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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
HI
551
Horizon Investments
North Carolina
$509K -$15.3K -140 -3%
SFI
552
Siemens Fonds Invest
Germany
$504K -$93.5K -858 -17%
NA
553
NewEdge Advisors
Louisiana
$502K +$19.4K +178 +5%
FCP
554
Fidelis Capital Partners
Florida
$492K +$8.94K +82 +2%
CCM
555
Coldstream Capital Management
Washington
$490K +$58.9K +540 +16%
GSC
556
Ground Swell Capital
South Carolina
$490K +$429K +3,937 New
PNAA
557
Pictet North America Advisors
Switzerland
$485K
SF
558
Safeguard Financial
Wisconsin
$482K -$55.5K -509 -12%
Janney Montgomery Scott
559
Janney Montgomery Scott
Pennsylvania
$481K +$64.5K +592 +18%
PWMG
560
Prestige Wealth Management Group
New Jersey
$477K +$415K +3,807 +17,305%
RJT
561
Raymond James Trust
Florida
$469K -$37K -339 -8%
HDIM
562
Hanson & Doremus Investment Management
Vermont
$462K
Wolverine Trading
563
Wolverine Trading
Illinois
$455K -$472K -4,327 -54%
WWS
564
Wellington Wealth Strategies
Indiana
$454K +$378K +3,466 New
WW
565
Waterfront Wealth
Kansas
$451K
FCH
566
Freestone Capital Holdings
Washington
$448K +$763 +7 +0.2%
HH
567
Hilltop Holdings
Texas
$442K +$387K +3,548 New
OIA
568
OneDigital Investment Advisors
Kansas
$438K +$19.7K +181 +5%
YMRC
569
Yorktown Management & Research Company
Virginia
$436K -$349K -3,200 -48%
AA
570
Ancora Advisors
Ohio
$434K +$218 +2 +0.1%
WIC
571
Whitegate Investment Counselors
New Hampshire
$430K
BJL
572
Brighton Jones LLC
Washington
$427K +$545 +5 +0.1%
MPM
573
MBB Public Markets
Illinois
$426K -$2.37M -21,708 -86%
WPC
574
Wedmont Private Capital
Pennsylvania
$422K +$42.4K +389 +12%
UB
575
UMB Bank
Missouri
$415K +$23.1K +212 +7%