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Brookfield

353 hedge funds and large institutions have $19.6B invested in Brookfield in 2017 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 115 increasing their positions, 124 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+3
Holders Change %
+0.86%
% of All Funds
8.8%
Holding in Top 10
38
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+15.15%
% of All Funds
0.95%
New
36
Increased
115
Reduced
124
Closed
31
Calls
$8.37M
Puts
$2.5M
Net Calls
+$5.87M
Net Calls Change
-$7.36M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
301
WealthPLAN Partners
Nebraska
$93.8K +$93.8K +4,759 New
WAM
302
Wealthspire Advisors (Maryland)
Maryland
$89K +$977 +50 +1%
FHA
303
First Horizon Advisors
Tennessee
$83K +$83K +4,204 New
TSW
304
Thompson Siegel & Walmsley
Virginia
$82K
PCP
305
Proficio Capital Partners
Massachusetts
$81K +$38.1K +1,861 +89%
DADC
306
D.A. Davidson & Co
Montana
$78K -$2.87K -147 -4%
EDRH
307
Edmond de Rothschild Holding
Switzerland
$77K +$77K +3,924 New
IA
308
IFP Advisors
Florida
$76K -$3.26K -168 -4%
BWA
309
Burt Wealth Advisors
Maryland
$73K
BC
310
Bartlett & Co
Ohio
$66K
ST
311
Smithfield Trust
Pennsylvania
$64K
QI
312
QS Investors
New York
$60K -$83.8K -4,298 -58%
EA
313
Edge Advisors
Georgia
$49K
ECM
314
Estabrook Capital Management
New York
$45.6K
TWA
315
TCI Wealth Advisors
Arizona
$45K -$454 -23 -1%
BlackRock
316
BlackRock
New York
$44K -$14.7K -748 -25%
Simplex Trading
317
Simplex Trading
Illinois
$42K -$12.9K -672 -24%
NSIM
318
North Star Investment Management
Illinois
$40K +$116 +6 +0.3%
CHC
319
City Holding Co
West Virginia
$37K -$1.6K -82 -4%
CB
320
Community Bank
New York
$37K
GWS
321
Glassman Wealth Services
Virginia
$37K
DAM
322
Delta Asset Management
Tennessee
$36K
ClearBridge Investments
323
ClearBridge Investments
New York
$36K
PA
324
Parallel Advisors
California
$33K
CTC
325
Central Trust Company
Missouri
$29K -$14.5K -747 -33%