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Brookfield

278 hedge funds and large institutions have $12.9B invested in Brookfield in 2013 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 97 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
+14
Holders Change %
+5.3%
% of All Funds
8.07%
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.7%
New
36
Increased
94
Reduced
97
Closed
20
Calls
$8.29M
Puts
$16.6M
Net Calls
-$8.27M
Net Calls Change
-$8.08M
Name Holding Trade Value Shares
Change
Shares
Change %
ClearBridge Investments
251
ClearBridge Investments
New York
$34K
WA
252
WFG Advisors
Texas
$31K +$2.52K +185 +9%
WF
253
WealthTrust Fairport
Ohio
$24K
TWA
254
TCI Wealth Advisors
Arizona
$22K
KTC
255
Kistler-Tiffany Companies
Pennsylvania
$22K
BAM
256
Brave Asset Management
New Jersey
$19K +$19K +1,424 New
DAM
257
Delta Asset Management
Tennessee
$16K
1IC
258
1919 Investment Counsel
Maryland
$15K
MA
259
MUFG Americas
New York
$15K
BRIM
260
Broad Run Investment Management
Virginia
$15K +$15K +1,111 New
EFSCE
261
Enterprise Financial Services Corp (EFSC)
Missouri
$14K
RFA
262
Reilly Financial Advisors
California
$12K
FA
263
Financial Advantage
Maryland
$12K
LIA
264
LS Investment Advisors
Michigan
$10K
FMII
265
Farmers & Merchants Investments Inc
Nebraska
$8K
BBHC
266
Brown Brothers Harriman & Co
New York
$8K
PAS
267
Partnervest Advisory Services
California
$8K
OIA
268
Optimum Investment Advisors
Illinois
$7K
ASN
269
Advisory Services Network
Georgia
$7K +$7K +481 New
CHC
270
City Holding Co
West Virginia
$7K +$7K +538 New
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$6K
M
272
MOTCO
Texas
$5K
CCM
273
Chilton Capital Management
Texas
$4.62K
PTC
274
Private Trust Company
Ohio
$4K
BPBT
275
Boston Private Bank & Trust
Massachusetts
$4K +$4K +313 New