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Brookfield

433 hedge funds and large institutions have $23.9B invested in Brookfield in 2018 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 147 increasing their positions, 133 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
433
Holders Change
+17
Holders Change %
+4.09%
% of All Funds
9.94%
Holding in Top 10
41
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.38%
% of All Funds
0.94%
New
65
Increased
147
Reduced
133
Closed
45
Calls
$12.3M
Puts
$32.1M
Net Calls
-$19.7M
Net Calls Change
-$25M
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
226
Legacy Financial Advisors
Kentucky
$872K +$206K +9,847 +31%
BFS
227
Bradley Foster & Sargent
Connecticut
$867K
MAA
228
Mraz Amerine & Associates
California
$866K
Schroder Investment Management Group
229
Schroder Investment Management Group
United Kingdom
$854K +$854K +31,777 New
Rockefeller Capital Management
230
Rockefeller Capital Management
New York
$821K +$821K +39,356 New
LCS
231
Levin Capital Strategies
New York
$819K
PFM
232
Parsec Financial Management
North Carolina
$802K -$9.92K -475 -1%
BNP Paribas Asset Management
233
BNP Paribas Asset Management
France
$800K +$98.6K +4,720 +14%
HWA
234
Heritage Wealth Advisors
Virginia
$800K +$129K +6,166 +19%
NA
235
Neuburgh Advisers
California
$796K
HCP
236
Holt Capital Partners
Texas
$779K +$15.6K +748 +2%
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$769K -$19.4K -928 -2%
LWCFA
238
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$757K
NP
239
Ninepoint Partners
Ontario, Canada
$746K -$1.15M -54,961 -61%
BF
240
BOK Financial
Oklahoma
$713K -$195K -9,343 -21%
BAS
241
Brown Advisory Securities
Maryland
$712K -$157K -7,530 -18%
SP
242
Sarasin & Partners
United Kingdom
$702K
Massachusetts Financial Services
243
Massachusetts Financial Services
Massachusetts
$700K +$31.7K +1,519 +5%
LPL Financial
244
LPL Financial
California
$688K +$76.4K +3,663 +12%
DWM
245
Doyle Wealth Management
Florida
$674K +$37.4K +1,792 +6%
FCM
246
Flinton Capital Management
Pennsylvania
$655K
PIC
247
Portland Investment Counsel
Ontario, Canada
$653K -$15.6K -747 -2%
S
248
SimplyRich
California
$644K -$85.4K -4,092 -12%
AWM
249
Avior Wealth Management
Nebraska
$638K +$72.5K +3,475 +13%
OC
250
Oakworth Capital
Alabama
$615K -$47K -2,215 -7%