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Brookfield

663 hedge funds and large institutions have $41.3B invested in Brookfield in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 169 increasing their positions, 262 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
663
Holders Change
+52
Holders Change %
+8.51%
% of All Funds
9.72%
Holding in Top 10
50
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+21.95%
% of All Funds
0.73%
New
111
Increased
169
Reduced
262
Closed
49
Calls
$62M
Puts
$57.9M
Net Calls
+$4.18M
Net Calls Change
-$43.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PA
276
Procyon Advisors
Connecticut
$1.91M +$117K +2,922 +7%
HCM
277
Highlander Capital Management
New Jersey
$1.89M -$726 -18 -0%
THWM
278
Taylor Hoffman Wealth Management
Virginia
$1.88M -$12.2K -305 -0.6%
AIM
279
Allen Investment Management
New York
$1.87M
APG Asset Management
280
APG Asset Management
Netherlands
$1.87M -$92.5K -2,535 -5%
TCM
281
Tandem Capital Management
New Jersey
$1.86M -$3.68M -91,790 -66%
NIM
282
Needham Investment Management
New York
$1.86M
CP
283
CenterBook Partners
Connecticut
$1.85M -$973K -24,250 -34%
CGH
284
Crossmark Global Holdings
Texas
$1.84M +$142K +3,547 +8%
CCP
285
Carmel Capital Partners
California
$1.8M -$86.2K -2,148 -5%
AA
286
Ancora Advisors
Ohio
$1.79M -$88.3K -2,201 -5%
QC
287
Quadrature Capital
United Kingdom
$1.78M +$676K +16,851 +61%
SCM
288
SOL Capital Management
Maryland
$1.76M -$258K -6,432 -13%
HTI
289
Hikari Tsushin Inc
Japan
$1.76M
Acadian Asset Management
290
Acadian Asset Management
Massachusetts
$1.74M -$2.44M -60,972 -58%
DWM
291
Dorchester Wealth Management
Quebec, Canada
$1.73M +$330K +8,201 +23%
KACA
292
Kayne Anderson Capital Advisors
California
$1.69M
RG
293
Rathbones Group
United Kingdom
$1.66M -$3.7M -91,755 -69%
SWA
294
Strata Wealth Advisors
Texas
$1.66M +$1.66M +41,268 New
JHCP
295
Jackson Hole Capital Partners
Oklahoma
$1.66M +$106K +2,649 +7%
Assenagon Asset Management
296
Assenagon Asset Management
Luxembourg
$1.65M -$4.84K -120 -0.3%
TI
297
Trexquant Investment
Connecticut
$1.64M -$2.3M -57,294 -58%
BTWM
298
Baker Tilly Wealth Management
Wisconsin
$1.6M -$344K -8,586 -18%
TAM
299
Tocqueville Asset Management
New York
$1.58M -$1.93K -48 -0.1%
HFS
300
Hantz Financial Services
Michigan
$1.56M -$1.81K -45 -0.1%