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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
P
626
Pitcairn
Pennsylvania
$317K -$110K -1,011 -28%
DWT
627
Dorsey & Whitney Trust
South Dakota
$311K +$272K +2,496 New
CCA
628
Checchi Capital Advisers
California
$309K +$4.14K +38 +2%
GA
629
Geller Advisors
New York
$308K -$23K -211 -8%
ASN
630
Advisory Services Network
Georgia
$308K
KPWS
631
Kestra Private Wealth Services
Texas
$307K -$2.29K -21 -0.8%
GIA
632
GHP Investment Advisors
Colorado
$306K +$6.87K +63 +3%
BCWM
633
Bartlett & Co Wealth Management
Ohio
$305K
TFF
634
The Family Firm
Maryland
$299K
PAM
635
Paradigm Asset Management
New York
$299K
OWP
636
Obermeyer Wealth Partners
Colorado
$295K
LTAS
637
Linden Thomas Advisory Services
North Carolina
$292K +$256K +2,345 New
WA
638
Waverly Advisors
Alabama
$292K -$25.5K -234 -9%
PWPS
639
Pinnacle Wealth Planning Services
Ohio
$289K +$253K +2,318 New
UCB
640
United Community Bank
South Carolina
$288K -$22.6K -207 -8%
HCM
641
Howard Capital Management
Georgia
$285K +$250K +2,290 New
WIA
642
World Investment Advisors
California
$285K +$249K +2,286 New
CI
643
Conning Inc
Connecticut
$282K -$109 -1 -0%
CAM
644
Cidel Asset Management
Ontario, Canada
$282K
Axa
645
Axa
France
$280K -$104K -951 -30%
MWM
646
Mission Wealth Management
California
$280K +$327 +3 +0.1%
RWP
647
RWA Wealth Partners
Massachusetts
$278K +$243K +2,233 New
PWM
648
Perigon Wealth Management
California
$273K +$239K +2,195 New
STA
649
Summit Trail Advisors
New York
$273K +$239K +2,194 New
TAM
650
Trillium Asset Management
Massachusetts
$271K +$237K +2,175 New