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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
CGL
576
Clarius Group LLC
Washington
$413K -$9.38K -86 -3%
HAG
577
HighPoint Advisor Group
Illinois
$409K +$3.92K +36 +1%
LCM
578
Logan Capital Management
Pennsylvania
$407K
GI
579
GAMCO Investors
Connecticut
$403K
AFG
580
Atomi Financial Group
New York
$402K +$89.3K +819 +34%
CFGS
581
Concourse Financial Group Securities
Alabama
$401K +$18.5K +170 +6%
SBIA
582
Sheaff Brock Investment Advisors
Indiana
$398K +$349K +3,200 New
BRWA
583
B. Riley Wealth Advisors
Florida
$396K -$25.1K -230 -7%
CI
584
Cigna Investments
Connecticut
$396K -$7.96K -73 -2%
AIP
585
Ameritas Investment Partners
Nebraska
$394K -$18.1K -166 -5%
I
586
InceptionR
California
$393K -$810K -7,426 -70%
BWP
587
BSW Wealth Partners
Colorado
$390K -$11.7K -107 -3%
SOW
588
State of Wyoming
Wyoming
$390K +$167K +1,536 +96%
DT
589
Diversified Trust
Tennessee
$390K -$3.92K -36 -1%
RG
590
Renaissance Group
Kentucky
$385K -$63.1K -579 -16%
EWA
591
EP Wealth Advisors
California
$383K +$1.74K +16 +0.5%
BC
592
Burney Company
Virginia
$378K -$4.91K -45 -1%
A
593
AlphaQuest
New York
$377K -$1.19M -10,884 -78%
NFC
594
Northeast Financial Consultants
Connecticut
$373K
PGFC
595
Peapack-Gladstone Financial Corp
New Jersey
$372K
CFA
596
Cahill Financial Advisors
Minnesota
$372K +$763 +7 +0.2%
TPI
597
Trust Point Inc
Wisconsin
$370K +$26.1K +239 +9%
EFG
598
Ethos Financial Group
Pennsylvania
$367K +$322K +2,951 New
VF
599
VitalStone Financial
Texas
$366K +$321K +2,940 New
AGA
600
Accuvest Global Advisors
Utah
$364K +$321K +2,947 New