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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
HFM
601
Harvest Fund Management
China
$362K +$317K +2,909 New
TPCW
602
TD Private Client Wealth
New York
$360K +$77.3K +709 +32%
FFM
603
Forum Financial Management
Illinois
$358K +$109 +1 +0%
IIC
604
Integrated Investment Consultants
Michigan
$357K +$313K +2,870 New
FTWA
605
Fifth Third Wealth Advisors
Ohio
$353K -$6.43K -59 -2%
CP
606
Covenant Partners
Tennessee
$352K
CFM
607
Catalyst Funds Management
Australia
$349K -$131K -1,200 -30%
LS
608
Livforsakringsbolaget Skandia
Sweden
$348K +$251K +2,300 +463%
CFG
609
Citizens Financial Group
Rhode Island
$348K +$1.64K +15 +0.5%
BTWM
610
Baker Tilly Wealth Management
Wisconsin
$348K +$5.89K +54 +2%
EG
611
Ellerson Group
Maryland
$347K +$53.4K +490 +21%
GM
612
GeoWealth Management
Illinois
$345K +$59.6K +547 +25%
JF
613
Jump Financial
Illinois
$343K -$1.29M -11,802 -81%
CA
614
Commerzbank Aktiengesellschaft
Germany
$343K +$52.9K +485 +21%
CC
615
Corton Capital
Ontario, Canada
$336K +$294K +2,700 New
HWA
616
Heritage Wealth Advisors
Virginia
$334K -$20.7K -190 -7%
SIA
617
Schechter Investment Advisors
Michigan
$332K -$16.7K -153 -5%
SI
618
Stephens Inc
Arkansas
$329K +$8.72K +80 +3%
Jones Financial Companies
619
Jones Financial Companies
Missouri
$327K +$205K +1,879 +243%
ACM
620
Advisors Capital Management
New Jersey
$327K +$287K +2,629 New
PPWP
621
Premier Path Wealth Partners
New Jersey
$326K +$39.5K +362 +16%
PMG
622
ProVise Management Group
Florida
$326K
EFA
623
Evernest Financial Advisors
Indiana
$324K
MS
624
Maven Securities
Jersey
$321K +$282K +2,582 New
PAM
625
Panagora Asset Management
Massachusetts
$320K +$545 +5 +0.2%