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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
AWA
676
Aaron Wealth Advisors
Illinois
$232K +$203K +1,862 New
FAFN
677
First Affirmative Financial Network
Colorado
$232K +$203K +1,860 New
ECG
678
Edge Capital Group
Georgia
$231K +$202K +1,857 New
ONB
679
Old National Bancorp
Indiana
$230K +$202K +1,850 New
MCM
680
Mainstream Capital Management
California
$230K +$201K +1,845 New
Group One Trading
681
Group One Trading
Illinois
$229K +$201K +1,842 New
SPC
682
Sigma Planning Corp
Michigan
$229K +$201K +1,839 New
GL
683
Graypoint LLC
New York
$227K +$199K +1,823 New
KWM
684
Kingsview Wealth Management
Oregon
$227K +$199K +1,821 New
Luther King Capital Management (LKCM)
685
Luther King Capital Management (LKCM)
Texas
$225K +$197K +1,804 New
MFP
686
Meridian Financial Partners
Virginia
$224K +$196K +1,800 New
MGIA
687
Moneta Group Investment Advisors
Missouri
$222K +$195K +1,786 New
FFA
688
Farther Finance Advisors
California
$220K +$29.5K +271 +18%
WCM Investment Management
689
WCM Investment Management
California
$220K +$195K +1,784 New
GHA
690
GW Henssler & Associates
Georgia
$219K -$224K -2,052 -54%
MNBTD
691
Moody National Bank Trust Division
Texas
$219K +$192K +1,758 New
LC
692
Lindbrook Capital
California
$218K +$8.61K +79 +5%
GVAG
693
Great Valley Advisor Group
Delaware
$217K +$190K +1,741 New
CAL
694
Capital Analysts LLC
Pennsylvania
$216K +$22.1K +203 +13%
DWM
695
Drive Wealth Management
Utah
$216K +$189K +1,734 New
MG
696
Mather Group
Illinois
$214K +$545 +5 +0.3%
TIAA Trust, National Association
697
TIAA Trust, National Association
North Carolina
$212K +$186K +1,702 New
CWP
698
Core Wealth Partners
California
$212K +$185K +1,700 New
IWC
699
Integrated Wealth Concepts
Massachusetts
$208K +$183K +1,674 New
FIM
700
Freedom Investment Management
Connecticut
$208K +$182K +1,673 New