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Brookfield

600 hedge funds and large institutions have $33B invested in Brookfield in 2023 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 204 increasing their positions, 211 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
-17
Holders Change %
-2.76%
% of All Funds
9.46%
Holding in Top 10
42
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-12.5%
% of All Funds
0.66%
New
54
Increased
204
Reduced
211
Closed
69
Calls
$66.8M
Puts
$40.7M
Net Calls
+$26.2M
Net Calls Change
+$62.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
326
Cynosure Group
Utah
$894K +$894K +26,560 New
PIA
327
Powell Investment Advisors
Florida
$876K
MCM
328
McKinley Capital Management
Alaska
$864K -$7.54K -224 -0.9%
PGAM
329
Princeton Global Asset Management
New Jersey
$827K
BPA
330
Beacon Pointe Advisors
California
$812K +$60.7K +1,805 +8%
S
331
SimplyRich
California
$793K
SC
332
Searle & Co
Connecticut
$787K
GT
333
Glenmede Trust
Pennsylvania
$784K
SCA
334
Snowden Capital Advisors
New York
$783K -$11.3K -336 -1%
CT
335
Clearstead Trust
Maine
$779K
LAM
336
Lakewood Asset Management
Illinois
$778K +$1.78K +53 +0.2%
SNT
337
SIG North Trading
Pennsylvania
$778K +$778K +23,108 New
WKWM
338
Walter & Keenan Wealth Management
Indiana
$769K -$79.8K -2,370 -9%
Susquehanna International Group
339
Susquehanna International Group
Pennsylvania
$766K -$2.91M -86,550 -79%
Cetera Investment Advisers
340
Cetera Investment Advisers
Illinois
$762K +$15.4K +458 +2%
KPWS
341
Kestra Private Wealth Services
Texas
$749K +$172K +5,097 +30%
BCA
342
Bray Capital Advisors
Florida
$734K
TF
343
TIAA FSB
Florida
$723K -$27.3K -811 -4%
HIMC
344
Heritage Investors Management Corp
Maryland
$717K
PAG
345
Private Advisor Group
New Jersey
$717K -$18.7K -548 -3%
CAN
346
Cetera Advisor Networks
California
$704K +$71.2K +2,112 +11%
QC
347
Quadrature Capital
United Kingdom
$702K +$702K +20,867 New
HWM
348
Hemington Wealth Management
Virginia
$702K
SFS
349
Sowell Financial Services
Arkansas
$699K +$38.4K +1,142 +6%
ASA
350
Armstrong Shaw Associates
Connecticut
$689K