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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 %
EWM
326
Evercore Wealth Management
New York
$1.22M
STA
327
Summit Trail Advisors
New York
$1.21M -$2.61K -65 -0.2%
LOAMS
328
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.2M +$552K +13,753 +85%
FT
329
Fiduciary Trust
Massachusetts
$1.2M -$85.3K -2,126 -7%
EHC
330
Everett Harris & Co
California
$1.17M
KeyBank National Association
331
KeyBank National Association
Ohio
$1.16M -$28.8K -717 -2%
MIM
332
Moseley Investment Management
Florida
$1.15M -$201K -5,000 -15%
CAM
333
Cresset Asset Management
Illinois
$1.13M +$226K +5,626 +25%
Cerity Partners
334
Cerity Partners
New York
$1.12M +$469K +11,680 +71%
FDP
335
Financiere des Professionnels
Quebec, Canada
$1.12M -$458K -11,412 -29%
PWG
336
Portside Wealth Group
Utah
$1.09M -$152K -3,801 -12%
YCM
337
Yousif Capital Management
Michigan
$1.09M
PCM
338
Parsons Capital Management
Rhode Island
$1.08M
PWA
339
Provenance Wealth Advisors
Florida
$1.06M +$61.4K +1,530 +6%
Mercer Global Advisors
340
Mercer Global Advisors
Colorado
$1.06M +$433K +10,797 +70%
PIA
341
Powell Investment Advisors
Florida
$1.04M
Wealth Enhancement Advisory Services
342
Wealth Enhancement Advisory Services
Minnesota
$1.03M -$203K -5,051 -17%
PAS
343
Park Avenue Securities
New York
$987K +$211K +5,223 +27%
PGAM
344
Princeton Global Asset Management
New Jersey
$986K
Cetera Investment Advisers
345
Cetera Investment Advisers
Illinois
$977K +$13.2K +329 +1%
TIAA Trust, National Association
346
TIAA Trust, National Association
North Carolina
$976K -$33.3K -829 -3%
CIA
347
Compass Ion Advisors
Pennsylvania
$974K
ACM
348
Aquatic Capital Management
Illinois
$963K +$963K +24,000 New
FIA
349
Foundations Investment Advisors
Arizona
$953K -$25.4K -649 -3%
S
350
SimplyRich
California
$946K