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Brookfield

339 hedge funds and large institutions have $18.7B invested in Brookfield in 2016 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 109 increasing their positions, 133 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+9
Holders Change %
+2.73%
% of All Funds
9.06%
Holding in Top 10
36
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5.88%
% of All Funds
0.96%
New
25
Increased
109
Reduced
133
Closed
15
Calls
$15.1M
Puts
$1.9M
Net Calls
+$13.2M
Net Calls Change
-$4.88M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
251
Sterling Capital Management
North Carolina
$322K
YMRC
252
Yorktown Management & Research Company
Virginia
$317K
MPM
253
Meritage Portfolio Management
Kansas
$317K
S
254
SignatureFD
Georgia
$309K +$307K +16,325 +16,163%
JFA
255
JNBA Financial Advisors
Minnesota
$309K +$309K +16,426 New
EVM
256
Eaton Vance Management
Massachusetts
$301K
GWM
257
Geneos Wealth Management
Colorado
$289K +$7.8K +415 +3%
HWA
258
Heritage Wealth Advisors
Virginia
$288K
M&T Bank
259
M&T Bank
New York
$282K +$282K +14,982 New
TP
260
Truvvo Partners
New York
$276K
GT
261
Glenmede Trust
Pennsylvania
$274K -$58.3K -3,102 -18%
CT
262
Coastline Trust
Rhode Island
$272K
FMT
263
First Mercantile Trust
Tennessee
$265K -$69K -3,671 -21%
SFFS
264
Stonehage Fleming Financial Services
Jersey
$263K
CAM
265
CGOV Asset Management
Ontario, Canada
$256K +$256K +10,363 New
CCM
266
Covington Capital Management
California
$255K -$17.6K -935 -6%
ANTB
267
AMG National Trust Bank
Colorado
$249K +$249K +13,201 New
VFA
268
Voya Financial Advisors
Connecticut
$248K -$53K -2,802 -18%
AUB
269
Atlantic Union Bankshares
Virginia
$243K
AMIM
270
Aull & Monroe Investment Management
Alabama
$240K
OMCS
271
Old Mutual Customised Solutions
South Africa
$239K -$141K -7,474 -37%
RFC
272
Regions Financial Corp
Alabama
$239K -$98.3K -5,218 -29%
SFSIG
273
San Francisco Sentry Investment Group
California
$237K
TRCT
274
Tower Research Capital (TRC)
New York
$235K +$120K +6,385 +104%
SWM
275
Segment Wealth Management
Texas
$229K