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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
SIC
826
SJS Investment Consulting
Ohio
$3.36K
JIP
827
Jaffetilchin Investment Partners
Florida
$3.24K +$2.83K +26 New
KHC
828
Koesten Hirschmann & Crabtree
Kansas
$3.11K
EB
829
Eastern Bank
Massachusetts
$3.11K +$2.73K +25 New
CWP
830
Concord Wealth Partners
Virginia
$2.99K -$10.5K -96 -80%
HI
831
Hoey Investments
Pennsylvania
$2.85K
AAG
832
Armstrong Advisory Group
Massachusetts
$2.49K
FG
833
Fairman Group
Pennsylvania
$2.37K
TWD
834
True Wealth Design
Ohio
$2.12K +$436 +4 +31%
CWC
835
Carolinas Wealth Consulting
North Carolina
$2.12K +$545 +5 +42%
TSMHT
836
Thurston Springer Miller Herd & Titak
Indiana
$2.12K -$8.83K -81 -83%
SIS
837
Sound Income Strategies
Florida
$1.99K
BAM
838
Belpointe Asset Management
Nevada
$1.74K +$1.53K +14 New
VCM
839
Versant Capital Management
Arizona
$1.62K
HPC
840
HM Payson & Co
Maine
$1.49K +$1.31K +12 New
CAC
841
Core Alternative Capital
Georgia
$1.37K
CAS
842
Coppell Advisory Solutions
Texas
$1.35K -$32.7K -300 -96%
NSIM
843
North Star Investment Management
Illinois
$1.25K
TFA
844
Transamerica Financial Advisors
Florida
$1K -$54.1K -496 -100%
PMAM
845
Picton Mahoney Asset Management
Ontario, Canada
$1K +$1.09K +10 New
VWA
846
Valued Wealth Advisors
Utah
$996
CA
847
Claris Advisors
Missouri
$996 +$872 +8 New
AFS
848
Annapolis Financial Services
Maryland
$872 +$763 +7 New
RS
849
Rakuten Securities
Japan
$871
FNWA
850
Financial Network Wealth Advisors
Utah
$871 +$763 +7 New