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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
Capstone Investment Advisors
501
Capstone Investment Advisors
New York
$732K -$245K -2,248 -28%
SC
502
Savant Capital
Illinois
$719K +$93.9K +861 +18%
CIA
503
Concurrent Investment Advisors
Florida
$709K +$313K +2,873 +102%
SC
504
Syon Capital
California
$708K +$654 +6 +0.1%
AAM
505
Advisors Asset Management
Colorado
$707K -$222K -2,039 -26%
SAM
506
Smartleaf Asset Management
Massachusetts
$706K +$126K +1,152 +25%
RCAG
507
Rehmann Capital Advisory Group
Michigan
$705K +$30K +275 +5%
FB
508
Fulton Bank
Pennsylvania
$700K -$6.21K -57 -1%
SIM
509
Studio Investment Management
Illinois
$697K +$5.67K +52 +0.9%
TC
510
TownSquare Capital
Utah
$696K +$253K +2,322 +71%
BHPW
511
Beverly Hills Private Wealth
California
$695K -$118K -1,083 -16%
TAM
512
Tocqueville Asset Management
New York
$688K
QCG
513
Quadrant Capital Group
Ohio
$685K +$1.74K +16 +0.3%
ATPW
514
Ashton Thomas Private Wealth
Arizona
$684K -$1.42K -13 -0.2%
SAM
515
Sawgrass Asset Management
Florida
$674K -$981 -9 -0.2%
Cambridge Investment Research Advisors
516
Cambridge Investment Research Advisors
Iowa
$674K +$129K +1,184 +28%
GC
517
Gilbert & Cook
Iowa
$669K -$1.96K -18 -0.3%
TCA
518
Transcend Capital Advisors
New Jersey
$669K -$59.5K -546 -9%
CCMG
519
Clark Capital Management Group
Pennsylvania
$647K -$35.3K -324 -6%
MYAM
520
Meiji Yasuda Asset Management
Japan
$645K +$19.7K +181 +4%
MWM
521
Meridian Wealth Management
Kentucky
$637K +$11.6K +106 +2%
SCM
522
Stevens Capital Management
Pennsylvania
$631K -$149K -1,364 -21%
SPA
523
Sherbrooke Park Advisers
New York
$627K -$1.23M -11,250 -69%
M
524
MOTCO
Texas
$625K
NICM
525
Neo Ivy Capital Management
New York
$622K +$300K +2,752 +123%