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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 %
PCM
326
PenderFund Capital Management
British Columbia, Canada
$1.36M
SCM
327
SOL Capital Management
Maryland
$1.35M -$486K -11,600 -26%
SDWMA
328
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.34M
MIM
329
Manitou Investment Management
Ontario, Canada
$1.34M
EHC
330
Everett Harris & Co
California
$1.34M +$121K +2,884 +10%
LNWWM
331
Laird Norton Wetherby Wealth Management
California
$1.33M -$23.7K -565 -2%
CGIM
332
Capital Group Investment Management
Singapore
$1.32M -$100K -2,394 -7%
PAS
333
Park Avenue Securities
New York
$1.32M +$289K +6,903 +28%
VPIM
334
Vanguard Personalized Indexing Management
California
$1.31M +$581K +13,888 +80%
Lido Advisors
335
Lido Advisors
California
$1.3M +$1.03M +24,529 +372%
DZ Bank
336
DZ Bank
Germany
$1.29M +$335K +8,000 +35%
CAM
337
Cresset Asset Management
Illinois
$1.28M +$110K +2,616 +9%
HCP
338
Holt Capital Partners
Texas
$1.28M +$8.37K +200 +0.7%
EWM
339
Evercore Wealth Management
New York
$1.27M
STA
340
Summit Trail Advisors
New York
$1.26M +$5.78K +138 +0.5%
SM
341
Sciencast Management
New Jersey
$1.24M +$286K +6,820 +30%
AIM
342
Aigen Investment Management
New York
$1.23M +$1.23M +29,281 New
NIM
343
Nexus Investment Management
Ontario, Canada
$1.22M -$122K -2,917 -9%
KeyBank National Association
344
KeyBank National Association
Ohio
$1.21M -$5.36K -128 -0.4%
MIM
345
Moseley Investment Management
Florida
$1.21M
DR
346
Davis Rea
Ontario, Canada
$1.17M -$1.38M -33,001 -54%
PWA
347
Provenance Wealth Advisors
Florida
$1.14M +$30.4K +725 +3%
A
348
Allianz
Germany
$1.14M +$1.14M +20,116 New
YCM
349
Yousif Capital Management
Michigan
$1.14M
PCM
350
Parsons Capital Management
Rhode Island
$1.13M