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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
WA
701
Wealthstream Advisors
New York
$207K +$181K +1,661 New
IAA
702
Independent Advisor Alliance
North Carolina
$205K +$179K +1,643 New
WANY
703
Wealthspire Advisors (New York)
New York
$204K +$179K +1,641 New
WPW
704
Waldron Private Wealth
Pennsylvania
$203K +$177K +1,628 New
DFA
705
DHJJ Financial Advisors
Illinois
$200K -$654 -6 -0.4%
PCM
706
Penserra Capital Management
California
$180K +$1.85K +17 +1%
BIG
707
Brooklyn Investment Group
New York
$177K +$155K +1,419 New
HNB
708
Hilltop National Bank
Wyoming
$174K
SIM
709
Sentry Investment Management
Wisconsin
$168K
ST
710
Smithfield Trust
Pennsylvania
$159K
TFIPS
711
Towarzystwo Funduszy Inwestycyjnych PZU SA
$156K +$50.2K +460 +58%
AssetMark Inc
712
AssetMark Inc
California
$143K +$3.16K +29 +3%
CI Investments Inc
713
CI Investments Inc
Ontario, Canada
$138K +$19.8K +182 +20%
IA
714
IFP Advisors
Florida
$137K +$6.21K +57 +5%
BF
715
BOK Financial
Oklahoma
$136K +$327 +3 +0.3%
MPWT
716
MassMutual Private Wealth & Trust
Connecticut
$132K +$3.71K +34 +3%
AIM
717
Anchor Investment Management
South Carolina
$126K
AA
718
Alta Advisers
United Kingdom
$124K
RIL
719
Rothschild Investment LLC
Illinois
$117K +$4.8K +44 +5%
FHA
720
First Horizon Advisors
Tennessee
$115K -$1.96K -18 -2%
PMFA
721
Plante Moran Financial Advisors
Michigan
$112K +$98.5K +903 New
OIA
722
Optimum Investment Advisors
Illinois
$112K -$10.9K -100 -10%
QC
723
Quent Capital
New York
$108K
CFO
724
CVA Family Office
Colorado
$107K +$1.64K +15 +2%
WTC
725
WhitTier Trust Company
Nevada
$99K