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Brookfield

678 hedge funds and large institutions have $42B invested in Brookfield in 2024 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 219 increasing their positions, 230 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
+15
Holders Change %
+2.26%
% of All Funds
9.83%
Holding in Top 10
50
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.72%
New
74
Increased
219
Reduced
230
Closed
49
Calls
$71.8M
Puts
$22.7M
Net Calls
+$49.1M
Net Calls Change
+$44.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
226
Baird Financial Group
Wisconsin
$4.29M +$65.6K +1,567 +2%
SF
227
Synovus Financial
Georgia
$4.25M +$42.7K +1,019 +1%
PP
228
Pacifica Partners
Canada
$4.18M -$13.5K -327 -0.3%
Axa
229
Axa
France
$4.13M -$3.23M -77,182 -44%
BlackRock
230
BlackRock
New York
$4.04M +$835K +19,948 +26%
PFP
231
Pinnacle Financial Partners
Tennessee
$3.96M -$101K -2,423 -3%
Cerity Partners
232
Cerity Partners
New York
$3.93M +$2.76M +65,897 +235%
Pathstone Holdings
233
Pathstone Holdings
New Jersey
$3.9M +$251 +6 +0%
MGIA
234
Moneta Group Investment Advisors
Missouri
$3.74M -$1.26M -22,176 -25%
Allspring Global Investments
235
Allspring Global Investments
North Carolina
$3.73M -$2.23M -53,165 -37%
KSWA
236
Kathleen S. Wright Associates
Pennsylvania
$3.53M +$54.3K +1,321 +2%
FFAM
237
Forge First Asset Management
Canada
$3.46M -$263K -6,300 -7%
CANC
238
Culbertson A N & Co
Virginia
$3.32M +$89K +2,125 +3%
EP
239
EPIQ Partners
Minnesota
$3.29M +$145K +3,460 +5%
Kovitz Investment Group Partners
240
Kovitz Investment Group Partners
Illinois
$3.25M -$586K -14,005 -15%
PS
241
Principal Securities
Iowa
$3.17M +$149K +3,570 +5%
MSRPS
242
Maryland State Retirement & Pension System
Maryland
$3.16M +$1.19M +30,649 +60%
KPWS
243
Kestra Private Wealth Services
Texas
$3.14M +$169K +4,033 +6%
PCIG
244
Partners Capital Investment Group
Massachusetts
$3.11M +$3.11M +74,177 New
WW
245
Waterfront Wealth
Kansas
$3.08M -$48.2K -1,197 -2%
BFC
246
Blue Fin Capital
Rhode Island
$2.98M +$13.8K +329 +0.5%
SPIA
247
Steward Partners Investment Advisory
New York
$2.97M -$73.9K -1,766 -2%
BCIM
248
British Columbia Investment Management
British Columbia, Canada
$2.94M +$2.03M +48,477 +224%
KJHP
249
K.J. Harrison & Partners
Ontario, Canada
$2.89M -$12.3K -295 -0.4%
IMCOOI
250
Investment Management Corp of Ontario (IMCO)
Canada
$2.85M +$2.85M +68,175 New