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CBRE Group

699 hedge funds and large institutions have $20.7B invested in CBRE Group in 2022 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 240 increasing their positions, 275 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more call options, than puts

Call options by funds: $43.8M | Put options by funds: $17.4M

15% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 62

2.71% more ownership

Funds ownership: 93.92%96.63% (+2.7%)

0% more funds holding

Funds holding: 697699 (+2)

8% less capital invested

Capital invested by funds: $22.6B → $20.7B (-$1.91B)

13% less repeat investments, than reductions

Existing positions increased: 240 | Existing positions reduced: 275

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
699
Holders Change
+2
Holders Change %
+0.29%
% of All Funds
12.04%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
71
Increased
240
Reduced
275
Closed
62
Calls
$43.8M
Puts
$17.4M
Net Calls
+$26.3M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
651
Jones Financial Companies
Missouri
$8K
AWM
652
Abound Wealth Management
Tennessee
$7.43K +$8.72K +110 New
AIP
653
Almanack Investment Partners
Pennsylvania
$7K +$7.05K +89 New
PMFA
654
Plante Moran Financial Advisors
Michigan
$7K +$8.8K +111 New
CAC
655
Core Alternative Capital
Georgia
$6K
RA
656
Rational Advisors
New York
$6K
FMP
657
Financial Management Professionals
Texas
$6K +$1.58K +20 +32%
CB
658
Community Bank
New York
$6K +$6.58K +83 New
PB
659
Pinnacle Bancorp
Nebraska
$5K
HWMA
660
Heritage Wealth Management (Arizona)
Arizona
$5K +$6.03K +76 New
APC
661
Aspire Private Capital
North Carolina
$4K
CHA
662
Carmichael Hill & Associates
Maryland
$4K
CMP
663
Coston McIsaac & Partners
Maine
$4K
Kayne Anderson Rudnick Investment Management
664
Kayne Anderson Rudnick Investment Management
California
$4K +$4.52K +57 New
CAL
665
Capital Advisors Ltd
Ohio
$4K +$4.76K +60 New
VNA
666
Valley National Advisers
Pennsylvania
$3K
SC
667
Schubert & Co
Texas
$3K +$1.27K +16 +48%
CT
668
Cambridge Trust
Massachusetts
$3K +$3.09K +39 New
WT
669
Washington Trust
Rhode Island
$2K -$159 -2 -7%
EBA
670
Eagle Bay Advisors
New York
$2K
HI
671
Harbour Investments
Wisconsin
$2K
KFP
672
KB Financial Partners
New Jersey
$2K
PP
673
Pacifica Partners
Canada
$2K
SC
674
Sierra Capital
Florida
$2K
SIS
675
Sound Income Strategies
Florida
$2K