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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 %
JHCP
301
Jackson Hole Capital Partners
Oklahoma
$1.81M +$84K +2,007 +5%
DWM
302
Dorchester Wealth Management
Quebec, Canada
$1.77M -$37.4K -895 -2%
Assenagon Asset Management
303
Assenagon Asset Management
Luxembourg
$1.72M +$1.13K +27 +0.1%
AT
304
Avalon Trust
New Mexico
$1.69M +$1.34M +32,000 +388%
RG
305
Rathbones Group
United Kingdom
$1.67M -$57K -1,360 -3%
HFS
306
Hantz Financial Services
Michigan
$1.66M +$23.4K +559 +1%
CF
307
Canoe Financial
Alberta, Canada
$1.6M -$1.69M -40,400 -51%
BTWM
308
Baker Tilly Wealth Management
Wisconsin
$1.59M -$80.2K -1,915 -5%
NFA
309
Northwest Financial Advisors
Virginia
$1.56M +$24.1K +575 +2%
KWM
310
Koa Wealth Management
California
$1.54M -$10.8K -259 -0.7%
US Bancorp
311
US Bancorp
Minnesota
$1.51M -$51.5K -1,230 -3%
OC
312
Oppenheimer & Co
New York
$1.49M -$17K -406 -1%
BBHC
313
Brown Brothers Harriman & Co
New York
$1.48M -$14.3K -342 -1%
GC
314
Gilbert & Cook
Iowa
$1.44M -$47.2K -1,128 -3%
RCM
315
Radnor Capital Management
Pennsylvania
$1.43M -$65.9K -1,575 -4%
GEM
316
Global Endowment Management
North Carolina
$1.43M +$107K +2,567 +8%
CSS
317
Cubist Systematic Strategies
Connecticut
$1.42M
FT
318
Fiduciary Trust
Massachusetts
$1.41M +$165K +3,935 +13%
UIM
319
USS Investment Management
United Kingdom
$1.41M
TSW
320
Thompson Siegel & Walmsley
Virginia
$1.4M +$1.26M +30,000 +889%
VAG
321
VisionPoint Advisory Group
Texas
$1.4M -$1.2M -28,618 -46%
PL
322
Perpetual Ltd
Australia
$1.39M +$1.39M +33,375 New
ASN
323
Advisory Services Network
Georgia
$1.39M -$135K -3,220 -9%
MCM
324
McKinley Capital Management
Alaska
$1.37M +$11.8K +283 +0.9%
AWM
325
Avior Wealth Management
Nebraska
$1.36M +$65.7K +1,569 +5%