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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 %
MVIP
251
Mar Vista Investment Partners
California
$2.85M
QOP
252
Quinn Opportunity Partners
Virginia
$2.83M
WJWM
253
Williams Jones Wealth Management
New York
$2.81M -$1.76K -42 -0.1%
BPA
254
Beacon Pointe Advisors
California
$2.8M +$673K +16,069 +32%
IIM
255
INTECH Investment Management
Florida
$2.71M +$2.71M +64,591 New
GF
256
Gabelli Funds
New York
$2.65M -$167K -4,000 -6%
OAM
257
Oppenheimer Asset Management
New York
$2.63M -$478K -11,422 -15%
AI
258
Atria Investments
North Carolina
$2.61M +$16.2K +388 +0.6%
Janney Montgomery Scott
259
Janney Montgomery Scott
Pennsylvania
$2.55M -$680K -16,249 -21%
PGCM
260
Prescott Group Capital Management
Oklahoma
$2.51M
Renaissance Technologies
261
Renaissance Technologies
New York
$2.51M +$2.51M +60,000 New
CII
262
Capital International Inc
California
$2.5M -$628 -15 -0%
AG
263
AlTi Global
New York
$2.44M
GWM
264
Guardian Wealth Management
Illinois
$2.41M +$6.49K +155 +0.3%
SAM
265
Shell Asset Management
Netherlands
$2.41M -$252K -6,057 -9%
American Century Companies
266
American Century Companies
Missouri
$2.4M +$83.7K +2,000 +4%
SPS
267
Susquehanna Portfolio Strategies
Pennsylvania
$2.39M
SMI
268
Shelter Mutual Insurance
Missouri
$2.35M
JPWM
269
Jamison Private Wealth Management
Georgia
$2.34M -$712 -17 -0%
HA
270
Herold Advisors
New York
$2.33M -$178K -4,250 -7%
USAA
271
United Services Automobile Association
Texas
$2.26M
LOAMS
272
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.26M +$1.02M +24,660 +82%
TAM
273
Tocqueville Asset Management
New York
$2.24M +$591K +14,120 +36%
TW
274
TritonPoint Wealth
Maryland
$2.22M -$410K -10,010 -16%
MOS
275
MGO One Seven
Ohio
$2.2M -$888K -21,214 -29%