1115 (+4)

11% more funds holding

Funds holding: 780863 (+83)

7% more repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 298

0.91% less ownership

Funds ownership: 97.36%96.46% (-0.91%)

Holders
863
Holders Change
+83
Holders Change %
+10.64%
% of All Funds
12.39%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.22%
New
136
Increased
319
Reduced
298
Closed
48
Calls
$71.8M
Puts
$47M
Net Calls
+$24.8M
Net Calls Change
+$12.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CIS
476
Custom Index Systems
New York
$908K +$237K +2,171 +42%
EI
477
Ellevest Inc
New York
$904K -$56.5K -518 -7%
Fuller & Thaler Asset Management
478
Fuller & Thaler Asset Management
California
$885K +$355K +3,255 +84%
Vontobel Holding
479
Vontobel Holding
Switzerland
$855K -$105K -967 -12%
CWM
480
Cornerstone Wealth Management
Missouri
$845K -$15.6K -143 -2%
BTI
481
Blue Trust Inc
Georgia
$836K -$71.5K -656 -7%
HNB
482
Huntington National Bank
Ohio
$826K +$91.5K +839 +14%
GC
483
Guggenheim Capital
Illinois
$824K -$338K -3,100 -32%
FF
484
Friedenthal Financial
New Jersey
$821K +$719K +6,596 New
VAS
485
Vestmark Advisory Solutions
Massachusetts
$811K +$763 +7 +0.1%
CRC
486
Curi RMB Capital
Illinois
$811K -$327 -3 -0%
EDRH
487
Edmond de Rothschild Holding
Switzerland
$804K -$119K -1,090 -14%
GAM
488
Groupama Asset Management
France
$802K -$389K -3,571 -31%
PP
489
Prudential plc
United Kingdom
$790K
SRC
490
Shufro Rose & Co
New York
$781K
IFS
491
Ifrah Financial Services
Arkansas
$764K -$8.5K -78 -1%
AWM
492
Apollon Wealth Management
South Carolina
$761K +$242K +2,219 +57%
HWM
493
HB Wealth Management
Georgia
$758K +$101K +923 +18%
SWM
494
Spire Wealth Management
Virginia
$752K +$626K +5,745 +1,928%
SCA
495
Snowden Capital Advisors
New York
$749K +$4.91K +45 +0.8%
HA
496
Harbor Advisors
Florida
$747K
PA
497
Parallel Advisors
California
$738K +$38.3K +351 +6%
MGWM
498
Marks Group Wealth Management
Minnesota
$737K
SWP
499
Stratos Wealth Partners
Ohio
$733K +$58.1K +533 +10%
CL
500
Choreo LLC
Illinois
$733K +$5.45K +50 +0.9%