BN icon

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 %
SCP
301
Stamos Capital Partners
California
$1.53M -$977K -24,340 -39%
HIM
302
Hillsdale Investment Management
Ontario, Canada
$1.52M
US Bancorp
303
US Bancorp
Minnesota
$1.49M -$154K -3,830 -9%
KWM
304
Koa Wealth Management
California
$1.49M +$1.49M +37,051 New
NFA
305
Northwest Financial Advisors
Virginia
$1.47M +$1.47M +36,714 New
ASN
306
Advisory Services Network
Georgia
$1.46M -$167K -4,172 -10%
OC
307
Oppenheimer & Co
New York
$1.45M -$54.5K -1,358 -4%
DA
308
Duality Advisers
Florida
$1.44M +$1.44M +35,953 New
RCM
309
Radnor Capital Management
Pennsylvania
$1.43M -$612K -15,250 -30%
BBHC
310
Brown Brothers Harriman & Co
New York
$1.43M -$74.5K -1,857 -5%
GC
311
Gilbert & Cook
Iowa
$1.42M +$73.5K +1,833 +5%
GW
312
GW & Wade
Massachusetts
$1.4M -$125K -3,107 -8%
CSS
313
Cubist Systematic Strategies
Connecticut
$1.36M
CGIM
314
Capital Group Investment Management
Singapore
$1.36M +$1.36M +33,995 New
UIM
315
USS Investment Management
United Kingdom
$1.35M
MCM
316
McKinley Capital Management
Alaska
$1.3M +$252K +6,292 +24%
LNWWM
317
Laird Norton Wetherby Wealth Management
California
$1.29M -$38.3K -954 -3%
NIM
318
Nexus Investment Management
Ontario, Canada
$1.29M
SDWMA
319
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.29M
MIM
320
Manitou Investment Management
Ontario, Canada
$1.29M -$7.22K -180 -0.6%
CCIA
321
Campbell & Co Investment Adviser
Maryland
$1.27M +$1.27M +31,774 New
PCM
322
PenderFund Capital Management
British Columbia, Canada
$1.27M -$890K -16,750 -41%
GEM
323
Global Endowment Management
North Carolina
$1.26M -$440K -10,976 -26%
AWM
324
Avior Wealth Management
Nebraska
$1.24M -$257K -6,400 -17%
HCP
325
Holt Capital Partners
Texas
$1.22M +$8.02K +200 +0.7%