We are live on ! Find out more
CBRE icon

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
LSA
651
Leonteq Securities AG
Switzerland
$271K -$151K -1,383 -39%
I
652
IMPACTfolio
Colorado
$269K +$236K +2,160 New
CFG
653
Cooper Financial Group
California
$269K +$235K +2,157 New
CPW
654
Crestmont Private Wealth
Texas
$263K +$231K +2,115 New
IAN
655
Integrated Advisors Network
Texas
$258K +$226K +2,071 New
MW
656
Marcum Wealth
Ohio
$257K +$225K +2,061 New
MFIM
657
Mesirow Financial Investment Management
Illinois
$256K +$224K +2,055 New
FMLI
658
Fukoku Mutual Life Insurance
Japan
$254K +$223K +2,041 New
VIA
659
Virtus Investment Advisers
Connecticut
$254K +$222K +2,040 New
WPWM
660
Western Pacific Wealth Management
Illinois
$253K
GFP
661
Gryphon Financial Partners
Ohio
$253K +$222K +2,033 New
RZH
662
Relyea Zuckerberg Hanson
Connecticut
$252K +$221K +2,024 New
TPW
663
Transatlantique Private Wealth
New York
$252K +$221K +2,024 New
EWM
664
Evermay Wealth Management
Virginia
$251K
WC
665
Waterloo Capital
Texas
$249K +$218K +2,004 New
TWM
666
Tolleson Wealth Management
Texas
$249K +$218K +2,000 New
KA
667
Kerrisdale Advisers
Florida
$247K -$787K -7,215 -78%
PFBT
668
Parkside Financial Bank & Trust
Missouri
$247K -$654 -6 -0.3%
HBT
669
Heartland Bank & Trust
Illinois
$246K +$215K +1,975 New
VFA
670
Valeo Financial Advisors
Indiana
$244K +$214K +1,964 New
ECM
671
Evergreen Capital Management
Washington
$244K +$214K +1,961 New
SSWM
672
Smith Salley Wealth Management
North Carolina
$239K -$73.5K -674 -26%
PFA
673
Pathway Financial Advisors
Vermont
$239K -$54.5K -500 -21%
SMA
674
Sage Mountain Advisors
Georgia
$239K +$209K +1,917 New
TIA
675
Trust Investment Advisors
Indiana
$234K +$205K +1,883 New