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Brookfield

713 hedge funds and large institutions have $42.3B invested in Brookfield in 2022 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 259 increasing their positions, 224 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
-21
Holders Change %
-2.86%
% of All Funds
12.06%
Holding in Top 10
70
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-13.58%
% of All Funds
1.18%
New
71
Increased
259
Reduced
224
Closed
82
Calls
$51.3M
Puts
$79.9M
Net Calls
-$28.7M
Net Calls Change
+$28.7M
Name Holding Trade Value Shares
Change
Shares
Change %
OAM
276
Oppenheimer Asset Management
New York
$2.98M +$121K +3,359 +4%
LIM
277
Leavell Investment Management
Alabama
$2.88M +$77.1K +2,145 +3%
RC
278
Roundview Capital
New Jersey
$2.87M +$34.6K +961 +1%
USAA
279
United Services Automobile Association
Texas
$2.85M +$2.85M +79,310 New
GCM
280
GoodHaven Capital Management
New Jersey
$2.82M
Ensign Peak Advisors
281
Ensign Peak Advisors
Utah
$2.8M
HI
282
Hendershot Investments
Virginia
$2.74M -$719K -19,999 -21%
KACA
283
Kayne Anderson Capital Advisors
California
$2.66M -$311K -8,659 -10%
SCM
284
SOL Capital Management
Maryland
$2.66M +$126K +3,507 +5%
HA
285
Herold Advisors
New York
$2.64M -$58.2K -1,620 -2%
MVIP
286
Mar Vista Investment Partners
California
$2.57M +$4.21K +117 +0.2%
PL
287
Parkwood LLC
Ohio
$2.55M -$1.53M -42,498 -37%
THWM
288
Taylor Hoffman Wealth Management
Virginia
$2.52M -$12.5K -344 -0.5%
Luther King Capital Management (LKCM)
289
Luther King Capital Management (LKCM)
Texas
$2.5M +$1.73M +48,029 +224%
SMI
290
Shelter Mutual Insurance
Missouri
$2.5M -$36 -1 -0%
CTA
291
Colonial Trust Advisors
South Carolina
$2.49M -$67.9K -1,888 -3%
GWM
292
Guardian Wealth Management
Illinois
$2.46M +$38.5K +1,071 +2%
CGH
293
Crossmark Global Holdings
Texas
$2.46M +$10.8K +299 +0.4%
SBL
294
Sargent Bickham Lagudis
Colorado
$2.42M -$12.4K -345 -0.5%
BS
295
Boenning & Scattergood
Pennsylvania
$2.39M +$9.38K +261 +0.4%
MGP
296
Metis Global Partners
California
$2.35M +$50.4K +1,402 +2%
Bank of Montreal
297
Bank of Montreal
Ontario, Canada
$2.29M +$5.78K +158,382 +0.3%
WCM Investment Management
298
WCM Investment Management
California
$2.27M +$11.7K +325 +0.5%
ASN
299
Advisory Services Network
Georgia
$2.27M +$83K +2,310 +4%
FFH
300
Fairfax Financial Holdings
Ontario, Canada
$2.22M