BN icon

Brookfield

663 hedge funds and large institutions have $41.3B invested in Brookfield in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 169 increasing their positions, 262 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+52
Holders Change %
+8.51%
% of All Funds
9.72%
Holding in Top 10
50
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+21.95%
% of All Funds
0.73%
New
111
Increased
169
Reduced
262
Closed
49
Calls
$62M
Puts
$57.9M
Net Calls
+$4.18M
Net Calls Change
-$43.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PP
226
Pacifica Partners
Canada
$3.6M +$232K +6,542 +7%
FFAM
227
Forge First Asset Management
Canada
$3.58M -$5.64M -140,300 -61%
MGIA
228
Moneta Group Investment Advisors
Missouri
$3.54M +$41.9K +1,044 +1%
KSWA
229
Kathleen S. Wright Associates
Pennsylvania
$3.35M -$165K -4,173 -5%
CF
230
Canoe Financial
Alberta, Canada
$3.15M -$132K -3,300 -4%
VMPIC
231
Varma Mutual Pension Insurance Co
Finland
$3.13M +$3.13M +77,700 New
WW
232
Waterfront Wealth
Kansas
$3.11M -$35.5K -884 -1%
CANC
233
Culbertson A N & Co
Virginia
$3.1M -$235K -5,847 -7%
Janney Montgomery Scott
234
Janney Montgomery Scott
Pennsylvania
$3.09M -$1.17M -29,041 -27%
BlackRock
235
BlackRock
New York
$3.07M -$74.8K -1,864 -2%
EP
236
EPIQ Partners
Minnesota
$3.02M +$51.4K +1,280 +2%
OAM
237
Oppenheimer Asset Management
New York
$2.98M +$76.8K +1,915 +3%
MOS
238
MGO One Seven
Ohio
$2.96M -$129K -3,221 -4%
CG
239
Cynosure Group
Utah
$2.95M +$1.91M +47,644 +184%
SPIA
240
Steward Partners Investment Advisory
New York
$2.92M -$219K -5,458 -7%
PS
241
Principal Securities
Iowa
$2.9M +$2.9M +72,170 New
KPWS
242
Kestra Private Wealth Services
Texas
$2.84M +$845K +21,064 +42%
BFC
243
Blue Fin Capital
Rhode Island
$2.84M -$59.1K -1,473 -2%
KJHP
244
K.J. Harrison & Partners
Ontario, Canada
$2.79M -$1.51M -37,650 -35%
MVIP
245
Mar Vista Investment Partners
California
$2.74M +$195K +4,864 +8%
QOP
246
Quinn Opportunity Partners
Virginia
$2.71M
GF
247
Gabelli Funds
New York
$2.7M -$281K -7,000 -9%
WJWM
248
Williams Jones Wealth Management
New York
$2.7M -$451K -11,248 -14%
TCOV
249
Trust Company of Vermont
Vermont
$2.66M -$587K -14,619 -18%
TW
250
TritonPoint Wealth
Maryland
$2.58M +$2.58M +64,239 New